fx:macro

Share this post

FX:MACRO - Week 36/2023

www.fxmacro.info

Discover more from fx:macro

Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.
Over 5,000 subscribers
Continue reading
Sign in

FX:MACRO - Week 36/2023

"In the face of adversity, grit is your greatest ally."

Sep 2, 2023
33
Share this post

FX:MACRO - Week 36/2023

www.fxmacro.info
4
Share

Welcome to issue #71 of fx:macro!

Summer is over and autumn has begun. I’ve taken a few weeks off, and stayed away from trading. One thing this newsletter has taught me is the value of keeping up with what’s going on overall even when I’m not trading. It used to take me two or three weeks until I got back into the market after a short break, especially during busier times of the year than August. Now, I just read my own newsletter, and it’s a pretty smooth transition back into the game.

Anyway, it looks like the dollar is still king:

Bild

There's a lot of material in this newsletter, so I included a Summary table with the most important info in one place. Everything you find there is derived from data and news in the accompanying PDFs. It's not necessary to go through them all but they provide a lot of depth and background. Skip them if you're short on time or just read the ones that are relevant for you.

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

Share fx:macro

Summary

Research folder with all material: Google Drive

Playbook

This is the shortest possible summary of everything you will find in the rest of this newsletter. Please check out this article about what this summary aims to provide and what its limitations are.


Currency Drivers

For an explanation check out this link.


Week in Review

Central bank speaker recap for the week: Download PDF

Review of central bank events and economic data for this week: Download PDF

  • ECB Minutes

  • US ISM Manufacturing PMI

  • Canadian Manufacturing PMI

Market Analysis

  • Download PDF

  • 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

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

Central bank meeting preps for next week’s events with latest rate decision, statement, press conference and minutes, economic data since the last rate decision and summarized comments from every speaker:

  • RBA: Download PDF

  • BOC: Download PDF

Intraday seasonalities for currencies and major assets: Download PDF

Commitment of Traders for the relevant futures: Download PDF

Leave a comment

Thank you for reading fx:macro! If you want to support my work, the best thing you can do is to share it to spread the word!

Share

33
Share this post

FX:MACRO - Week 36/2023

www.fxmacro.info
4
Share
Previous
Next
4 Comments
Share this discussion

FX:MACRO - Week 36/2023

www.fxmacro.info
James Bennett
Sep 6Liked by FXMacroGuy

Hello, is there a how to guide in order to create the intra-day seasonality charts. Thanks

Expand full comment
Reply
Share
1 reply by FXMacroGuy
Nicholas
Sep 3Liked by FXMacroGuy

Welcome back from your trading break. Thank you for providing the summary sheet and correlation matrix 😊

Expand full comment
Reply
Share
1 reply by FXMacroGuy
2 more comments...
Top
New
Community

No posts

Ready for more?

© 2023 FXMacroGuy
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing