Trump's Davos Speech Countdown: 48 Minutes - Market Divergence Amid Geopolitical Crisis

Trump has arrived in Switzerland to attend the World Economic Forum. Despite a mechanical failure causing a delay in the flight, he will still deliver his speech as scheduled at 21:30 (Beijing time) tonight. The high attention on this speech is not only due to his identity but also because of the current complex geopolitical background—tariff threats, European standoffs, and market divergence.

Market Divergence Before the Speech

According to the latest news, the core expectation of Trump’s visit is to introduce policies that alleviate voters’ concerns about living costs. However, this focus has been overshadowed by the geopolitical crises triggered by his policies.

Over the past week, market reactions have already shown everything:

Behind this divergence are two opposing forces: on one side, safe-haven demand driven by Trump’s tariff threats, pushing up “stateless” assets like gold and silver; on the other side, risk assets are out of favor, causing Bitcoin to decline.

The True Impact of the Geopolitical Crisis

Trump threatened to impose tariffs on eight European countries, while Europe threatened retaliatory measures against $8 trillion worth of American assets. This is not only a continuation of the trade war but also directly impacts market sentiment.

According to the latest analysis, this situation has caused several phenomena:

• Gold and silver hit record highs, becoming the preferred safe-haven investments
• The “global” appeal of Bitcoin is weakened by geopolitical tensions
• Risk assets are generally under pressure, with European and American stock index futures falling
• The crypto market experienced “flash crashes,” with multiple coins dropping in a waterfall pattern

What the Speech Might Change

There are several key points to watch in Trump’s speech tonight:

• Whether he will signal easing of tariff tensions
• The specific content of policies to ease living costs
• Whether his attitude towards European allies will change
• Market’s real-time reaction to his remarks

Analysts generally believe this speech could become a critical turning point for the recent market. If Trump signals de-escalation, safe-haven sentiment may ease, and risk assets could rebound; conversely, it might intensify market volatility.

Summary

Trump’s Davos speech is about to begin, and the current market is in a highly sensitive state. The divergence between gold and silver reaching new highs and Bitcoin falling reflects investors’ genuine concerns about geopolitical risks. This speech is not only about the specific content of Trump’s policies but could also determine the recent trend of market safe-haven sentiment. Close attention should be paid to the speech content and real-time market reactions, especially whether there will be substantive adjustments to tariff policies.