ING’s Chris Turner argues Dollar strength after the Iran attack is justified and likely to persist. He highlights US energy independence versus Europe and Asia, and the risk that higher Oil and natural gas prices damage fossil-fuel importers.

Brown Brothers Harriman’s (BBH) Elias Haddad notes that the US-led military operation against Iran has driven a classic risk-off move, lifting the Dollar broadly while weighing on global equities.

TD Securities’ Global Strategy Team expects the US Dollar to benefit from safe-haven flows as markets react to the Iranian conflict. They anticipate that geopolitical risks will drive expectations for more Fed easing and note broad but measured Dollar buying in early trading.

HSBC Asset Management notes a spike in the policy uncertainty index on recent US trade and Federal Reserve headlines, even as US stocks range-trade and volatility stays contained. The team sees US growth near trend, with sticky but gradually moderating inflation through 2026.

Dow Jones futures fall 1.43% to near 48,300 during European hours ahead of the US regular market open on Monday. S&P 500 and Nasdaq 100 futures decline 1.42% and 1.74% to near 6,790 and 24,570 at the time of writing.

BNY’s Head of Markets Macro Strategy Bob Savage highlights that U.S. ISM surveys, PMIs and the jobs report will be central for Dollar and rates pricing this week.

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, depreciated after reaching five-week highs, hovering around 97.90 during the Asian hours on Monday.

S&P 500 futures slid more than 1% to 6,820 during Asian trading hours, ahead of the US regular session open. Equity futures came under pressure after the United States (US) and Israel carried out coordinated strikes on Iran over the weekend, heightening risk aversion.

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 98.00 during the early Asian trading hours on Monday.

The US Dollar (USD) lost ground this week amid geopolitical uncertainty and the United States (US) trade policy developments after the Supreme Court ruled the Trump administration's tariffs illegal and he responded with a fresh round of levies.

DXY fell about 0.2% on Friday, grinding back into 97.60 after a hotter-than-expected Producer Price Index (PPI) report amplified concerns that inflation is proving stickier than the Federal Reserve (Fed) would like, weighing on growth expectations and dragging the Greenback lower.

The Dow Jones Industrial Average fell 600 points, or 1.15%, tumbling back below 49,000 on Friday, capping off a turbulent final trading week in February. The S&P 500 dropped around 0.7% while the Nasdaq Composite lost roughly 0.9%.

The US Dollar Index (DXY), which tracks the Greenback's value against a basket of six major currencies, shows a limited reaction to the stronger-than-expected US Producer Price Index (PPI) data. At the time of writing, the index trades near 97.65, easing from the daily high around 97.85.

Brown Brothers Harriman’s (BBH) Elias Haddad notes the US Dollar is trading sideways as a lack of policy-relevant data keeps FX ranges contained, even as S&P500 futures signal further equity weakness and Treasury yields fall below 4.00%.

BNY's Head of Markets Macro Strategy Bob Savage highlights that the U.S. Dollar has remained in a 95–99 range even as the LME Metals Index has surged, breaking a long-standing negative correlation.

Jan von Gerich at Nordea notes that US data flow has been light, but a December upside surprise in core PCE suggests price pressures may be easing more slowly than CPI implies.

Commerzbank’s Antje Praefcke argues that renewed tariff uncertainty under the US president is eroding long‑term confidence in the Dollar, even as upcoming US data such as ISM, ADP and NFP loom.

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, is paring its recent gains registered in the previous session and trading around 97.70 during the Asian hours on Friday.

The Dow Jones Industrial Average edged higher on Thursday, gaining around 60 points or 0.11% as defensive names offset a broad semiconductor sell-off sparked by Nvidia's post-earnings decline.

DBS Group Research economist Philip Wee argues that recent political developments in the United States are creating downside risks for the Dollar.

TD Securities’ FX team, led by Jayati Bharadwaj, sees the US Dollar tactically supported as a safe haven on Iran-related geopolitical risks and strong US data, with USD expected to stay bid versus EUR, AUD and crowded G10 shorts.

The US Dollar Index (DXY), which tracks the Greenback’s value against six major currencies, attracts bids after a weak opening around 97.50 and turns slightly positive to near 97.75 during the European trading session on Thursday.

Deutsche Bank’s Jim Reid highlights that the S&P 500 closed within half a percent of its record high, supported by a rebound in software and broader tech stocks as AI fears eased. Nvidia, the NASDAQ and the Magnificent 7 all advanced, while US IG and HY spreads tightened from year‑to‑date wides.

Deutsche Bank’s Jim Reid and team note that risk appetite improved, but rate expectations turned less dovish, which is broadly supportive for the Dollar Index.

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, extends its losses for the second successive session and is trading around 97.50 during the Asian hours on Thursday.

The Dow Jones Industrial Average (DJIA) rose around 200 points, or 0.4%, taking a fresh run at the 49,400 region on Wednesday as equity markets traded cautiously bullish ahead of Nvidia's highly anticipated fiscal fourth-quarter earnings report after the bell.

Brown Brothers Harriman’s (BBH) Elias Haddad notes the USD index (DXY) is trading near the middle of its 96.00–100.00 range and is expected to stay there in the near term, as it tracks rate differentials and lacks major catalysts.

TD Securities’ Global Strategy Team notes that US consumer confidence data surprised to the upside in February, mainly due to upward revisions to January. The present situation index weakened, while expectations improved, leaving the overall tone mixed.

Commerzbank’s Volkmar Baur argues that the shift from IEEPA to Section 122 tariffs leaves the US administration on uncertain legal ground, with potential challenges and repayments ahead.

The US Dollar Index (DXY), an index of the value of the US Dollar (USD) measured against a basket of six world currencies, trades on a weaker note near 97.85 during the Asian trading hours on Wednesday.