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Daily Market Briefing

One page every morning (KST): yesterday's closes for USD/KRW, US 10-year yield, KOSPI 200, Nasdaq 100, crude, gold and Bitcoin, linked to the day's world news. Information only, not investment advice. Daily price pages: Markets.

Oct 9, 2026 · prices as of 2026-10-08 close

USD/KRW 1,344 higher: Oct 9 Korea market briefing

Yesterday, major stock markets fell across the board under pressure from high long-term US Treasury yields, and the KOSPI 200 posted the steepest drop, down 2.71%. USD/KRW rose 5.0 won to 1,344.0 won per dollar. Today, the indicators to check are whether the US 10-year Treasury yield stays above 5% and how Middle East geopolitical risk shows up in oil prices.

Oct 8, 2026 · prices as of 2026-10-07 close

USD/KRW 1,338 lower, US 10Y 5.28%: Oct 8 Korea market briefing

Yesterday the US 10-year Treasury yield rose to 5.28% and the KOSPI 200 fell 2.03%. Germany's DAX and the Nikkei 225 also declined, so major stock markets were weak overall. The first indicator to check today is whether USD/KRW follows the rise in the Dollar Index.

Oct 7, 2026 · prices as of 2026-10-06 close

US 10Y 5.27% lower: Oct 7 Korea market briefing

Yesterday the US 10-year Treasury yield fell 4.0bp to 5.270%, and the Nasdaq 100, Nikkei 225, Hang Seng and Germany's DAX all rose. The KOSPI 200 went the other way. It fell 1.19% to 1,095.83 and was the only major index to decline. Today's variables to watch are Middle East tensions involving Iran and the start of Korea's parliamentary audit of the government.

Oct 6, 2026 · prices as of 2026-10-05 close

USD/KRW 1,344 lower, US 10Y 5.31%: Oct 6 Korea market briefing

USD/KRW fell 1.05% to 1,344.2 won per dollar, while the US 10-year Treasury yield rose 3.0bp to 5.310%. Major stock markets were mostly higher, led by the Nikkei 225 with a 2.40% gain. WTI crude and gold fell. Today's variables to watch are the risk in the Strait of Hormuz and how oil prices feed through to US yields.

Oct 4, 2026 · prices as of 2026-10-03 close

USD/KRW 1,344 lower, US 10Y 5.28%: Oct 4 Korea market briefing

Based on closing prices on October 2, USD/KRW fell 1.05% to 1,344.2 won per dollar, while the US 10-year Treasury yield rose 4.0bp to 5.280%. The Nasdaq 100 and Germany's DAX moved higher, while the Hang Seng and WTI crude declined. Today, one thing to check is how tensions in the Strait of Hormuz and the G7 release of strategic oil reserves are reflected in oil prices.

Oct 3, 2026 · prices as of 2026-10-02 close

USD/KRW 1,344 lower: Oct 3 Korea market briefing

Yesterday USD/KRW fell 14.2 won to 1,344.2 won per dollar. The US 10-year Treasury yield, by contrast, rose 4.0bp to 5.280%, so rates and the exchange rate moved in opposite directions. In equities, the Nasdaq 100 and Germany's DAX each gained more than 1%, while the Hang Seng fell 2.60%. Today, the variables to watch are whether long-term government bond yields in major economies keep rising and how tensions around the Strait of Hormuz develop.

Oct 2, 2026 · prices as of 2026-10-01 close

US 10Y 5.24% lower, Nikkei 225 surges: Oct 2 Korea market briefing

The US 10-year Treasury yield fell 5bp yesterday to close at 5.240%. In Asian equities, the Nikkei 225 rose 3.30% and the KOSPI 200 gained 2.09%, while Germany's DAX fell 1.03%. Today, one thing to watch is how Russia's nuclear warning and mixed signals on US AI regulation show up in sentiment toward risk assets.

Oct 1, 2026 · prices as of 2026-09-30 close

US 10Y 5.29% higher, USD/KRW 1,354 lower: Oct 1 Korea market briefing

The US 10-year Treasury yield rose 3.0bp yesterday to 5.29%, and USD/KRW fell to 1,354 won per dollar at its latest close (September 29). The Nikkei 225 jumped 1.94%, but the KOSPI 200 and the DAX fell, and WTI crude dropped 3.48%. The variable to watch today is how the US responds in its talks with Iran on reopening the Strait of Hormuz.

Sep 30, 2026 · prices as of 2026-09-29 close

US 10Y 5.26%, gold down 3.54%: Sep 30 Korea market briefing

Yesterday, the US 10-year Treasury yield rose 2.0bp to 5.260% and gold fell 3.54% to 4,168.40 dollars. Commodities saw the biggest moves. Asian stock markets were weak, while the Nasdaq 100 and the DAX edged higher. Today's variables to watch are the further talks with Iran that President Trump has announced and his review of whether to resume military strikes, and how both are reflected in oil prices.

Sep 29, 2026 · prices as of 2026-09-28 close

US 10Y 5.24%, KOSPI 200 down 3.27%: Sep 29 Korea market briefing

Yesterday the US 10-year Treasury yield rose 7.0bp to 5.240% and the KOSPI 200 fell 3.27%, so higher yields and weaker stocks showed up together. USD/KRW fell 0.88% to 1,357.0 won per dollar, which means the won strengthened, while the Korea 3-year yield jumped 11.3bp. Today, one thing to check is how news of indirect US-Iran talks over the Strait of Hormuz feeds into oil prices and yields.

Sep 27, 2026 · prices as of 2026-09-26 close

USD/KRW 1,357 lower, US 10Y 5.11%: Sep 27 Korea market briefing

USD/KRW fell 12.0 won (0.88%) from the previous day to 1,357.0 won per dollar. The US 10-year Treasury yield rose 15.0bp to 5.110%. Stocks moved in different directions: the Nikkei 225 and KOSPI 200 gained, while the Hang Seng fell. WTI crude dropped 2.33%, the largest move on the market table. Today's indicator to check is whether rising yields and a falling USD/KRW continue to move together.

Sep 26, 2026 · prices as of 2026-09-25 close

US 10Y up to 5.11%, WTI 94.6 dollars: Sep 26 Korea market briefing

The US 10-year Treasury yield jumped 15.0bp to 5.110% and WTI crude rose 2.66% to 94.61 dollars, so energy-driven pressure on rates showed up clearly in prices. The Dollar Index, by contrast, fell 0.33% to 100.97, and USD/JPY dropped 1.10% to 157.15 yen per dollar. Among major stock markets, the Nikkei 225 and KOSPI 200 rose, and only the Hang Seng fell. Today, the indicator to check is whether oil prices and US long-term yields keep moving in the same direction.

Sep 25, 2026 · prices as of 2026-09-24 close

WTI 94.61 dollars +2.66%, US 10Y 5.11%: Sep 25 Korea market briefing

Yesterday, interest rates and oil prices moved higher together. The US 10-year Treasury yield jumped 15.0bp to 5.110%, and WTI crude rose 2.66% to 94.61 dollars. USD/KRW rose 3.0 won to 1,369.0 won per dollar, and the KOSPI 200 gained 1.15% to 1,126.12. The point to check today is how the rise in rates and oil prices shows up in exchange rates.