‘Sell America’ Debate Re-Emerges as US Policy Sows Doubt

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, Director: Global Market Strategy at New York Life Investment Management, discusses tightening economic conditions, the pass through to equities, and a resurgence in the 'sell America' trade. (Source: Bloomberg)