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.

Back to macro

Positioning into the FOMC. Retail resilience. Still no break from 1.17.

January 23, 2026
Diminishing returns

Diminishing returns. A courageous stroke of geo-economic arbitrage. Sterling’s bounce meets macro reality.

January 22, 2026
Dollar stumbles as trade risks multiply

Dollar stumbles as trade risks multiply. Still clouded by tariffs. LatAm as tariff hedge?

January 21, 2026
Global bond markets rebel, USD wipes yearly gains

King Dollar’s heavy golden crown. Sticky inflation, stagnant outlook. Rally resumed.

January 20, 2026
Trading Detroit for the Dragon

Trading Detroit for the Dragon. Tariff certainty is a myth. Rally resumed.

January 19, 2026
A sanguine response in the face of Fed pressure

Holding pattern. The puzzle of a positive day that didn’t deliver. Rally resumed.

January 16, 2026