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.

  • Cautious optimism

    Cautious optimism

    Equities continue to look through inflation and energy risks. The dominant macro story has been a global bond sell-off led by the US long end. FX has been re-anchored to real yield dynamics.

  • US-Iran headlines keep markets whipsawing

    US-Iran headlines keep markets whipsawing

    US-Iran headlines keep markets whipsawing. March retail sales beat estimates. From stability to building downside pressure.

  • Hawkish Fed meets oil shock, again

    Hawkish Fed meets oil shock, again

    Hawkish Fed meets oil shock, again. Small business sentiment dips. Moody’s downgrade fails to break Peso resilience.

  • Bond selloff, dollar gains

    Bond selloff, dollar gains

    Bond selloff, dollar gains. Markets expect BoC to move by October. Soft inflation meets hard constraints.

  • When higher yields start to bite

    When higher yields start to bite

    When higher yields start to bite. Canada CPI picks up in April. Pound firms as Burnham fears recede.

  • Rising yields underpin US Dollar demand

    Rising yields underpin US Dollar demand

    Rising yields underpin US Dollar demand. Four-week high. Pound tumbles on political uncertainty.