EN Home › Market Briefing · published Oct 11, 2026 morning (KST) · prices as of 2026-10-10 close한국어

US 10Y 5.22% lower: Oct 11 Korea market briefing

At the most recent close, the US 10-year Treasury yield fell 6.0bp to 5.22%. The KOSPI 200, however, dropped sharply by 2.71% to close at 1,044.52. Today's variables to watch are Iran's reply in talks on reopening the Strait of Hormuz and how Hurricane Isaias affects energy facilities in the Gulf of Mexico.

Yesterday's closes

Indicator	Close	Change	%
USD/KRW10-09	1,342.0	-2.0	-0.15%
Dollar Index10-10	102.23	-0.07	-0.07%
USD/JPY10-10	158.27	-0.15	-0.09%
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 Crude10-09	91.85	+0.36	+0.39%
Gold10-09	4,216.30	+59.30	+1.43%
Bitcoin10-11	83,005	+422	+0.51%

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 1,342.0 won per dollar on October 9, down 2.0 won (0.15%) from the previous day. That is 6.93% below its 100-day average of 1,441.9. As of the October 10 close, the Dollar Index fell 0.07% to 102.23, and USD/JPY slipped 0.09% to 158.27 yen per dollar. As of the October 8 close, the US 10-year Treasury yield stood at 5.220%, down 6.0bp from the previous day, though still above its 100-day average of 4.707%. On the same day, the Korea 3-year yield rose 2.2bp to 3.983%, moving in the opposite direction to US yields.

Equities

The KOSPI 200 closed at 1,044.52 on October 8, plunging 29.11 points (2.71%) from the previous day. At 9.64% below its 100-day average of 1,156.02, it was the weakest of the indices. As of the October 9 close, the Nasdaq 100 rose 0.51% to 30,883.15, staying 4.38% above its 100-day average. On the same day, the Hang Seng gained 1.79% to 24,211.35 and Germany's DAX rose 1.13% to 25,087.27. The Nikkei 225 was nearly unchanged, down 0.02% at 69,030.92.

Commodities & Crypto

Gold closed at 4,216.30 dollars per ounce on October 9, up 59.30 dollars (1.43%) from the previous day. It remains 2.00% below its 100-day average of 4,302.31 dollars. On the same day, WTI crude rose 0.39% to 91.85 dollars per barrel, 7.26% above its 100-day average of 85.64 dollars. Bitcoin was at 83,005 dollars as of 7 a.m., up 0.51% from the previous daily close.

News and Markets

President Trump announced that he had agreed with President Putin on a supply of Russian diesel. The deal involves an immediate shipment of Russian diesel and a temporary easing of sanctions by the US Treasury. According to reports, US diesel futures fell right after the announcement. However, the WTI crude price in the market table is the October 9 close, before the announcement, so it does not reflect this news. US media also noted that Russian diesel accounts for a small share of global supply, so the effect in pushing prices down may be limited. The reopening of the Strait of Hormuz under discussion between Iran and the US, and the hurricane about to make landfall on the Gulf of Mexico coast, are both variables directly tied to oil prices and maritime logistics.

What to Watch Today

Iran has said it will respond within days to the US proposal to reopen the Strait of Hormuz within seven days. This reply is the biggest variable for the WTI crude price. If Category 3 Hurricane Isaias makes landfall near the Florida Panhandle, it is worth checking whether power outages or disruptions to energy facilities occur along the Gulf of Mexico coast. At home, the indicator to check is how the KOSPI 200 trades early in the week while sitting 9.64% below its 100-day average. The US 10-year Treasury yield has eased within the 5% range while the Korea 3-year yield has risen, so whether the two yields keep diverging is also worth watching.

Yesterday's key world news

Trump and Putin agree on Russian diesel supply and temporary easing of Russia sanctions· Geopolitics
Trump announced a deal with Putin under which more than 300,000 tons of Russian diesel will be supplied immediately, with the US Treasury temporarily easing sanctions. The weakening of Russia sanctions is shaking diesel prices and the dynamics of the Ukraine war.
Navi Pillay wins Nobel Peace Prize as US sanctions the ICC as an institution· Geopolitics
Within hours of Navi Pillay winning the Nobel Peace Prize, the US sanctioned the ICC itself, prompting a joint statement of opposition from the foreign ministers of eight countries including Japan, France and the UK. The rift between the US and its allies over the international legal order may widen.
Iran and US hold indirect talks on reopening the Strait of Hormuz· Geopolitics
Iran is negotiating with the US through mediators on reopening the Strait of Hormuz; the US proposed reopening within 7 days and Iran said it would respond within days. Whether the strait reopens is the biggest variable for global oil prices and maritime logistics.
Hurricane Isaias strengthens to Category 3, nearing landfall on US Gulf Coast· Society
Hurricane Isaias has strengthened to Category 3 and is about to make landfall on the US Gulf Coast, with states of emergency declared in three states amid warnings of storm surge up to 9 feet. Large-scale power outages and energy and logistics disruptions are feared along the Gulf Coast.
ICE agent in New York fires on car carrying a 5-year-old· Politics
An ICE agent in New York fired at least seven shots at a car carrying a 5-year-old child, wounding the 28-year-old driver in the neck. As New York City clashes with the federal government, the immigration enforcement controversy is spilling into the midterm elections.

Full country-by-country summaries for Oct 10, 2026 (Korean) →

US 10-year Treasury yieldUSD/KRW exchange rateKOSPI 200Nasdaq 100WTI crude oil pricegold priceStrait of HormuzRussian diesel

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.