Is there a 'Sell America' trade?

IBM Vice Chairman Gary Cohn says he is still optimistic about the US economy despite geopolitical tensions, citing high GDP growth as a major tailwind. But he does say the "Sell America" trade is real. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern at the 2026 World Economic Forum in Davos, Switzerland.

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