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Klein said in an interview this week: "There is strong demand in the market for more advanced software and artificial intelligence to support business scaling." He confirmed that this sector contributes about 10% of the company's revenue.

Baumann stated that she has not heard of companies laying off employees, but she remains concerned about the job market. She also said she still expects three rate cuts this year. Regarding banking regulation, Baumann hopes to ensure that the current banking regulatory reforms fully take into account the needs of banks and will continue to adjust regulatory rules based on the characteristics of banks. Baumann is closely monitoring the situation in the private credit sector and is also paying attention to leverage in the artificial intelligence sector, ensuring that regulators can keep an eye on related risks. Baumann expressed her anticipation of working with Kevin Walsh, and if his appointment is approved, it will have a significant impact on the Federal Reserve. Regarding Federal Reserve Chairman Powell, Baumann said Powell has made clear his tenure arrangements at the Fed and will let Powell himself explain the relevant situation.

On March 20, Bank of America stated that the market has largely ruled out the possibility of a Federal Reserve rate cut—investors are now focused on what factors might trigger a rate hike instead. The bank outlined three key conditions: a stable labor market, Jerome Powell continuing as chairman, and a sustained but moderate oil shock triggered by Iran. If oil prices remain in the range of $80 to $100, the likelihood of a rate hike will significantly increase. Persistent inflation and rising energy prices are putting pressure on the Fed, making the case for a rate cut difficult to justify. Powell has adopted a hawkish stance, emphasizing inflation risks and the uncertainties surrounding the Iran conflict. In short: if the oil shock continues, the Fed may shift back to a tightening policy.