Kai Tuo Macro: If Harris wins, the stock market will continue to benefit from the AI-driven bubble.

Odaily Planet Daily News: According to Macro Polo, if Harris is elected as the President of the United States, her policies are expected to largely follow in Biden’s footsteps. Julia Belikov, an economist, said that in this case, the yield on 10-year US Treasury bonds will decrease slightly to 4%, the US dollar will weaken, and global stock markets will continue to benefit from the AI-driven bubble. She said, ‘This will in turn help maintain a strong risk preference for emerging market assets globally, support.’ Belikov added that Harris’s presidency may be particularly beneficial for emerging markets that are expected to benefit from ‘nearshoring’.