Trump Sends Subpoena to Powell…Former Fed Chairs Say 'Only Happens in Emerging Markets'; Well-Performing ETFs Selected as 2026 ETF.com Awards Candidates | SamproTV Coverage Team Lead Kwon Soon-woo

Summary

Kwon Soon-woo covers three main news items: the DOJ subpoena against Fed Chair Powell and warnings from former Fed officials about Fed independence; Q1 audit and delisting risks for speculative Korean stocks amid stricter listing standards; and the growth of ETFs, including 2026 ETF.com Awards candidates. He advises avoiding speculative Korean stocks and focusing on large caps in Q1, and highlights the Korean defense ETF KDEF's award nomination as a sign of rising global interest in Korean defense. The segment also reviews group-stock performance, with Hyundai and Samsung groups strong and LG weak, and flags potential market turmoil from Fed independence concerns.

• DOJ subpoena of Fed Chair Powell raises concerns about Fed independence and potential long-term rate volatility.
• Former Fed chairs and economists warn the action resembles emerging-market behavior and could hurt inflation and markets.
• Stricter KRX delisting standards and Q1 audit season create one-shot delisting risk for speculative Korean stocks.
• Kwon advises avoiding speculative stocks and focusing on large-cap Korean stocks in Q1.
• Korean ETF assets have grown from 50 trillion won to 300 trillion won over six years, with listings rising from 450 to 1,000.
• Korean defense ETF KDEF was named a 2026 ETF.com Awards finalist for Best New International Equity ETF.
• Hyundai Motor Group led recent group-stock returns, helped by robotics, autonomous-driving, and NVIDIA themes; Samsung Group also rose, while LG Group lagged.
• Tom Lee's Fundstrat ETF was among award candidates, though discussed mainly as news.