Capital Economics: If Harris wins, the stock market will continue to benefit from the bubble driven by artificial intelligence

Kaiyuan Macro stated that if Harris is elected as the President of the United States, her policies are expected to largely follow in Biden's footsteps.

Economist Julia Belikova said that under such circumstances, the yield on US 10-year Treasury bonds would slightly decrease to 4%, the dollar would weaken, and global stock markets would continue to benefit from bubbles driven by artificial intelligence. She said: "This will in turn help maintain a strong risk preference globally and support emerging market assets." Belikova added that Harris serving as president could be particularly beneficial for those emerging markets hoping to benefit from "friendly outsourcing".