Archive - Dollar Watchtower

Episode 018: Fed regime change

Why markets may be underpricing Fed hikes

Published on Thematic Markets • Jun 11

1:01:50

The race to contain inflation

higher real rates, EM vs DM, CB risk management regime change

Jun 10 • Mark Farrington

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

May 2026

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

Sinodollars, strategically using the system

USD system utility, surpluses = control, capitalism on the spectrum

May 13 • Mark Farrington

The Trump & Xi business summit

Keep the trend going, commodity currencies win, North Korea & the moon

May 11 • Mark Farrington

FX intervention and oil shock management

Two opposing dollar forces again, geo-economics, buying time

May 1 • Mark Farrington

April 2026

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

Episode 014: Iran blockade

Scenarios and implications for markets

Published on Thematic Markets • Apr 15

1:08:21

Dollar range intact, dollar-centric currency system intact

The big range, the Trump range, US equities: the clean growth trade

Apr 14 • Mark Farrington