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1:01:50
Episode 018: Fed regime change
Why markets may be underpricing Fed hikes
Published on Thematic Markets
•
Jun 11
The race to contain inflation
higher real rates, EM vs DM, CB risk management regime change
Jun 10
•
Mark Farrington
2
1
When will the dollar start its run?
Central bank philosophical regime change, BoJ/BOK: North Asia voice, Naturally levels of volatility
Jun 5
•
Mark Farrington
5
1
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
USD reserve mgmt and narrative warfare
Feb 15
•
Mark Farrington
13
2
2
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
Negative dollar catalysts mount
Jan 27
•
Mark Farrington
12
1
Latest
Top
Discussions
Episode 017: "Mark"ing to market: Iran & China views
Sea Denial, Strategic Hoarding and the New World Order
Published on Thematic Markets
•
May 27
56:45
The dollar's complex breakout to the upside
AI Deflation, Stellar earnings, Trump domestic focus, US-China strategic stability
May 22
•
Mark Farrington
7
2
Sinodollars, strategically using the system
USD system utility, surpluses = control, capitalism on the spectrum
May 13
•
Mark Farrington
5
1
The Trump & Xi business summit
Keep the trend going, commodity currencies win, North Korea & the moon
May 11
•
Mark Farrington
4
1
FX intervention and oil shock management
Two opposing dollar forces again, geo-economics, buying time
May 1
•
Mark Farrington
6
1
Episode 015: US & Fed outlook with Danny Dayan
Warsh, inflation and the case for a hawkish Fed
Published on Thematic Markets
•
Apr 29
1:03:37
Dollars and safe havens
Not CNY & CGBs, true liquidity assets, today's market
Apr 21
•
Mark Farrington
6
1
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Horizon scanning major factors impacting US dollar and the global currency system
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