[FREE] FX:MACRO - Week 42/2023

This is a free issue of the content I send out to paying subscribers every Saturday. If you like what you read, you can sign up here:

For an overview of what’s in here, check out this post:

From free to fee

---

Welcome to issue #77 of fx:macro!

If you're using Gmail, you might need to click “View entire message” at the bottom since it can't display the whole thing.

The cover image is what MidJourney thinks CPI surprising to the upside looks like.

If you like this newsletter, please consider subscribing and sharing it or forwarding it to others who might be interested. I'm also on Twitter @fxmacroguy if you want to reach out.

Summary

Currency Drivers

Week in Review

Central bank speaker recap for the week: ​PDF​

• Every central bank comment from this week summarized

Central bank events and economic data for this week: ​PDF​

• FOMC and ECB Minutes

• Economic data releases and market reaction throughout the week

Market Analysis

• PDF​ with ~25 pages of charts and tables on where markets currently stand

• Summary table, currency drivers, economic calendar, FX levels

• Charts and data on growth, inflation, interest rates, central banks, equity sectors, sentiment and positioning, market risks and more

Additional Material

Central bank overview with the summaries of each of the latest rate decisions, rate statements and minutes: ​PDF​

Intraday seasonalities for currencies and major assets: ​PDF​

Commitment of Traders for the relevant futures: ​PDF