Dollar Watchtower

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Getting USD decline sequencing wrong

Mark Farrington's avatar
Mark Farrington
Jul 29, 2025
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Getting the sequencing wrong

The US dollar trending in long super cycles seems to turn everyone into an economic historian, or worse, an amateur IR analyst. The dollar demise papers all seem to have a common theme; a US empire decline thesis as the catalyst. The problem with these historical narratives is they mix apples & oranges. European empire-based …

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