Macro Emerging Active

달러, 이란 전쟁 속에서 상승

New narrative with limited coverage — still forming.

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Sentiment Timeline

Event Timeline

가설

Pending 만기: 2026년 7월 16일

Defensive equity sectors (UUP - Invesco US Dollar Index ETF) will outperform risk assets by 3-4% within 90 days, as dollar strength correlates with flight-to-safety equity positioning

Pending 만기: 2026년 6월 16일

Safe-haven currency pairs (EUR/USD, GBP/USD) will depreciate by 1.5-2.0% within 60 days as dollar strength accelerates amid Iran war tensions, with EUR/USD falling below 1.08

Pending 만기: 2026년 5월 17일

USD Index (DXY) will appreciate by at least 2.5% within 30 days following geopolitical escalation in Iran, as investors seek safe-haven currency positions

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최종 업데이트4월 17, 2026