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EN Home › Market Briefing · published Sep 30, 2026 morning (KST) · prices as of 2026-09-29 close한국어

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.

Yesterday's closes

IndicatorCloseChange%
USD/KRW09-281,359.9+2.9+0.21%
Dollar Index09-29101.44+0.19+0.19%
USD/JPY09-29157.56+0.02+0.01%
US 10Y Yield09-295.260%+2.0bp-
Korea 3Y Yield09-294.076%-4.3bp-
KOSPI 20009-291,088.15-1.13-0.10%
Nasdaq 10009-2930,339.33+62.52+0.21%
Nikkei 22509-2965,481.27-396.35-0.60%
Hang Seng09-2924,523.57-118.94-0.48%
DAX09-2925,399.21+24.79+0.10%
WTI Crude09-2892.60+0.19+0.21%
Gold09-284,168.40-152.80-3.54%
Bitcoin09-3083,464+5+0.01%

The date next to each indicator is the trading day of that close. Bitcoin is the spot price at publication (7am KST). Yield changes are in bp (0.01 pp).

FX & Rates

USD/KRW closed at 1,359.9 won per dollar, up 2.9 won (0.21%) from the previous session. That is still 6.52% below its 100-day average of 1,454.8. The Dollar Index rose 0.19% to 101.44, 1.23% above its 100-day average of 100.20. USD/JPY was little changed at 157.56 yen per dollar. The US 10-year Treasury yield rose 2.0bp to 5.260% and stayed above its 100-day average of 4.650%. The Korea 3-year yield fell 4.3bp to 4.076%, so Korean and US rates moved in opposite directions.

Equities

The KOSPI 200 slipped 0.10% to 1,088.15, a slightly weaker but roughly flat session. It is 6.17% below its 100-day average of 1,159.68. In Asia, the Nikkei 225 fell 0.60% to 65,481.27 and the Hang Seng dropped 0.48% to 24,523.57, which were relatively larger declines. In the US, the Nasdaq 100 rose 0.21% to 30,339.33 and stayed 3.01% above its 100-day average. Germany's DAX also gained 0.10% to 25,399.21 and is near its 100-day average. Overall, the regions moved differently: Asia was weak, while the US and Europe were slightly firmer.

Commodities & Crypto

Gold closed at 4,168.40 dollars, down 152.80 dollars (3.54%), the largest move in the market table. After the drop, gold is 4.11% below its 100-day average of 4,347.06 dollars. WTI crude rose 0.21% to 92.60 dollars, 7.09% above its 100-day average of 86.47 dollars. As of 7:00 a.m., Bitcoin was at 83,464 dollars, almost unchanged from the previous day.

News and Markets

President Trump has announced further talks with Iran and is also reported to be weighing a resumption of military strikes. This news bears directly on the volatility of crude oil prices. UK diesel prices are already at a record high because of the war in the Middle East, another sign of tension in energy markets. The US and China agreed to lower tariffs on each other, set up a trade board and extend their trade truce. This eases worries about trade conflict, yet Asian stock markets were weaker yesterday. China's State Council decided to strengthen macro policy and expand investment, a variable that may feed into sentiment toward commodities and the Hang Seng. North Korea's declaration of nuclear-state status and signs of a landmine provocation in the DMZ add to tension on the Korean Peninsula, but the KOSPI 200 fell only 0.10% yesterday.

What to Watch Today

The first thing to check is whether the further US-Iran talks announced for this week go ahead, along with any remarks about military strikes. This variable may show up first in WTI crude prices. With the US 10-year Treasury yield holding high at 5.260%, how the Nasdaq 100 responds is another indicator to check. After gold fell 3.54% in a single day, its next move should be watched together with the Dollar Index. At home, the variables to watch are the Joint Chiefs of Staff's final findings on the explosion in the DMZ and any follow-up measures the military announces.

Yesterday's key world news

  1. Five Britons Detained Over Suspected Terror Plot Targeting RAF Fairford· Geopolitics

    Five people, all young British men living in London, were arrested near RAF Fairford, a UK base used by US bombers. A possible link to the base's role as a hub for strikes on Iran puts UK-US security cooperation to the test.

  2. US and China Agree to Reciprocal Tariff Cuts Worth $30 Billion· Economy & Markets

    At their eighth round of trade talks, the US and China agreed to mutual tariff cuts covering about $30 billion in goods, set up a trade board and extended their trade truce by two months. Easing tensions should calm markets until renegotiation in late November.

  3. Trump Signals More Talks with Iran While Weighing Renewed Strikes· Geopolitics

    Trump said he will hold further talks with Iran this week, while also considering a resumption of military strikes. With UK diesel prices already at record highs because of the Middle East war, oil price volatility is likely to increase.

  4. North Korea Declares Nuclear Status at UN as Evidence Points to DMZ Mine Provocation· Geopolitics

    North Korea told the UN General Assembly that its nuclear status is irreversible, while South Korea's Joint Chiefs of Staff said a DMZ explosion was very likely caused by a North Korean mine. Pyongyang's rejection of denuclearization talks and the alleged armistice violation are raising tensions on the Korean Peninsula.

  5. China's State Council Moves to Expand Macro Policy and Investment to Boost Growth· Economy & Markets

    Premier Li Qiang decided to strengthen macroeconomic policy and expand investment to support the economy, as industrial profits rose 15.7% year on year in January–August. Earlier bond issuance and more lending should lift sentiment in commodities and Asian markets.

Full country-by-country summaries for Sep 29, 2026 (Korean) →

US 10-year Treasury yieldUSD/KRW exchange rategold priceKOSPI 200Nasdaq 100WTI crude oil priceKorea 3-year yieldUS-China tariffs

This briefing is an automated summary of public market data and news-broadcast summaries from several countries, for information only — not investment advice. Figures follow the table's source data; markets may have moved since publication.