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Julia Hermann Sees Election Uncertainty Raising Stakes for Treasuries and AI Leadership
Julia Hermann, Global Market Strategist at New York Life Investment Management, says markets could see significant churn as the midterm election outcome intersects with two key issues: fiscal policy and continued vulnerability in the Treasury curve, and the effect of policy on future AI market leadership. She suggests investors may care less about the results in any particular state than about uncertainty lifting. She speaks with Vonnie Quinn on "The Close." (Source: Bloomberg)
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