We've had the Bank of Canada and a lot of PMIs before next week's FOMC, ECB and BOE rate decisions...
The content is simply amazing! The best central bank activity summary you can find out there and it is FREE! Reading through the content you can quickly realize how much effort FX is putting into it.
Keep up the good work! I love it!
Awesome content! Very thorough and detailed breakdown of macro drivers.
For next week's FOMC meeting, all the talk is around rate policy and pivots. But do you think the Fed could use action/comments on the balance sheet and QT to try and tighten financial conditions? Powell has specifically called out loosening financial conditions, and I imagine they do want to pause rate hikes to assess the impact to the economy.
So maybe there is a more direct link to impacting the financial markets/conditions via balance sheet discussion, and how that might impact fixed income and equities.
Curious to know your thoughts. Thanks again!
Thanks. Really Great summaries. I have shared your newsletter on my Twitter account !
Simply the best week after week. Kudos
Thx For Amazing Work .
You are a star!