Deep Tide TechFlow News, March 4th, according to Jin10 Data, Lee Hardman from Mitsubishi UFJ Bank pointed out in a report that the recent rebound of the US dollar may be just a flash in the pan, as the US-Iran conflict is expected to last only a few weeks rather than months. He stated: "If this prediction is correct, the dollar's trend is likely to peak in the short term and reverse starting from the second quarter." Hardman believes that due to US energy independence and the declining expectation of further Federal Reserve rate cuts, the conflict has driven up oil prices and boosted the dollar. However, he noted that as long as energy prices fall back, the Federal Reserve still has room to cut rates in the second half of 2026. Additionally, US policy uncertainty may remain elevated.
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Deep Tide TechFlow News, March 4th, according to Jin10 Data, Lee Hardman from Mitsubishi UFJ Bank pointed out in a report that the recent rebound of the US dollar may be just a flash in the pan, as the US-Iran conflict is expected to last only a few weeks rather than months. He stated: "If this prediction is correct, the dollar's trend is likely to peak in the short term and reverse starting from the second quarter." Hardman believes that due to US energy independence and the declining expectation of further Federal Reserve rate cuts, the conflict has driven up oil prices and boosted the dollar. However, he noted that as long as energy prices fall back, the Federal Reserve still has room to cut rates in the second half of 2026. Additionally, US policy uncertainty may remain elevated.