Kevin Ford, FX and Macro Strategist

Weak jobs report caps Dollar advance. Comparatively resilient. Why is the euro under pressure?

Markets reprice risk as endgame stretches out. Energy trade persists, credit fears mount. Geoeconomics stall emerging markets.

Domestic economic realities test the limits of the Iranian campaign. Driven by divergence. Hurt by fly-to-quality.

Dollar surges as containment fears mount. Outperforming G-10 since last Friday. Hurt by fly-to-quality.

Sudden war reshapes global outlook. AI narrative fragility, and the HALO shift.

Dollar firm amid equity jitters, PPI hotter than expected. Canadian GDP cools in Q4 as economy eyes Bank of Canada soft landing. Labour’s loss weighs on sterling.