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Now the yield on Japanese government bonds has risen to 1.835%, and the long-term borrowing interest rate has risen to 2.5%. Meanwhile, the interest rate on U.S. bonds is currently at 3%. I believe that a rate cut will encourage most borrowing funds to flow back to Japan, leading to a big dump in the U.S. stock market. However, not cutting rates won't solve the problem of the U.S. debt bomb, as the U.S. has to pay about 2 million dollars in interest every day. I think the fall has become a macroeconomic factor, along with AI.