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The 'Sell America' Trade Is Real, Cohn Says
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Why This Matters
Gary Cohn, IBM Vice Chairman, acknowledges the 'Sell America' trade, a phenomenon where investors are selling US assets due to geopolitical tensions, but remains optimistic about the US economy due to high GDP growth.
Market Impact
Market impact analysis based on neutral sentiment with 60% confidence.
Sentiment
Neutral
AI Confidence
60%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
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 on "Bloomberg Surveillance" at the 2026 World Economic Forum in Davos, Switzerland. (Source: Bloomberg)
Original article published by
Bloomberg
on January 20, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.