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 cut enthusiasm wanes

Euphoria around interest rate cuts eases. Sentiment takes a hit: The euro’s triple threat. Sterling faces structural strains.

August 26, 2025
Dovish Powell sends US dollar lower

A foundational shift in economic policy. Euro regains the 1.37. Elbows down.

August 25, 2025
Dollar rebounds ahead of Jackson Hole

All eyes on Jackson Hole. Euro softens despite strong PMIs. Pound at 2-week low as risk sentiment wavers. Banxico signals gradual path ahead.

August 22, 2025
FX on hold as policy direction hangs on Jackson Hole

CAD drifting higher ahead of Jackson Hole. Fed under fire again. Losing Interest: sterling’s real rate reality.

August 21, 2025
Jackson Hole on deck, inflation drives FX market caution

Unpacking the effects of tariffs on Canadian inflation. UK inflation heats up, rate cut bets cool down. Euro stuck in low gear.

August 20, 2025
Long-term yields rise, FX markets mute

The bear steepener, the USD, and the Fed’s path. Rising yields, rising doubts: sterling’s fiscal challenge. Canada’s housing market paradox. Euro treads water ahead of Jackson Hole.

August 19, 2025