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Outlook for Week 31/2023

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Outlook for Week 31/2023

"The Bank of Japan's artistry lies in orchestrating market surprises with masterful finesse."

Jul 29, 2023
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Outlook for Week 31/2023

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Welcome to issue #66 of fx:macro!

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.

The cover image was AI-generated via Midjourney, the quote was made up by ChatGPT.

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.

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Summary

Playbook for next week

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.

Difftext of the Summary from last week: diffchecker.com


Currency Drivers

For an explanation check out this link.


Downloads and Links

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

fxm-2023-W31-29Jul-3-CB_Overview.pdf
113KB ∙ PDF file
Download
Download

Central bank preps for the Bank of England and the RBA next week:

Fxm 2023 W31 29jul 9b Rba Prep
245KB ∙ PDF file
Download
Download
fxm-2023-W31-29Jul-9b-RBA_Prep.pdf
259KB ∙ PDF file
Download
Download

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Week in Review

Central bank speaker recap for the week:

fxm-2023-W31-29Jul-4-CB_Speaker_Recap.pdf
94.3KB ∙ PDF file
Download
Download

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

fxm-2023-W31-29Jul-1-REVIEW.pdf
8.53MB ∙ PDF file
Download
Download

Market Analysis

  • 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

fxm-2023-W31-29Jul-2-OUTLOOK.pdf
24.3MB ∙ PDF file
Download
Download

Additional Material

Intraday seasonalities for currencies and major assets:

fxm-2023-W31-29Jul-6-Intraday_Seasonals.pdf
1.64MB ∙ PDF file
Download
Download

Commitment of Traders for the relevant futures:

fxm-2023-W31-29Jul-7-Commitment_of_Traders.pdf
5.55MB ∙ PDF file
Download
Download

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!

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Outlook for Week 31/2023

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Outlook for Week 31/2023

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mokhtar ahmadi
Jul 31Liked by FXMacroGuy

Great job 🤌🏻💥

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1 reply by FXMacroGuy
Celeritas Capital
Writes Celeritas Capital
Jul 29Liked by FXMacroGuy

This is great and I can’t wait to review the PDFs and prepare for the week 🔥🔥

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