Deep Tide TechFlow News, January 6th, according to Jintiao Data, J.P. Morgan Global Economist Mohit Kumar stated in a report that the geopolitical situation is difficult to trade, but in the coming days, some investment themes are expected to benefit. In the fixed income sector, as fiscal spending increases, bond yield curves are expected to become steeper. In the foreign exchange market, the theme of diversifying USD allocations should further develop, with gold becoming the main beneficiary. In the stock market, as global defense spending increases, defense stocks are expected to continue performing well.