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Let’s briefly talk about a few points:
1. Why has Trump recently shown greater tolerance towards hawks? The midterm elections in 2026 cannot afford to fail. So why this tolerance at this time?
2. I think December will still be a time for interest rate cuts.
3. In the American industry, relying on AI? But AI is currently insensitive to interest rates. So in the possibility of stagflation, is lowering interest rates a more realistic path?
4. The weakening of employment will continue until 2026.