Dollar Watchtower
Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
USD reserve mgmt and narrative warfare
Reserve managers: liquidity VS investment. Investment dollar declines.
Feb 15
•
Mark Farrington
10
2
2
Decisive Takaichi election victory not bearish Yen
Pro-growth, political/policy freedom
Feb 8
•
Mark Farrington
5
All the dollar fundamentals in play
dollar scenarios amid tremendous macro volatility in 2026
Feb 3
•
Mark Farrington
6
1
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
Negative dollar catalysts mount
Jan 27
•
Mark Farrington
11
1
Why USDJPY intervention makes sense
Nov 15, 2025
•
Mark Farrington
12
2
2
Latest
Top
Discussions
Negative dollar catalysts mount
USD 10-year range, USDJPY intervention
Jan 27
•
Mark Farrington
11
1
A 1000 reasons why USDJPY should fall
because I'm short . . .
Jan 20
•
Mark Farrington
9
2
1
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
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
3
2
See all
Dollar Watchtower
Horizon scanning major factors impacting US dollar and the global currency system
Subscribe
Recommendations
View all 7
Pippa's Pen & Podcast
Dr Pippa
Global Watchtower
Mark Farrington
Doomberg
Doomberg
Topdown Charts
Callum Thomas
Thematic Markets
Marvin Barth
Dollar Watchtower
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts