UBS On-Air: Market Moves Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown
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Jan 23, 2026 Shane Lieberman, Senior Governmental Affairs Advisor at UBS who analyzes U.S. policy, weighs in on President Trump’s Davos remarks and why Greenland grabbed attention. He discusses U.S. negotiation priorities like bases, critical minerals, and Arctic shipping. Shane also reviews where Capitol Hill stands on appropriations and the main risks that could trigger a partial government shutdown.
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Davos Speech: Affordability Framed, Greenland Dominated
- President Trump's Davos speech aimed to reframe his message around affordability but was overshadowed by Greenland remarks.
- The Greenland focus lowered tensions and shifted attention away from domestic affordability proposals.
Watch For A Domestic Affordability Pivot
- Expect the administration to pivot back to domestic affordability messaging after international distractions.
- Watch for policy proposals like credit-card caps and restrictions on investor home purchases.
Negotiation Focus: Bases, Minerals, and Shipping
- U.S. negotiation priorities on Greenland likely center on bases, critical minerals, and Arctic shipping routes.
- These priorities reflect strategic competition with Russia and China and economic resource needs.