September oil price confirmed at $60"...Time to clear your mind and immediately get on the Korean stock market | Moon Hong-cheol, DB Financial Investment Asset Strategy Team Leader [Yeouido Insight]

Watch on YouTube ↗  |  May 07, 2026 at 09:02  |  43:35  |  3PRO TV (삼프로TV)
Speakers

Summary

Moon Hong-cheol predicts crude oil will fall to $60 by September-October and urges investors to buy Korean stocks now on strong earnings and low valuations. He also sees US Treasury yields dropping to 4% by June and gold rising after the war stabilizes. He clarifies that Kevin Warsh is a dove and that private credit risks are manageable.

  • Moon predicts crude oil will return to $60 by autumn as war disruptions are temporary.
  • He advises buying Korean stocks immediately, citing superb earnings and low P/E.
  • He expects US 10-year yield to fall to 4% by early June.
  • He sees gold prices rising again after the war situation normalizes.
  • He argues that Kevin Warsh is actually a dove despite hawkish appearances.
  • He notes that private credit redemptions in May-June could cause volatility but are not systemic.
  • He emphasizes following the market trend rather than over-analyzing macro data.
  • He discusses a paradigm shift toward 'each for himself' supporting structural gold demand.
Trade Ideas
Moon Hong-cheol 2:04
Oil will fall to $60 by September.
Crude oil will decline to pre-war levels around $60 by September-October because infrastructure has not been destroyed (only disrupted), psychological normalization occurs after 3 months, and historical precedent from the Gulf War shows similar recovery. The current high oil price is driven by temporary supply disruption and fear, not lasting damage.
WTI HIGH
Moon Hong-cheol 12:54
Buy Korean stocks now, don't overthink.
Korean stocks (KOSPI) are attractive to buy now. Earnings are extremely strong (Samsung Electronics alone nearly equals all Japanese companies' combined earnings), forward P/E is still lower than US, Japan, and Taiwan, corporate governance has improved, and macro headwinds (oil, war, rate hike fears) will fade. Investors should stop overthinking and follow the trend.
EWY HIGH
Moon Hong-cheol 24:40
US 10-year yield drops to 4% June.
The US 10-year Treasury yield will decline to 4% by early June. As the 3-month psychological anxiety window from the war ends, oil prices and inflation fears will recede, allowing yields to fall. This is consistent with historical patterns.
US 10-Year Treasury Note HIGH
Moon Hong-cheol 28:30
Gold will rise after war ends.
Gold will rise again after the war situation stabilizes. Central banks (e.g., Turkey) sold gold to defend their currencies during the crisis, but once conditions normalize they will need to buy back gold. Additionally, the paradigm shift to an 'each for himself' world order supports structurally higher gold demand as a safe haven.
GLD MED
Up Next
1:11:52
[May 7th Closing Market Conditions] KOSPI Unfazed by Foreign Selling... Retail Investors Propel Market to All-Time High | Hong Seonae, Park Geunhyeong, Kim Jangyeol [Closing Bell Live]
3PRO TV (삼프로TV) · May 07
18:54
Sudden Plunge, Don't Be Fooled by Foreigners' Profit-Taking and Futures Games / 'This Stock' to Buy When Stock Prices Plummet | CEO Lee Kwon-hee
815 Money Talk (815머니톡) · May 07
46:29
US & Iran Weigh Potential Deal to End War as Trump Seeks Offramp | Daybreak Europe 5/7/2026
Bloomberg Markets · May 07
50:49
Asia Stocks Rally Hard as AI Boom Outpaces War Risks | Insight with Haslinda Amin 05/07/2026
Bloomberg Markets · May 07
3:22
Stocks Crazy Rally Won't Tire Naturally: 3-Minutes MLIV
Bloomberg Markets · May 07

This 3PRO TV (삼프로TV) video, published May 07, 2026, features Moon Hong-cheol discussing WTI, EWY, US 10-Year Treasury Note, GLD. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Moon Hong-cheol  · Tickers: WTI, EWY, US 10-Year Treasury Note, GLD