Dollar Gains on Yen Weakness and Higher T-note Yields
Published . Updated .
The dollar index (DXY00 ) climbed to a 7-week high today and is up by +0.24%. Weakness in the yen is positive for the dollar, as it tumbled to a 2-week low today. Also, today’s +1% jump in WTI crude oil prices boosts inflation expectations and may prompt the Fed...
Directly affected
- No company is named in this report.
Indirectly affected
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- OXY Occidental Petroleum
Oil producers earn more when crude prices rise
- COP ConocoPhillips
Oil producers earn more when crude prices rise
- VLO Valero
Refiners' profits move with crude and fuel prices
- MPC Marathon Petroleum
Refiners' profits move with crude and fuel prices
- XOP SPDR S&P Oil & Gas Exploration
A fund of oil and gas producers
- XLE Energy Select Sector SPDR
A fund of energy companies
- USO United States Oil Fund
This fund moves with oil prices
- OIH VanEck Oil Services
Oilfield services rise when drilling follows oil prices
Price reaction, T-5 to T+3
The dollar index (DXY00 ) climbed to a 7-week high today and is up by +0.24%. Weakness in the yen is positive for the dollar, as it tumbled to a 2-week low today. Also, today’s +1% jump in WTI crude oil prices boosts inflation expectations…
Source: Nasdaq Markets
Price since this story was published: United States Oil Fund (USO)
Since the first closing price after “Dollar Gains on Yen Weakness and Higher T-note Yields,” United States Oil Fund (USO) is +8.51%. The S&P 500 fund (SPY) is -0.89% over the same days, a +9.40% difference versus the market. energy stocks (XLE) is +8.58%, a -0.07% difference versus that group of stocks.
Who is named in “Dollar Gains on Yen Weakness and Higher T-note Yields”
Companies tied to this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 18 Sep 2026 story “Dollar Gains on Yen Weakness and Higher T-note Yields.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 18 Sep 2026 story “Dollar Gains on Yen Weakness and Higher T-note Yields.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- BNO United States Brent Oil Fund
In “Dollar Gains on Yen Weakness and Higher T-note Yields,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XLE Select Sector Spdr Tr
In “Dollar Gains on Yen Weakness and Higher T-note Yields,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- UGA United States Gasoline Fund
For “Dollar Gains on Yen Weakness and Higher T-note Yields,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- GSG iShares S&P GSCI Commodity-Indexed Trust
For “Dollar Gains on Yen Weakness and Higher T-note Yields,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- DBA Invesco Db Agriculture Fund
For “Dollar Gains on Yen Weakness and Higher T-note Yields,” Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- MOO Vaneck Etf Trust
In “Dollar Gains on Yen Weakness and Higher T-note Yields,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
United States Oil Fund (USO) and the energy link
On 18 Sep 2026, “Dollar Gains on Yen Weakness and Higher T-note Yields” is the story that connects United States Oil Fund (USO) to Energy.
The link for United States Oil Fund (USO) is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
A second company, State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
What this energy story puts on the calendar
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.
A simple score for United States Oil Fund (USO)
46 out of 100
“Dollar Gains on Yen Weakness and Higher T-note Yields” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.