0915 Tuesday / Waiting for Thursday morning
- What to look for
- You can review an assessment of the waiting phase that covers foreign investors' selling of 1.5 trillion won ahead of the FOMC, the wait-and-see levels of 6,600 on the KOSPI and 800 on the KOSDAQ, and global interest rate pressure.
- Why it matters
- This helps you learn criteria for acting after confirming information, such as maintaining 30% cash and responding during Thursday's Korean trading session or Friday afternoon.
AI summary
Reviewing indicators after the market close on Tuesday, September (month 9) 15, the video describes a market waiting without a clear direction until the FOMC results come out early Thursday morning. Foreign investors are net sellers of approximately 1.5 trillion won during the regular session and nearly 5 trillion won over the week, so this is not yet a signal of active buying. It views the KOSPI level of 6,600 and the KOSDAQ level of 800 as points where direction needs to be confirmed after the FOMC. It explains that the dollar/won and dollar/yen exchange rates reflect dollar strength driven by caution ahead of the FOMC and rising US interest rates, while the US 10 year Treasury yield reaching 5% and the Korean 3 year government bond yield entering the 4% range show mounting global interest rate pressure. Samsung Electronics and SK Hynix are waiting at key price levels. Oracle, arguments for slowing the pace of AI, gold, and the BOJ event are all viewed as variables encouraging a wait-and-see stance ahead of Thursday's and Friday's policy events. It advises individual investors to maintain cash at around 30% and respond after information becomes available, such as during Thursday's Korean trading session or Friday afternoon after the BOJ.