Mag 7, crypto, AI, Trump, tariffs, Fed, and everything else that will dominate Davos

Financials and retail sectors might see volatile moves as they respond to tariffs and interest rate discussions, which are expected to weigh heavily on market sentiment. Banks will likely guide their stocks depending on the outlook they provide on interest rates and economic conditions influenced by the incoming presidential policies.

Retail companies like Gap and Williams Sonoma are positioned to experience price pressures due to potential tariff costs, impacting margins and investor sentiment. If they signal strong price hikes or poor consumer demand, expect negative market reactions.

The ongoing narrative around AI and Nvidia's leadership in the sector might support robust investor interest in tech stocks, especially those demonstrating strong revenue ties to AI advancements. Nvidia is expected to benefit greatly if discussions highlight its competitive edge in profitability from AI.

With the crypto sector growing in importance and speculation around regulatory changes, companies like Coinbase could see stock price movements based on their leadership's remarks about future prospects under a Trump administration. Their appearance at Davos may reflect crypto's resilience or volatility in upcoming months.