Brown Brothers Harriman’s (BBH) Elias Haddad notes that higher Oil prices are pressuring stocks and bonds while supporting a firmer Dollar. The FOMC minutes showed most participants backing another rate increase by year-end, with futures fully pricing a 25 bps hike to 4.00–4.25%.

MUFG’s Lee Hardman notes the Dollar index is holding near year-to-date highs even as US rate markets pare back expectations for further Federal Reserve tightening.

Dow Jones futures decline by 0.56% to trade near 51,160 during European hours on Thursday. S&P 500 futures fall 0.28% to around 7,830, while Nasdaq 100 futures lose 0.44% to near 31,270.

The US Dollar (USD) trades broadly firm against its major currency peers amid elevated United States (US) Treasury Yields and hawkish Federal Reserve (Fed) interest rate expectations.

ING’s Chris Turner notes the Dollar remains supported after September FOMC minutes showed a Federal Reserve still expecting another rate hike this year.

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, drifts lower during the Asian session on Thursday and extends the previous day's modest pullback from the vicinity of its highest level since April 2025. The index, however, holds above the 102.00 mark.

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.