Nick has indicated that inflation may rise.

Currently, there are no good news on the macro front, and there is still the April tax season to wait for - although that is still a bit far off.

The only turning point this year may be the Xi-Trump meeting… but that time has not come yet, and neither side has expressed a desire to talk for now.

I find it quite strange that the U.S. imports 4 trillion, and even if Trump raises tariffs, it would only amount to 400 billion (10%) to 800 billion (20%). Meanwhile, a one-point reduction in interest rates equates to 360 billion… looking at it this way, either tariffs need to be raised to over 20% or even higher - this scenario directly resembles the situation before World War II, preparing for a world war.

Otherwise, tariffs are just a facade, and lowering interest rates is the fundamental issue - but it feels like it's not this path, but rather the previous one.

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