Brazil Election Heads to Runoff, Bessent Downplays Concerns on Yields, AI
THE SO WHAT
Macro desks are starting to treat AI as just another cyclical risk factor alongside elections and yields—which means AI exposure is now part of country and sector risk models, not just tech stock narratives. If your business is AI-levered and EM-exposed, expect investors and lenders to probe how you’d handle an AI correction layered on top of political volatility.
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