Wall Street Breakfast Trump tariffs loom over Davos summit
Jan 18, 2026
Tariff threats from Trump escalate U.S.-European tensions as European leaders consider a 'trade bazooka' response. Macron takes a stand against intimidation and plans to activate the EU's anti-coercion tool. Meanwhile, discussions on AI and its impact on the economy heat up at Davos, featuring top CEOs. In entertainment, Netflix's upcoming earnings are under the spotlight amid speculation of a Warner Bros. deal, with analysts debating the implications of its ad strategy.
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Tariffs Strain U.S.-European Relations
- President Donald Trump will lead the largest U.S. delegation to Davos and face tense relations over new tariffs tied to Greenland.
- European leaders warn the tariffs could trigger use of the EU's anti-coercion trade tool against U.S. firms.
EU 'Bazooka' And AI As Co-Pilot Economy
- The EU's anti-coercion instrument could target major U.S. tech and service providers doing substantial business in Europe.
- Davos will spotlight AI framed as a "co-pilot economy" focused on augmenting workers rather than replacing them.
Assess Netflix For M&A And Ad Growth Risks
- Watch Netflix's earnings as the company pursues a potential Warner Bros. Discovery deal that could pressure EPS if done in cash.
- Consider the growth potential in Netflix's advertising strategy, which analysts expect to become a primary revenue driver by 2026.