[FREE] FX:MACRO - Week 48/2023


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Welcome to issue #83 of fx:macro!

Summary

Research folder with all material: Google Drive

The archive will all previous issues can be found here: https://fxmacro.ck.page/

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.

Currency Drivers

For an explanation check out this link.

Week in Review

Central bank speaker recap for the week: PDF

Central bank events and economic data for this week: PDF

  • RBA, FOMC and ECB Minutes
  • PMIs from Australia, Germany, Eurozone, UK and US

Market Analysis

  • 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

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

Intraday seasonalities for currencies and major assets: PDF

Commitment of Traders for the relevant futures: not included because COT data won't be published before Monday due to Thanksgiving.

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