Macro Finance
‘Sell America’ Debate Re-Emerges as US Policy Sows Doubt
Bloomberg Markets·August 6, 2026·1 min read
Global bond and currency investors are debating if it's time to dust off last year's 'Sell America' trade after a flurry of economic-policy decisions out of Washington over the past two weeks. Julia Hermann of New York Life Investment Management discusses tightening economic conditions and the pass through to equities.
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