The Real Reason You Should Watch Fed News When Investing in Stocks? | Myeong Min-jun, Kang A-rang, Shin Eol

The Real Reason You Should Watch Fed News When Investing in Stocks? | Myeong Min-jun, Kang A-rang, Shin Eol [Stock Beginner Rescue Team]
Watch on YouTube ↗  |  April 28, 2026 at 14:01  |  43:09  |  3PRO TV (삼프로TV)
Speakers
Shin Eol — Team Leader, Investment Strategy, Sangsangin Securities
Myung Min-jun — Host
Kang A-rang — Host

Summary

The video is a beginner-focused market discussion with Sangsangin Securities team lead Shin Eol about why Fed policy matters for Korean investors. It covers the upcoming FOMC, Powell's likely final press conference, Kevin Warsh's expected chairmanship, oil and Iran risks, and how Fed easing or a hawkish surprise could affect US and Korean equities, sectors, Bitcoin, and USD/KRW. The guest's base case favors risk assets and AI-linked markets, while he outlines conditional hawkish and oil-escalation scenarios.

  • Fed policy and FOMC are key drivers for Korean and global risk assets.
  • Kevin Warsh is seen as likely next Fed chair and rate-cut oriented.
  • Oil and Iran tensions are treated as supply shocks that may delay, not reverse, Fed easing.
  • Base case favors Nasdaq, KOSPI, KOSDAQ, Bitcoin, AI, semiconductors, and big tech.
  • KOSPI leadership may broaden to semiconductor equipment/materials and power equipment.
  • A hawkish Powell surprise could hurt tech, AI, mid/small caps, and emerging markets while helping financials, energy, and staples.
  • Oil escalation could push crude higher regardless of rate hikes.
  • Fed easing could weaken USD/KRW and support Korean risk sentiment.
Ideas
Shin Eol Team Leader, Investment Strategy, Sangsangin Securities 7:21
War escalation drives oil higher.
If the US-Iran conflict escalates, oil can rise further regardless of rate hikes because it is a supply shock; this supports higher oil prices and creates inflation risk.
WTI MED
Shin Eol Team Leader, Investment Strategy, Sangsangin Securities 10:47
Fed easing supports risk assets.
Kevin Warsh is the likely next Fed chair and is rate-cut oriented. Oil-driven inflation from war is a supply shock that should not change the direction of Fed easing, only delay it. When global liquidity loosens and the Fed cuts, Nasdaq 100 tends to outperform, KOSPI and KOSDAQ have higher correlation with easing, foreign capital can move to Korea and China, Bitcoin can rise, and lower market rates support equity valuations.
BTC QQQ EWY KOSDAQ HIGH
Shin Eol Team Leader, Investment Strategy, Sangsangin Securities 27:47
Wait for Powell before buying US stocks.
Ahead of Powell's likely final FOMC press conference, US equities may start cautiously. The speaker advises waiting for Powell's comments before actively investing because a hawkish surprise would hurt risk assets, while a benign tone would favor semis, big tech, and AI.
SPY MED
Shin Eol Team Leader, Investment Strategy, Sangsangin Securities 29:40
Hawkish Powell hurts tech, favors defensives.
If Powell unexpectedly says oil-driven inflation requires rate hikes, big tech, AI semiconductors, mid/small caps, and emerging markets/KOSPI would weaken, while financials, energy, and consumer staples would likely attract defensive/rate-beneficiary flows.
AI Semiconductors EEM MED
Shin Eol Team Leader, Investment Strategy, Sangsangin Securities 29:40
Hawkish Powell hurts tech, favors defensives.
If Powell unexpectedly says oil-driven inflation requires rate hikes, big tech, AI semiconductors, mid/small caps, and emerging markets/KOSPI would weaken, while financials, energy, and consumer staples would likely attract defensive/rate-beneficiary flows.
XLF XLE XLP MED
Shin Eol Team Leader, Investment Strategy, Sangsangin Securities 31:17
AI, semis, big tech continue higher.
If Powell does not sound hawkish and Warsh is likely to be more market-friendly, semiconductors, big tech, and AI stocks are likely to continue higher; Korean and US AI value-chain names should attract focus.
SMH XLK AI-SECTOR HIGH
Shin Eol Team Leader, Investment Strategy, Sangsangin Securities 31:25
Fed easing weakens USD/KRW.
If US market rates decline and the dollar weakens on Fed easing, USD/KRW can stabilize downward, implying a stronger won.
USD/KRW MED
Shin Eol Team Leader, Investment Strategy, Sangsangin Securities 31:30
KOSPI rally broadens to AI parts.
The KOSPI rally is broadening from large-cap exporters to semiconductor equipment/materials and power equipment, while US Nasdaq and Korean market flows are coupling around the AI value chain, likely keeping focus on these narrower AI-linked segments.
Korean semiconductor equipment/materials Power equipment MED
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This 3PRO TV (삼프로TV) video, published April 28, 2026, features Shin Eol discussing WTI, BTC, QQQ, EWY, KOSDAQ, SPY, AI Semiconductors, EEM, XLF, XLE, XLP, SMH, XLK, AI-SECTOR, USD/KRW, Korean semiconductor equipment/materials, Power equipment. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Shin Eol  · Tickers: WTI, BTC, QQQ, EWY, KOSDAQ, SPY, AI Semiconductors, EEM, XLF, XLE, XLP, SMH, XLK, AI-SECTOR, USD/KRW, Korean semiconductor equipment/materials, Power equipment