Davos 2023: Key Agenda Items and Expected Market Moving Discussions

Big Bank CEOs

* Attendees: Jamie Dimon (JPM), Brian Moynihan (BAC), David Solomon (GS), Jane Fraser (C), Ted Pick (MS)
* Focus: Interest rates outlook and impact on market sentiment

Tariff CEOs

* Attendees: Ralph Lauren (RL), Williams Sonoma (WSM), Gap (GAP)
* Focus: Supply chain preparations and potential price increases due to tariffs

Race to Catch Nvidia

* AI discussions centered around revenue and profit potential
* Big Tech players Microsoft (MSFT) and Alphabet (GOOGL) aiming to develop high-powered AI chips
* OpenAI and Anthropic leaders to provide insights on chip development

Crypto Delegation

* Coinbase (COIN) CEO Brian Armstrong in attendance
* Focus on bitcoin volatility, MicroStrategy's bitcoin purchases, and SEC developments

Stock Market Outlook

* Market pros from JPMorgan and economic experts to provide insights
* Increased volatility and policy uncertainty may amplify the impact of their assessments

Political Wild Cards

* Delegates from President-elect Donald Trump expected
* Potential Commerce Secretary Howard Lutnick and Elon Musk as possible attendees
* Remote speech by Trump planned for Thursday
* Impact of Trump's actions and delegate statements on US international relations and market sentiment