EN Home › Market Briefing · published Oct 10, 2026 morning (KST) · prices as of 2026-10-09 close한국어

US 10Y lower at 5.22%: Oct 10 Korea market briefing

The US 10-year Treasury yield fell 6.0bp to 5.22%. Over the same period, WTI crude jumped 3.64% and the KOSPI 200 dropped 2.71%, so assets moved in different directions. Today's variable to watch is how the US-Iran standoff and the blockade of the Strait of Hormuz show up in oil prices.

Yesterday's closes

Indicator	Close	Change	%
USD/KRW10-08	1,344.0	+5.0	+0.37%
Dollar Index10-09	102.30	+0.12	+0.12%
USD/JPY10-09	158.42	+0.23	+0.15%
US 10Y Yield10-08	5.220%	-6.0bp	-
Korea 3Y Yield10-08	3.983%	+2.2bp	-
KOSPI 20010-08	1,044.52	-29.11	-2.71%
Nasdaq 10010-09	30,883.15	+157.34	+0.51%
Nikkei 22510-09	69,030.92	-11.19	-0.02%
Hang Seng10-09	24,211.35	+425.56	+1.79%
DAX10-09	25,087.27	+280.30	+1.13%
WTI Crude10-08	91.49	+3.21	+3.64%
Gold10-08	4,157.00	+16.30	+0.39%
Bitcoin10-10	82,530	+810	+0.99%

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 1,344.0 won per dollar on October 8, up 5.0 won (0.37%) from the previous day. That is still 6.89% below its 100-day average of 1,443.5. The Dollar Index rose 0.12% to 102.30, and USD/JPY also rose 0.15% to 158.42 yen per dollar. The US 10-year Treasury yield fell 6.0bp to 5.220% but remains above its 100-day average of 4.707%. The Korea 3-year yield rose 2.2bp to 3.983%, so Korean and US rates moved in opposite directions.

Equities

The KOSPI 200 closed at 1,044.52 on October 8, down 29.11 points (2.71%) from the previous day and 9.64% below its 100-day average. The Nasdaq 100 rose 0.51% to 30,883.15, 4.38% above its 100-day average. In Asia, the Hang Seng rose 1.79% to 24,211.35, while the Nikkei 225 slipped 0.02% to 69,030.92 and was almost unchanged. In Europe, Germany's DAX rose 1.13% to 25,087.27. Korean stocks stood out for their weakness in this round of prices.

Commodities & Crypto

WTI crude closed at 91.49 dollars on October 8, up 3.21 dollars (3.64%) from the previous day, the biggest move in this market table. It is 6.68% above its 100-day average of 85.76 dollars. Gold rose 0.39% to 4,157.00 dollars but is 3.45% below its 100-day average. Bitcoin was at 82,530 dollars as of 7 a.m., 0.99% above the previous daily close at 9 a.m.

News and Markets

The US Department of Defense ordered preparations to resume military operations against Iran, and Iran is keeping the Strait of Hormuz blockaded. On top of this, a Houthi attack on a Saudi airport raises the possibility that high oil prices could last longer, a factor directly tied to WTI crude. Samsung Electronics posted a record quarterly operating profit in the third quarter, but its shares fell more than 2% on concerns about slowing profit growth and the end of its share buyback, among other factors. The People's Bank of China issued its first statement on the exchange rate saying it would not carry out competitive devaluation, and the European Parliament adopted a resolution calling for economic reciprocity from China, giving material for following China-Europe trade tensions. A direct causal link between these news items and the gains in the Hang Seng and DAX cannot be confirmed from the input data alone.

What to Watch Today

President Trump said he would not attack Iran before the midterm elections. At the same time, he is holding to the principle of maintaining the blockade and pushing additional sanctions on the shadow fleet, making this a Middle East variable to check for its effect on oil prices. The landfall path and extent of damage from Hurricane Isaias, approaching the US Gulf Coast, are also variables to check. Whether the pattern of a rising Korea 3-year yield and a falling US 10-year Treasury yield continues, and how USD/KRW moves around 1,344 won per dollar, are indicators to watch. The semiconductor sector following Samsung Electronics' results and the movement of the KOSPI 200 are also indicators to check.

Yesterday's key world news

Pentagon orders preparations to resume Iran operations as Iran keeps Hormuz blockade· Geopolitics
The US Department of Defense ordered Central Command to prepare to resume military operations against Iran, though Trump said there would be no attack before the November 3 midterms. The strait blockade and a Houthi attack on a Saudi airport could prolong high oil prices.
Russian guided bomb kills at least 33 in attack on Kramatorsk bus· Geopolitics
A Russian guided bomb struck a city bus in Kramatorsk, Ukraine, killing at least 33 people in one of the deadliest single attacks this year. Secretary of State Rubio warned of a dangerous phase, saying the alternative to negotiation is only escalation.
European Parliament takes hard line on China as PBOC declares 'no competitive devaluation'· Economy & Markets
The European Parliament adopted a resolution demanding economic reciprocity from China, and the People's Bank of China issued its first exchange-rate statement pledging no competitive devaluation. Chinese exports diverted by US tariffs are flooding into Europe, deepening trade tensions.
On third anniversary of Oct 7 attack, Israel's election three weeks away turns on Netanyahu's responsibility· Politics
Tens of thousands gathered in Tel Aviv to mark three years since Hamas's October 7 attack, with Eisenkot's opposition and Netanyahu locked in a close race three weeks before the election. A failure to form a coalition could trigger another election, adding to Middle East uncertainty.
Samsung Electronics posts record Q3 operating profit of 107 trillion won· Tech & Industry
Samsung Electronics topped 100 trillion won in quarterly operating profit for the first time, with Q3 revenue of 195 trillion won and operating profit of 107.4 trillion won. The result reflects an AI-driven memory boom, but shares fell more than 2% on growth-slowdown concerns.

Full country-by-country summaries for Oct 9, 2026 (Korean) →

USD/KRW exchange rateUS 10-year Treasury yieldKOSPI 200WTI crude oil priceNasdaq 100Hang Seng indexBitcoin priceKorea 3-year yield

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.