Brown Brothers Harriman’s (BBH) Elias Haddad notes that renewed US–Iran tensions have lifted the Dollar, Oil and global bond yields, with a restrictive Federal Reserve (Fed) backdrop seen as supportive for further Dollar strength.

TD Securities strategists highlight upcoming US data, expecting the ISM Services Index to rise, supported by new orders and supply chain issues linked to the Iran conflict.

Dow Jones futures decline 0.55% below 49,350, while S&P 500 futures lose 0.09% to near 7,620. Meanwhile, Nasdaq 100 futures inch lower 0.01%, trading near 30,700 during the European hours on Wednesday, ahead of the US regular opening.

MUFG’s Michael Wan highlights that stronger-than-expected US labour data have pushed US yields higher and supported the Dollar.

Deutsche Bank analysts highlight that the S&P 500 has just managed a ninth consecutive daily gain, taking it to fresh record highs, even with rising Oil prices. The index is close to matching or surpassing historic streaks on daily, weekly and monthly horizons.

The safe-haven US Dollar (USD) is showing strength on Wednesday as tensions in the Middle East escalate, casting doubt on the fate of a stalled peace process.

The US Dollar (USD) trades quietly in the Asian trading session on Wednesday, even as uncertainty surrounding the United States (US)-Iran deal has escalated, following the exchange of attacks between the two.

US President Donald Trump signed an executive order on Tuesday aimed at giving the government early access to powerful new artificial intelligence (AI) models. Under the proposal, AI developers would voluntarily submit new models for government cybersecurity testing before their public release.

The US Dollar Index (DXY), which tracks the Greenback’s value against a basket of six major currencies, rebounds on Tuesday as mixed signals surrounding US-Iran negotiations help the index recover earlier intraday losses.

Dow Jones Industrial Average (DJIA) futures spent the overnight session doing their best impression of a market that has decided geopolitics no longer matter.

Brown Brothers Harriman’s Elias Haddad notes that the May ISM manufacturing index points to a more restrictive Federal Reserve (Fed) stance and a firmer US Dollar (USD), with the headline index rising to a four-year high.

TD Securities strategists keep a neutral near-term view on the US Dollar (USD) but maintains a bearish bias over the rest of 2026.

Dow Jones futures decline 0.20% below 51,050, while S&P 500 futures lose 0.11% to near 7,600. Meanwhile, Nasdaq 100 futures fall 0.14%, trading near 30,520 during the European hours on Tuesday, ahead of the US regular opening.

Deutsche Bank’s equity strategists remain constructive on US equities, projecting the S&P 500 at 8000 by year-end 2026. Recent price action shows the S&P 500 and NASDAQ extending record runs, supported by AI optimism and semiconductor strength, even as some mega-cap names underperform.

The US Dollar (USD) trades subduedly in the European trading session on Tuesday ahead of the United States (US) JOLTS Job Openings data for April, which will be published at 14:00 GMT.

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, is moving sideways after registering modest gains in the previous day and trading around 99.20 during the Asian hours on Tuesday.

The Dow Jones Industrial Average traded around 0.4% lower Monday, shedding roughly 200 points to sit near 50,800 after pulling back from the record-area highs above 51,100 set last week.

BNP Paribas expects the US economy to grow above potential in 2026, with GDP at 2.4% and inflation overshooting at 3.8%. The bank sees the Fed Funds target range steady at 3.5%-3.75% as the FOMC adopts a two-sided outlook.

TD Securities strategists note that recent US rate moves reflected shifting headlines on Iran and month-end flows, while upcoming US data will be crucial.

BNY’s Bob Savage notes that the US Dollar (USD) is firmer, with US Dollar Index (DXY) slightly higher as bond yields rise and risk sentiment turns cautious.

The US Dollar (USD) shows marginal gains on Monday, with risk appetite fading as tensions in the Middle East escalate and oil prices rise.

MUFG’s Derek Halpenny notes the US Dollar is broadly stable at the start of June as markets watch US-Iran negotiations and a busy US data calendar.

Dow Jones futures advance 0.10% to near 51,130, while S&P 500 futures gain 0.22% toward 7,580. Meanwhile, Nasdaq 100 futures rises 0.48%, trading near 30,550 during the European hours on Monday, ahead of the US regular opening.

Deutsche Bank analysts note that the S&P 500 has reached new record highs as stagflation fears eased on lower Oil prices and optimism over a US-Iran deal. The index gained 1.43% last week, marking a ninth consecutive weekly advance, the longest streak since 2023.

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 99.05 during the Asian trading hours on Monday. The DXY holds positive ground surrounding the US-Iran peace deal.

The US Dollar Index (DXY) fell toward the 98.90 region on Friday as improving market sentiment linked to developments in the Middle East reduces demand for safe-haven assets.

The Dow Jones Industrial Average (DJIA) punched out a fresh intraday record near 51,050 with the bid traceable to a Truth Social post in which President Donald Trump declared he would be in the Situation Room making a "final determination" on the US-Iran agreement and laid out terms that sounded sus

Brown Brothers Harriman’s Elias Haddad notes that resilient US growth and sticky PCE inflation keep the Dollar supported despite improved risk sentiment from progress on a US-Iran deal.

ING strategists Francesco Pesole, Frantisek Taborsky and Chris Turner note that the Dollar has softened after news of a tentative ceasefire extension between the US and Iran, but remains stronger than in early May.

Dow Jones futures climb 0.09% to near 50,790, while S&P 500 futures rise 0.14% toward 7,600. Meanwhile, Nasdaq 100 futures gain 0.13%, trading near 30,350 during the European hours on Friday, ahead of the US regular opening.