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Outlook for Week 32/2023
"Bubbles grow, reason fades."
Welcome to issue #67 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.
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Research folder with all material: Google Drive
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. Click here for the difftext from last week.
For an explanation check out this link.
Week in Review
Central bank speaker recap with summarized comments from every G8 central bank speaker during the week: download PDF
Review of central bank events and economic data for this week: download PDF
RBA rate decision and MPS
BoE rate decision
US ISM Manufacturing and ISM Services PMIs
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
Central bank overview with the summaries of each of the latest rate decisions, rate statements and minutes: download PDF
Intraday seasonalities for currencies and major assets: download PDF
Commitment of Traders for relevant futures: download PDF