MUFG’s Derek Halpenny and Abdul-Ahad Lockhart highlight that renewed Middle East conflict risks and rising Oil prices are reinforcing upside risks for the Dollar. They note that higher energy costs are fuelling inflation concerns at the Federal Reserve, with officials turning more hawkish.

BNY’s Geoff Yu notes that strong U.S. equity performance and broad Dollar buying have left global asset allocators heavily exposed to the Dollar into month-end.

Brown Brothers Harriman’s (BBH) Elias Haddad notes that the Dollar Index (DXY) has rallied to its highest level since early April as markets react to shifting Iran war sentiment and firmer United States (US) data.

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, attracts some follow-through buying for the third straight day and climbs to a fresh high since April 4, around the 99.54 area on Thursday.

DBS Group Research economist Philip Wee notes that the US Dollar Index (DXY) is consolidating in a tight range as markets price optimism over a potential US-Iran peace deal and reopening of the Strait of Hormuz.

Commerzbank’s Michael Pfister notes that if negotiations with Iran fail to progress, markets will turn to a heavy slate of US data, including the second estimate of first-quarter GDP and key PCE inflation readings.

The US Dollar (USD) attracts significant bids in the Asian trading session on Thursday, as Iran retaliates against the United States (US) attack near Bandar Abbas airport, Tasnim agency reported.

The US Dollar Index (DXY), which tracks the Greenback’s value against a basket of six major currencies, reverses earlier losses on Wednesday as traders digest the latest developments surrounding US-Iran negotiations.

The US President Donald Trump crossed the wires and said that the US is not easing sanctions on Iran and that the US would not unfreeze Iranian assets. He added that he is “not comfortable with Russia or China taking Iran’s stockpile of highly enriched uranium.”

The Greenback traded in a vacillating fashion on Wednesday, always against the backdrop of the unabated uncertainty surrounding the Middle East conflict, at the time when bets for Fed rate hikes continued to gather pace.

The Dow Jones Industrial Average (DJIA) is having its moment, holding a modest gain near 50,700 in the mid-session while the S&P 500 and Nasdaq Composite quietly leak red.

Brown Brothers Harriman’s (BBH) Elias Haddad notes improving risk sentiment as Iran-related worries ease, with Oil softer, US equities firmer and yields retracing.

The US Dollar (USD) is trading sideways against its main peers on Wednesday. The US Dollar Index (DXY), which measures the value of the Dollar against a basket of peers, flatlines around 99.00 at the time of writing, halfway through the weekly range, with investors awaiting clarity from Iran’s war.

US stock futures ticked higher during European trading on Wednesday ahead of the Wall Street opening bell. Dow Jones futures climb 0.24% to clear 50,650, while S&P 500 futures rise 0.15% toward 7,550. Meanwhile, Nasdaq 100 futures gain 0.23%, trading near 30,150.

Rabobank’s Molly Schwartz notes that United States (US) Treasury yields were mostly flat with a slight bull-steepening bias, while the US Dollar Index (DXY) was little changed. She highlights that the US OIS curve still prices a high probability of further rate hikes.

Deutsche Bank analysts note the S&P 500 hit a fresh record, extending its year-to-date gain to nearly 10%, supported by renewed AI enthusiasm and easing fears around the US-Iran situation.

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 99.10 during the early European trading hours on Wednesday.

The Dow Jones Industrial Average (DJIA) is the odd one out following a long weekend, and that should bother anyone leaning into this rally.

Rabobank strategists Jane Foley and Molly Schwartz note that speculative US Dollar (USD) positioning has slipped into net short territory for the first time since early March, after safe-haven flows linked to the Iran war had previously supported the Dollar.

MUFG analysts note the US Dollar’s mixed performance as markets reassess Fed policy amid stronger inflation data and rising yields. They highlight the 2-year Treasury yield hitting new highs and see scope for further upside in US rates.

Brown Brothers Harriman's (BBH) Elias Haddad reiterates its constructive view on the Dollar Index (DXY), warning it may overshoot the upper end of its 96.00-100.00 range in the near term.

The US Dollar (USD) trades almost flat ahead of the United States (US) stock markets opening after an extended weekend during the late European trading session on Tuesday, with the US Dollar Index (DXY) wobbling around 99.00 after giving back its early gains.

MUFG’s Derek Halpenny notes that optimism over a potential US–Iran peace deal initially pushed the Dollar lower alongside a sharp drop in Brent crude, but subsequent US strikes have revived uncertainty.

Dow Jones futures advance 0.53% above 50,900 during European hours ahead of the US regular opening on Tuesday. Meanwhile, the S&P 500 rise 0.54% toward 7,550, and the Nasdaq 100 futures gain 0.73% above 29,750.

Deutsche Bank strategists highlight that the S&P 500 has logged an eighth consecutive weekly gain, supported by falling Oil prices and easing stagflation fears. Futures are modestly higher after the long weekend, though slightly below pre-strike levels.

TD Securities strategists argue that, despite stronger United States (US) data and renewed "US exceptionalism" narratives, they are not ready to abandon their bearish US Dollar (USD) thesis for 2026.

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, regains positive traction on Tuesday and reverses part of the previous day's slide to a one-week low.

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, is gaining ground after registering modest losses in the previous day and trading around 99.10 during the Asian hours on Tuesday.

The US Dollar (USD) kickstarts the new trading week on the back foot as investors continue to assess news that a potential US-Iran deal could be clinched anytime soon.

Citing mediators, the Wall Street Journal (WSJ) reported on Monday that progress toward finalizing an agreement to end the war between the United States (US) and Iran has slowed down on Monday, citing ongoing disaggreements over Iran's nuclear program and Tehran's demand of financial relief.