Outlook for Week 31/2023
Outlook for Week 31/2023
"The Bank of Japan's artistry lies in orchestrating market surprises with masterful finesse."
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.
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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:
Central bank preps for the Bank of England and the RBA next week:
Week in Review
Central bank speaker recap for the week:
Review of central bank events and economic data for this week:
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
Additional Material
Intraday seasonalities for currencies and major assets:
Commitment of Traders for the relevant futures:
Great job 🤌🏻💥
This is great and I can’t wait to review the PDFs and prepare for the week 🔥🔥