The yield on the US 10-year Treasury note touched 5.35%, its highest since April 2002, and the 30-year bond hit a 24-year high. Brent is back above $100 a barrel after Iran stepped up attacks on tankers in the Strait of Hormuz. Dearer Oil means faster inflation, so bond buyers want a bigger yield.

Brown Brothers Harriman’s (BBH) Elias Haddad notes the US Dollar (USD) is stronger against major currencies, with the Euro (EUR) lagging as French and Italian bonds lead a renewed global bond sell-off.

OCBC Bank strategists Sim Moh Siong and Christopher Wong argue that the US Dollar's (USD) structural support from the US technology and AI sectors remains intact, but they are more cautious on further near-term USD gains.

Dow Jones futures decline by 0.14% to trade near 51,750 during European hours on Wednesday. S&P 500 futures remain steady around 7,870, while Nasdaq 100 futures fall by 0.18% to trade near 31,430.

Rabobank strategist Molly Schwartz notes US Treasury yields fell across the curve, pressuring the US Dollar (USD) even as the US Dollar Index (DXY) stays close to 102. She highlights evolving Fed communication and multiple officials stressing inflation risks from AI, tariffs and energy.

The US Dollar (USD) trades higher against its major peers ahead of the release of Federal Open Market Committee (FOMC) minutes of the September policy meeting at 18:00 GMT.

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, attracts some dip-buyers during the Asian session on Wednesday, reversing a part of the previous day's corrective slide and retaking the 102.00 mark in the last hour.

Brent fell below $98 a barrel as Gulf exports picked up, and bond yields in Europe and the US fell with it. France got the most relief, as the extra yield investors want for holding its 10-year debt over Germany's narrowed to about 1.3 percentage points from more than 1.5 on Friday.

TD Securities notes the US economy and labor market are resilient but not overheating, leading them to push Fed rate hike calls to December 2026 and March 2027. They believe market pricing for Fed hawkishness has peaked and see it as hard to derive persistently bullish Dollar signals from Fed and data alone, even as their scorecard still ranks the USD highest.

Elias Haddad at Brown Brothers Harriman highlights that the Dollar has trimmed some recent gains but retains support from strong US data and Fed expectations. September ISM services and manufacturing indexes point to resilient growth, while Prices Paid suggest intensifying inflation.

ING’s Francesco Pesole notes that the Dollar remains supported early in the week, helped by Euro-specific weakness and higher global bond yields, even as strong equities cap gains. The ISM services data were slightly hawkish but not enough to shift expectations for an October Federal Reserve hold.

Dow Jones futures gain by 0.47% to trade near 51,800 during European hours on Tuesday. S&P 500 futures advance by 0.24% to trade around 7,840, while Nasdaq 100 futures rise by 0.27% to trade near 31,400.

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, is holding its position after posting modest gains the previous day and hovering around 102.10 after pulling back from nearly 18-month highs during the European hours on Tuesday.

The US Dollar (USD) trades broadly firm against its major currency peers as United States (US) bond yields remain higher due to persistent inflation fears.

France's government owes close to 120% of what its economy produces in a year. The gap between what France and Germany pay to borrow for 10 years reached about 1.5 percentage points on Friday, the widest since 2011.

Brown Brothers Harriman’s Elias Haddad notes the Dollar rallied broadly last week as DXY hit new cyclical highs alongside widening US-G6 rate differentials and a deepening global bond selloff.

The US Dollar Index (DXY) is testing fresh yearly highs near the 102.50 zone, powered by independent Euro (EUR) weakness and relative resilience in the Federal Reserve's (Fed) rate path.

OCBC strategists Sim Moh Siong and Christopher Wong highlight that the US Dollar (USD) has started Q4 2026 on a firm footing, supported by resilient United States (US) growth and hawkish Federal Reserve (Fed) risks.

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, is gaining ground after registering losses in the previous trading day and hovering around 102.20 after pulling back from nearly 18-month highs during the European hours on Monday.

ING’s Chris Turner notes the US Dollar (USD) remains supported as investors focus on French fiscal risks and repricing of European Central Bank (ECB) tightening versus a more resilient Fed path.

Dow Jones futures inch lower by 0.07% to trade near 51,440 during European hours on Monday. S&P 500 futures decline by 0.09% to trade around 7,770, while Nasdaq 100 futures remain steady near 31,070.

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, catches aggressive bids following Friday's dismal US jobs data-led downtick and jumps to a fresh high since April 2025 at the start of a new week.

DBS Group Research economist Philip Wee says the Dollar’s three-week rally is losing monetary-policy support as senior Federal Reserve officials push back against expectations for another rate hike at the October 28 FOMC meeting.

The US Dollar Index (DXY), an index of the value of the US Dollar (USD) measured against a basket of six world currencies, currently trades near 102.20 in the early Asian trading hours on Monday. The DXY holds positive ground amid safe-haven flows.

US employers added 29K jobs in September against a forecast of 90K, and July and August were revised down by a combined 60K. The unemployment rate rose to 4.2%, and hourly pay grew 3.0% over the year against a 3.2% forecast.

TD Securities' Macro Research’s FX team notes the softer US payrolls data is only marginally negative for the Dollar, with the labor market still described as buoyant and neither overheating nor deteriorating.

Brown Brothers Harriman’s Elias Haddad notes the recent US Dollar rally and bond selloff have stalled as FOMC officials temper expectations for an October rate hike.

Deutsche Bank’s Early Morning Reid team reports that the S&P 500 broke a three-day losing streak, helped by a pullback in US Treasury yields and more dovish FOMC commentary. Despite strong US data and earlier upward pressure on yields, markets now price a much lower probability of an October Fed hike, supporting US equities into the upcoming jobs report.

ING’s Chris Turner notes that the French debt sell-off triggered a reassessment of global rate expectations, but US short-dated yields only corrected modestly.

The US Dollar (USD) trades marginally lower on Friday ahead of the United States (US) Nonfarm Payrolls (NFP) data for September at 12:30 GMT.