Kevin Ford, FX and Macro Strategist

Kevin draws on over a decade in fintech and investment roles, from product management to strategy. With master’s degrees in business and financial math, he brings both experience and academic depth to the table.

Fed premium anchors dollar as oil drops

Fed premium anchors dollar, oil drops. Looking to geopolitics for some reprieve. Yield spread pushes CAD above 1.40

September 22, 2026
Dollar carry strengthens but upside gets harder

Dollar carry strengthens but upside gets harder. BoC hikes may not close Canada’s rate gap. Trade optimism helps peso resist the Fed.

September 21, 2026
Dollar breaks higher as policy gaps widen

Dollar breaks higher as policy gaps widen. BoE holds steady, leaving door open to hikes. Rate gap drives Canadian dollar above 1.40.

September 18, 2026
Hawkish Fed stance ignites Dollar rally

A fiercely independent Fed unleashes the Dollar. Hawkish Fed threatens to stop out CAD shorts. Mexican Peso struggles on shrinking carry.

September 17, 2026
FX markets await more than a Fed hike

Fed hike leaves markets with harder questions. Widening policy gap drives USD/CAD higher. Surging volatility fractures the peso’s carry regime.

September 16, 2026
Fed guidance to test uneven dollar gains

Dollar divergence raises stakes for Fed guidance. Inflation challenges aggressive BoC pricing. Risk aversion drives Peso selloff.

September 15, 2026

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