Kevin Ford, FX and Macro Strategist

Dollar rebound ends turbulent January. Loonie slips, growth momentum fades. Taking a breather.

Kevin Warsh nominated: Hawkish résumé, dovish optics. Pullback extends as risk off bites. 15-month low. Navigating trade volatility and US tensions.

Fed holds, USD remains under pressure. Powell stays above politics. Technicals cool off, bullish bias unchanged.

Dollar distress ahead of Fed Day. Dollar distress, euro excess. GST measures to complicate near-term cut hopes.

LatAm Alpha crushes global benchmarks. Capitalizing on broad USD weakness. Trading near 4-month high.

Carney’s China gambit baits Trump. Still lagging the majors. Two headwinds, one amplifier.