US military weakness will hit creditor confidence and the dollar, warns Bridgewater Associates founder

What if the U.S. loses the war with Iran? Ray Dalio on the possible consequences for the markets

The dollar on Monday, March 16, is declining at the fastest pace in more than a month, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-16/dollar-heads-for-worst-day-in-over-a-month-as-oil-prices-decline?srnd=phx-markets">writes</a>. Expectations of the resumption of shipping through the Strait of Hormuz, which is key to oil supplies, led to a <a href="https://oninvest.com/article/stoimost-brent-opustilas-nize-100-za-barrel-wti-desevela-na-6">fall in oil prices</a> and weakened demand for the U.S. currency.

Dollar falls at record pace since February on expectations of renewed oil supplies

Wall Street is "trading threateningly along the lines of 2007-2008," Bank of America strategist Michael Hartnett wrote in a note to clients. In his opinion, the jump in oil prices amid the war with Iran and growing market fears around private lending resemble in market activity the period preceding the global financial crisis of 2008, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-13/bofa-s-hartnett-warns-markets-are-starting-to-look-like-2008?embedded-checkout=true">writes</a>.

Ominous dynamics: BofA sees 3 signs in the market before the 2008 crisis

Stocks fall, dollar rises, and traders are now less hopeful about Fed rate cuts

The war has forced investors to rethink trading strategies. What has lost relevance

At the end of January, gold fell sharply from its all-time highs - the last week against the backdrop of the war in Iran was the worst for the precious metal since that period

Dollar surge and gold sell-off: why Saxo thinks such tactics are wrong?

The war in the Middle East triggered a reversal in several strategies that were particularly popular with international investors. After the war began, Asian equity funds experienced the largest outflow of funds in four years, while the stagnant U.S. stock market attracted increased interest. The game against the dollar also unfolded: the U.S. currency regained its safe haven status. How long will this reversal last?

Investors have changed their strategy: they are leaving Asian markets and investing in US assets 

Currency strategists are betting on the dollar weakening against the euro soon, a Reuters poll showed

Protective asset No. 1: dollar nears record rally for the year due to Iran crisis

Since March 2, the dollar has strengthened by about 1.5%

Dollar rise after escalation with Iran may be short-lived - analysts

The New York Times' interlocutors told the New York Times that despite Iranian officials' demonstrative refusal to negotiate with the U.S., they did contact the U.S. side after the conflict began with an offer to discuss the terms of a cease-fire

The US dollar suffered its strongest drop in a month: NYT writes about Iran's peace initiative

Escalation of the conflict in Iran and a jump in energy prices caused the strong performance of the U.S. currency

The dollar is headed for its best two-day gain in almost a year. Why war is good for him

Investors seek refuge from uncertainty in the dollar and gold

4-year record oil price rise due to war in Middle East slows to 6%

A key concern for U.S. assets is the risk associated with a weaker dollar against the euro, the investment bank said