Dollar slumps as signs of deal to reopen Hormuz spur risk appetite - Finance news and analysis from Global Banking & Finance Review
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Dollar slumps as signs of deal to reopen Hormuz spur risk appetite

Published by Global Banking & Finance Review

Posted on May 25, 2026

2 min read

· Last updated: May 25, 2026

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Dollar Falls on Hopes for Strait of Hormuz Deal, Markets React to Oil Drop

Market Movements and Reactions

By Gregor Stuart Hunter

SINGAPORE, May 25 (Reuters) - The dollar slipped at the start of Asian trading on Monday as hopes of a deal to reopen the Strait of Hormuz pushed oil prices below $100 per barrel, even as the Trump administration played down the chances of reaching an agreement with Iran soon.

Currency Performance

Against the yen, the U.S. dollar was down 0.2% at 158.87 yen, while the euro rose 0.3% to $1.1642 and the British pound gained 0.4% to $1.3485.

Many global markets are closed for holidays on Monday, thinning liquidity across the region.

Australian and New Zealand Dollars

The Australian dollar advanced 0.4% to $0.7160, while its kiwi counterpart tacked on 0.5% to $0.5877.

Analyst Insights

"There are early signs that risk sentiment remains supported, early Sydney trade revealing a broad-based selloff in the USD, with ‘riskier’ currencies like the AUD benefitting as a result," analysts from Westpac wrote in a research note.

Geopolitical Developments

Over the weekend, hopes for a lasting peace deal appeared fragile. U.S. President Donald Trump wrote on Saturday that a memorandum of understanding on a peace deal with Iran had been "largely negotiated," with both countries and mediators in Pakistan reporting progress.

However, the U.S. blockade on Iranian ships in the Strait of Hormuz would "remain in full force and effect until an agreement is reached, certified, and signed," Trump wrote on Truth Social on Sunday. There was no immediate response from Iran's government.

Oil and Cryptocurrency Markets

Oil Prices

Oil markets tumbled, as Brent crude prices fell 5.1% to $98.29 a barrel while U.S. West Texas Intermediate was at $91.76 a barrel, off 5%. 

Trader Sentiment

Traders expressed cautious scepticism over whether a deal would stick.

"Markets have become conditioned to be incredibly patient on a tangible breakthrough, but the base case of a deal remains firm, with the weekend news providing further conviction, even if the timing remains unclear." said Chris Weston, head of research at Pepperstone Group Ltd in Melbourne.

Cryptocurrency Performance

Bitcoin was up 0.6% at $77,043.60, while ether was 0.4% higher at $2,099.77.

(Reporting by Gregor Stuart HunterEditing by Shri Navaratnam)

Key Takeaways

  • Signs of a U.S.–Iran memorandum of understanding (MOU) to reopen the Strait of Hormuz have buoyed risk sentiment and driven down oil prices below $100 a barrel (axios.com).
  • Despite optimism, the Trump administration cautioned that the U.S. blockade remains until a deal is finalized, limiting the deal’s immediate impact (za.investing.com).
  • Currencies sensitive to risk—like the AUD and NZD—benefited from USD weakness, while oil-sensitive sectors remain reactive amid market scepticism over the deal's durability (axios.com).

References

Frequently Asked Questions

Why did the dollar slump at the start of Asian trading?
The dollar fell due to hopes of a deal to reopen the Strait of Hormuz, which boosted risk appetite and hurt demand for the USD.
How did the potential Hormuz deal affect oil prices?
Optimism over a possible deal drove Brent crude prices below $100 per barrel, with both Brent and WTI seeing significant drops.
What was the reaction of other currencies to the dollar's decline?
Currencies like the yen, euro, pound, Australian dollar, and New Zealand dollar all gained strength against the US dollar.
Did traders believe a peace deal with Iran was likely soon?
Traders remained cautious, showing skepticism about a breakthrough, although they considered a deal as a strong base case.
What impact did the news have on cryptocurrencies?
Bitcoin and ether both traded higher, reflecting a boost in risk sentiment across financial markets.

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