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World briefing — November 5, 2026

As of 2026-11-05

What changed since yesterday

World trends

War & Conflict

Ukraine said Russia struck its energy grid overnight on Nov. 2-3 with 289 drones and 76 missiles. Gaza's post-ceasefire death toll was updated to at least 1,580. The other conflicts had no newly confirmed developments, so earlier accounts stand.

Geopolitics & Diplomacy

Explosions were reported on Iran's Qeshm Island near Hormuz on Nov. 3, with US media describing US 'defensive' strikes (preliminary). Qatar-mediated talks continue: Vice President Vance voiced optimism, while Iran's foreign ministry said the 'ball is in the US court' and that Hormuz could reopen within two days if the blockade is lifted.

Counting in the Nov. 3 midterms led CBS to project a Democratic House, and outlets reported Democrats ahead in the Senate (Forbes: 54-44 with two races uncalled; preliminary). President Trump was reported ready to accept the results, and the Iran war is cited as a drag on Republicans.

In Ukraine, Russia struck energy facilities in nine regions overnight on Nov. 2-3 with 289 drones and 76 missiles, and three DTEK thermal plants reportedly halted output (preliminary). The Oleshky truce expired on Nov. 1.

Israel's elections committee published final results: Netanyahu's bloc 53 seats, the opposition 48 and Arab parties 19, with no side at 61. The new Knesset is sworn in Nov. 10, and prolonged coalition talks or another vote are being discussed.

Abu Dhabi trilateral talks among the US, Russia and Ukraine are targeted for the first half of November with no date set, and China's rare-earth control suspension expires Nov. 10. Ebola in the DRC stood at 10,274 confirmed cases and 4,992 deaths as of Oct. 28 and continues to spread.

Finance & Economy

On Wednesday, Nov. 4, US stocks surged as the Democratic midterm win cleared political uncertainty and oil plunged. The Dow rose 3.03% to 53,356.12, its best day of the year; the S&P 500 gained 1.58% to 7,688.62 and the Nasdaq 1.44% to 25,736.51.

Oil settled sharply lower, WTI at $88.12 (-8.3%) and Brent at $94.62 (-8.7%), on hopes the Republican defeat would hasten an end to the Iran war. A senior Iranian official said a deal is still far off, so volatility remains.

With the dollar index at a four-week low of 101.3-101.5 and the 10-year yield near 4.93%, spot gold reclaimed $4,000 (preliminary). EUR/USD rose to about 1.124 and bitcoin rebounded to around $80,000.

Apple closed at a record $349.51 in the post-election rally (single-source tally). Amazon rose more than 8% and Google more than 6%.

The KOSPI fell more than 3% intraday with the US vote count but closed up 0.62% at 5,683.80, with foreigners net selling about 2.5 trillion won. The Nikkei fell 1.42% to 62,188.63 after the Culture Day holiday (single-outlet report).

Tech & Energy

Korean memory stocks swung with the US vote count on Nov. 4 but ended little changed, Samsung Electronics at 218,000 won (-0.68%) and SK hynix at 1,396,000 won (-0.14%), while the KOSPI rose 0.62%.

Apple posted record September-quarter revenue of $114.5 billion on Nov. 2 and slid after hours on December-quarter margin guidance, but closed at a record $349.51 in the Nov. 4 post-election rally (single-source tally). It was CEO John Ternus's first earnings report.

OPEC+'s seven core members held December output targets at about 31 million bpd on Nov. 1; the full group meets Nov. 29 to set 2027 quotas. The Iran war continues to constrain Gulf supply.

Hopes of reopening Hormuz that drove the oil slide also spread to gas markets: about 93% of Qatar's LNG exports pass through Hormuz with no alternative route. The rare-earth control suspension expires Nov. 10, with no formal extension announced.

Anthropic filed its S-1 on Oct. 26; the roadshow can start Nov. 10 at the earliest, with a listing targeted before Nov. 26 (preliminary). The price range has not been disclosed.

Active conflicts

Key indicators

US Fed Funds Rate3.75-4.00% ―[As of Mon 11/2 close] Unchanged since the Oct. 28 FOMC hold. Markets await Friday's jobs report and the December decision.
S&P 5007,688.62 (+1.58%) ▲[Close, Wed Nov 4] Stocks surged as a Democratic sweep of Congress cleared political uncertainty and oil plunged. The Dow rose 3.03% to 53,356.12, its best day of the year.
Nasdaq Composite25,736.51 (+1.44%) ▲[Close, Wed Nov 4] Big tech, including Apple and Amazon, rallied after the midterms. Up 364.50 points from the prior close of 25,372.01.
US 10-Year Yieldabout 4.93% ▼[Wed Nov 4, preliminary] Yields fell as bonds rallied on the Democratic win and the oil plunge. The 10-year dipped to about 4.88% intraday; closing readings range from 4.92% to 4.93% depending on the source.
VIX Volatility Indexabout 19.5 ―The Nov. 3 close was reported at 20.83, and the index fell to a 16.6-18.7 range intraday on Nov. 4 (official close not confirmed). The figure shown is the earlier reading.
Crude Oil (WTI / Brent)WTI $88.12 / Brent $94.62 (Brent January contract) ▼Nov 4 settlement: WTI fell 8.3% and Brent 8.7% as the Republican midterm defeat raised hopes for an earlier end to the Iran war. Brent had settled at $103.60 the day before.
Goldabout $3,950/oz (COMEX futures) ―[Wed Nov 4, preliminary] Spot gold jumped about 3% to $4,035-$4,047 as the dollar and yields fell, reclaiming $4,000. The COMEX settlement is not confirmed; the December contract settled at $3,940.4 on Nov 3.
Bitcoinabout $80,000 ▲Rebounded to around $80,000 in the US evening of Nov 4, after dipping to about $75,600 in early returns. Daytime reports had it at $77,000-$78,500.
KRW/USDKRW 1,341.5 per dollar (Seoul 3:30 pm close, Nov. 4) ―Up 0.5 won from the Nov 3 close of 1,341.0. It traded between 1,336.1 and 1,347.2 intraday and pared losses after Trump's camp effectively conceded. Seoul's close comes before the New York session.
JPY/USDabout 157.9 yen ―[Wed Nov 4, preliminary] The dollar fell sharply on early projections but recovered most of the drop as stocks rallied. Quotes range from 158.09 to 158.43 yen; the figure shown is the earlier reading.
EUR/USDabout 1.124 ▲[Wed Nov 4, preliminary] The euro gained about 0.5% (1.1236-1.1251) as the dollar index hit a four-week low near 101.3-101.5.
KOSPI5,683.80 (+0.62%) ▲[Close, Wed Nov 4] The market was open as normal. After a roller-coaster session with an intraday range above 7 percentage points amid the US vote count, the index ended slightly higher. Foreigners net sold about 2.5 trillion won. KOSDAQ closed at 714.95 (+1.50%).

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