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Resurrecting the US Golden Age
Dollar Smile, US IPO pipeline, LATAM dollarisation
Jan 10
•
Mark Farrington
9
1
The Yen needs an intervention bottom
FX Intervention, JGBs, a virtuous cycle
Jan 4
•
Mark Farrington
8
1
1
EUR should be the focus of 2026, not the dollar
A confluence of EUR risks, some de-risking of Europe makes sense
Dec 16, 2025
•
Mark Farrington
6
7
2
Most Popular
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Getting USD decline sequencing wrong
Jul 29, 2025
•
Mark Farrington
20
1
4
The Dollar bounce through the summer
Jul 8, 2025
•
Mark Farrington
14
3
3
The US is underpinning its 'strong dollar' policy
Aug 11, 2025
•
Mark Farrington
15
1
3
EM currency weakness is next dollar leg up
Aug 20, 2025
•
Mark Farrington
14
2
Why USDJPY intervention makes sense
Nov 15, 2025
•
Mark Farrington
12
2
2
Overlapping Themes Cloud Dollar Fundamentals
Sep 21, 2025
•
Mark Farrington
11
2
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After the central banks, EURUSD drives the story
As we glide into year end, there looks to be a few potential disruptions to USD calm.
Dec 10, 2025
•
Mark Farrington
3
2
1
2025 inoculated the world against risk
USD in its range, new currency trends for 2026, over-arching themes hold trades together
Dec 4, 2025
•
Mark Farrington
2
2
Reversing globalisation flows
Peak in Int'l equity allocations, rise in home bias, national security imperatives
Nov 26, 2025
•
Mark Farrington
5
2
Dawn of the Euro carry trade
Is the Euro becoming a risk-off play like Yen?
Nov 24, 2025
•
Mark Farrington
6
1
Why USDJPY intervention makes sense
Keep cap on USDJPY, give the BoJ more time, US SWF can use Yen
Nov 15, 2025
•
Mark Farrington
12
2
2
Dollar consolidation / P&L preservation into year-end
The retest of 100 on the Dollar Index this week keeps the post-Liberation Day range firmly intact.
Nov 8, 2025
•
Mark Farrington
1
1
Dollar low vol refutes fiat regime narratives
The dollar continues to trade sideways in an eerie range since May (101-96 on DXY), absorbing positive & negative news in nearly equal amounts.
Oct 28, 2025
•
Mark Farrington
3
2
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