Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing
Podcast Image

Marketplace All-in-One

Worlds apart on generative AI use

21 Jan 2026

Transcription

What are the latest trends in financial markets before Trump's speech?

1.567 - 23.044 David Brancaccio

We're watching financial markets on what could be an especially volatile news day for bonds, stocks and currencies. I'm David Brancaccio in Los Angeles. A U.S. president talking about taking a piece of a NATO country by force, Greenland, is part of the uncertainty that knocked the Dow Jones Industrial Average down 870 points yesterday, one and three quarters of a percent.

0

23.485 - 33.936 David Brancaccio

The S&P fell 2.1 percent. The Nasdaq yesterday lost 2.4 percent. I spoke this morning to Russ Mould, investment director at the U.K.-based investment firm A.J. Bell.

0

33.916 - 49.87 Russ Mould

To be fair, they're not very good at measuring geopolitical activity or risk because it's really, really hard to quantify and second guess what's going to come next. But we've certainly had a very soft start to the week after the American Martin Luther King Day on Monday. We've had the U.S. market start the week in the red.

0

49.91 - 55.975 Russ Mould

And Asian and European markets have lost some of the momentum that they had this year and they're in the red again today.

0

56.035 - 67.209 David Brancaccio

There is a sense of uncertainty that even our pros with all their – Market screens and information that they digest can't fully parse.

67.469 - 80.613 Russ Mould

One of the most intriguing things in the final quarter of last year and the early stages of this year was the word tariff wasn't really being discussed by stock market or bond market strategists anymore. They felt that we knew where they stood with that, where markets stood with that, that the possible effects were factored in.

80.914 - 87.025 Russ Mould

And now this conversation is starting again, which again I think is another reason why we have markets losing a bit of that early year positive momentum.

87.258 - 102.702 David Brancaccio

Now, I assume you're going to be paying close attention to markets as the live feed comes in from Davos, where President Trump is due to speak. It looks like it's going to be late now because he had to change airplanes. But that could shove markets to and fro.

102.783 - 116.382 Russ Mould

It could. Everybody has to listen to the most powerful leader in the world and the person who ultimately is in charge of the country that's the world's biggest economic engine. It's home to its world's biggest bond market, biggest stock market, and its reserve currency. So what the president has to say always matters.

Comments

There are no comments yet.

Please log in to write the first comment.