20260827 Domestic Economic Issues

🗂BOK MPC Rate Decision D-Day & Won/Dollar Exchange Rate Hovers Around 1,380 Won Ahead of the Bank of Korea Monetary Policy Committee's rate decision, the won/dollar exchange rate in the Seoul foreign exchange market slightly declined to 1,384.8 won, showing a sideways trend. Attention is focused on the BOK's policy direction amidst household debt and external volatility. 🗂Expectations for Eased Domestic Inflation and Domestic Demand Burden Due to Stable Oil Prices The easing of import price burdens due to falling global oil prices has somewhat calmed the premature caution in the domestic financial market. However, the upward momentum of the index remains constrained as foreign net selling has not completely subsided. 🗂Index Bottom Defense Led by Institutions Amidst Continuous Foreign Selling Foreign investors continued their net selling for the fourth consecutive trading day, putting supply pressure on the stock market. Conversely, institutional investors entered the market to buy at lower prices in sectors like finance, nuclear power, and construction, which have momentum from dividends and value-up initiatives, defending the index.