Is the wind changing? Wall Street begins to discuss: How should investors respond to the "overheating" of the U.S. economy?

After Goldman Sachs warned that the risk of a "re-acceleration" of the U.S. economy is increasing, UBS began analyzing for clients the scenario of "what if the U.S. economy re-accelerates," defining economic acceleration as an increase of more than 10 points in the ISM Manufacturing Index within 12 months, and emphasizing it as a "significant risk that must be hedged." Citigroup, on the other hand, directly discusses the scenario of "economic overheating" in the U.S. as an important trading strategy, believing that after a cyclical slowdown in the economy in the next 1-2 quarters, there may be a risk of inflation reigniting in the second half of the year