Heh. No. You really don't need macroeconomics to explain Toyota's decision making here... not everything is a nail, and that's one hell of a hammer you're holding.
I wouldn't, if it were just Toyota. But it's not. A lot of businesses are transitioning away from one-time sales to recurring revenue / subscription models.
What works for big tech will work for big X. The MBAs are learning. Non-tech industries have been talking about how to move to subscription models for 10+ years. Again, interest rate theory seems like the wrong tool here.
