EN Home › Market Briefing · published Oct 7, 2026 morning (KST) · prices as of 2026-10-06 close한국어

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.

Yesterday's closes

Indicator	Close	Change	%
USD/KRW10-05	1,342.4	-1.8	-0.13%
Dollar Index10-06	101.87	-0.34	-0.33%
USD/JPY10-06	158.06	+0.07	+0.04%
US 10Y Yield10-06	5.270%	-4.0bp	-
Korea 3Y Yield10-06	3.933%	-0.4bp	-
KOSPI 20010-06	1,095.83	-13.22	-1.19%
Nasdaq 10010-06	31,224.47	+148.03	+0.48%
Nikkei 22510-06	70,683.98	+737.12	+1.05%
Hang Seng10-06	24,280.56	+240.22	+1.00%
DAX10-06	25,449.19	+194.98	+0.77%
WTI Crude10-05	89.43	-1.68	-1.84%
Gold10-05	4,156.80	-5.50	-0.13%
Bitcoin10-07	85,530	-196	-0.23%

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 1,342.4 won per dollar on October 5. That was down 1.8 won (0.13%) from the previous session and 7.31% below the 100-day average of 1,448.2. The Dollar Index fell 0.33% to 101.87 but stayed 1.55% above its 100-day average of 100.32. USD/JPY rose 0.04% to 158.06 yen per dollar, which was effectively flat. The US 10-year Treasury yield fell 4.0bp, from 5.310% to 5.270%, but remained well above its 100-day average of 4.692%. The Korea 3-year yield slipped 0.4bp to 3.933%, a small move.

Equities

The KOSPI 200 fell 13.22 points (1.19%) to 1,095.83, 5.43% below its 100-day average of 1,158.78. The Nasdaq 100 rose 0.48% to 31,224.47 and stayed 5.71% above its 100-day average. The Nikkei 225 gained 1.05% to 70,683.98, and the Hang Seng rose 1.00% to 24,280.56. Germany's DAX rose 0.77% to 25,449.19, almost level with its 100-day average. Major overseas indices rose while the KOSPI 200 alone fell, which made the Korean market's relative weakness stand out.

Commodities & Crypto

WTI crude closed at 89.43 dollars per barrel on October 5, down 1.68 dollars (1.84%). That was the largest decline in the market table, though WTI remains 3.81% above its 100-day average of 86.15 dollars. Gold fell 0.13% to 4,156.80 dollars per ounce, 3.79% below its 100-day average of 4,320.42 dollars. Bitcoin was at 85,530 dollars as of 07:00 KST, down 0.23%, a small move.

News and Markets

The US withdrew B-1 bombers from a base in the UK, citing Iran-linked threats. There were also reports that Houthi rebels are trying to take control of the Bab el-Mandeb Strait, an alternative route to the Strait of Hormuz. This news bears directly on oil supply routes, but WTI crude actually fell yesterday, so it is hard to say what effect the news had on oil prices. Reports that Republicans are on the defensive ahead of the US midterm elections are a political factor tied to uncertainty over the direction of US policy. In Korea, there was a string of hacking incidents at financial firms and an official conclusion on a landmine explosion on the western front. The input data contain no confirmed evidence that either caused this KOSPI 200 decline. A suspected leak at a Russian plague research institute is a health risk with no confirmed causal link to any specific asset so far.

What to Watch Today

Korea's National Assembly begins its parliamentary audit of the government, which runs for three weeks. Detailed coordination between Korea and the US on the Alaska liquefied natural gas project could become a point of contention. Another thing to check is how Middle East tensions, including Iran-related threats and the situation in Yemen, are reflected in WTI crude. The US 10-year Treasury yield remains at 5.270%, above its 100-day average of 4.692%, so the effect of rate moves on the Nasdaq 100 is another indicator to check. Because the KOSPI 200 moved differently from overseas indices, it is worth watching whether it rebounds today, along with USD/KRW around 1,342.4 won per dollar. Further announcements from national health authorities about the Russian plague incident are also a variable to check.

Yesterday's key world news

US Abruptly Pulls B-1 Bombers from UK Base Over Iran-Linked Threat· Geopolitics
Citing intelligence on an Iran-linked threat, the US withdrew 12 B-1 bombers from a British base, rushing them back to the US mainland before refueling was even finished. The threat from the seven-month US-Iran war has now reached bases in allied European countries.
Russian Plague Lab Worker Dies Amid Suspected Pneumonic Plague Leak· Society
A worker at a Siberian plague research institute died with symptoms of suspected pneumonic plague, and authorities have quarantined 5 medical facilities and are monitoring about 200 people. Russia's control of information and suspicions about biological weapons have heightened international concern about containment.
French Bond Yields Surge as Student Protests Intensify· Politics
French high school students' protests over school conditions have turned into violence across the country, with more than 5,000 people detained and over 500 schools closed. Political instability ahead of the presidential election has pushed France's bond yields sharply higher relative to Germany's.
Republicans on the Defensive Ahead of US Midterms as Trump's Approval Hits Record Low· Politics
Ahead of the US midterm elections, Republicans are shifting money to defend their strongholds, while President Trump's approval rating has fallen to 32%, the lowest of his term. If Democrats win both chambers of Congress, US policy could change significantly.
US Marine in Okinawa Arrested on Murder Charge, Straining US-Japan Alliance· Geopolitics
A US Marine stationed in Okinawa was arrested on suspicion of killing a local woman, and Prime Minister Takaichi lodged a strong protest with Washington and demanded steps to prevent it from happening again. The case has revived the debate over US troops at this key base as tensions over Taiwan remain high.

Full country-by-country summaries for Oct 6, 2026 (Korean) →

US 10-year Treasury yieldUSD/KRW exchange rateKOSPI 200Nasdaq 100WTI crude oil priceNikkei 225gold priceBitcoin price

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.