Iran war live: Trump hints US could strike Iran, warns time coming
Trump says the US may “blow up” Iran or strike a deal, insisting the standoff will end very soon one way or the other.
Al Jazeera
Daily Brief
EN → 한국어
Thursday, October 1, 2026
Today's Brief
Today’s Key Insight
South Korea’s export engine has hit a historic milestone with September exports reaching a record $120.9 billion, propelled by unprecedented semiconductor demand. However, this stellar macroeconomic performance faces a backdrop of escalating geopolitical risks as Donald Trump hints at potential US military action against Iran. Prior-session market data reflects a cautious atmosphere, with rising oil prices and elevated Treasury yields signaling underlying investor anxiety.
Market Overview
Korea. South Korea’s trade balance received a massive boost as September exports surged to a record high, with semiconductor exports topping $60 billion for the first time. This fundamental strength has yet to be fully priced in, as the latest available KOSPI (-0.48%) and KOSDAQ (+0.72%) figures reflect only the prior session’s close on September 30.
US. US equity markets closed mixed in the prior session on September 30, with the Dow dropping 0.86% while the Nasdaq edged up 0.24%. Market caution was evident in risk indicators from the same session, as the VIX rose to 16.34 and the 10-year US Treasury yield climbed to 5.29%.
Cross-Market Signals
- Geopolitical Friction and Crude Oil Pressures: Trump’s rhetoric regarding potential strikes on Iran coincides with WTI crude rising 1.23% to $90.48 in the prior session, highlighting how geopolitical threats continue to support elevated energy prices.
- Export Strength and Currency Dynamics: The historic surge in South Korean semiconductor exports provides a strong fundamental cushion for the Korean Won, which was recorded at 1,350.50 per USD in the prior session despite a slightly stronger Dollar Index.
Markets as of 2026-09-30 close ⚪ Neutral
VIX +1.9% ↑ · USD/KRW -0.7% (달러 약세)
S&P Sectors
Tech +nan%
Finance +nan%
Health +nan%
Energy +nan%
Industrial +nan%
Staples +nan%
Utilities +nan%
Real Estate +nan%
Materials +nan%
Comms +nan%
Discretionary +nan%
World
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매일경제
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한겨레