agree 🍑 As you said, there is no need to overly worry about the recent weakness of soft data and hard data - economic recession is a short-term narrative, not a long-term narrative. In the short term (second half of 2025), facing the demand shortage caused by tariff expectations (demand side problem), the Federal Reserve and the Treasury have too many means to balance this recession and growth. The demand side problem can be solved by internal macroeconomic regulation.