Dollar Watchtower
Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
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
View all
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
Latest
Top
Discussions
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
See all
Dollar Watchtower
Horizon scanning major factors impacting US dollar and the global currency system
Subscribe
Recommendations
View all 6
Seriously, Marvin?!
Marvin Barth
Pippa's Pen & Podcast
Dr Pippa
Doomberg
Doomberg
Thematic Markets
Marvin Barth
The Brawl Street Journal
The Brawl Street Journal
Dollar Watchtower
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
