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United States Non-Farm Employment Change July 2 2021

 

What does the data mean to the market?

The headline data of Non-Farm Payrolls (NFP) reflects the change in the number of people employed during the previous month. A higher number of people employed is good for the US economy and would create a buy on the USD. Vice versa, a lower number would be bad for the US and would generate a sell on the USD.

NFP comes out with six lines of data which makes this report far more complex. The other two significant lines of data I watch are the Unemployment Rate and Average Earnings.
With UR a lower number is good for the US and vice versa. Whereas AE a higher number is better for the US economy and vice versa.

All three lines must deviate in the same direction. I will not tolerate a conflict from either UR and AE.


Historic deviations and their outcome

June 4 2021  -116 deviation with some minor conflicts that were not big enough to overpower the shock of the headline. The move was slow and sustained and would have been easy to make some money from this!
Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/57168/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTU3MTY4O3Q9MjAyMS02LTQlMjAxMjozMDowMC4wO3M9VVNESlBZO3I9UzEw

May 7 2021  Today I saw a massive deviation of -734k on the headline Non-farm Payrolls with a supporting +0.3% rise from the Unemployment Rate, and This crushed the US dollar across the board. I managed to bank some excellent profits early on the back of this data as the USD pairs continued to slide south. It was a shame that the Average Earnings conflicted largely. A conflict of +0.7 on this line would have upset the move in standard times, but not today!
Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/50023/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTUwMDIzO3Q9MjAyMS01LTclMjAxMjozMDowMC4wO3M9VVNESlBZO3I9TTE

April 2 2021  A very large deviation to the upside, but accompanied by conflicting Average Earnings, created a whipsaw that we don't like to see. This, therefore, did not hit our triggers and for good reason!

Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/35213/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTM1MjEzO3Q9MjAyMS00LTIlMjAxMjozMDowMC4wO3M9VVNESlBZO3I9TTE

 


I will use forecasts of:

Average Hourly Earnings (M/M)  0.3
Change in NonFarm Payrolls  720
Unemployment Rate  5.6
US Average Hourly Earnings (Y/Y)  3.6

 

Today's trade plan

Today the forecast range is smaller than last month, This is good for us as we can tighten the required deviation. I'll be looking for a 200k deviation in either direction from Non-Farm Payrolls without any conflicts from Unemployment and no significant conflict from Average Earnings, We can expect an excellent move. This one can get volatile immediately after the data is released while the market digests the numbers. Hold onto your hats. This one is not for the fainthearted.


Tradable pairs

EURUSD
USDJPY


Hope this helps but please do your own analysis!!

Good luck!!

James Thatcher

Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. Past performance is not indicative of future results. The high degree of leverage can work against you as well as for you. Before deciding to invest in foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.

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Today we saw a +130k deviation from the forecast on the headline, which is sizeable, however not sizeable enough to avoid a conflict from the Unemployment Rate, which today deviated by 0.2 in the opposite direction. We saw USDJPY spike in the direction of the headline before very quickly going in the opposite direction, a reminder of how this report can wipe out your accounts if you're not careful.No profits made, no losses taken. Try next month again.

See Chart here:
https://calendar.galaxysoftwareinc.com/#/chart;i=59294;t=2021-7-2 12:30:00.0;s=USDJPY;r=S1

 

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The week ahead 05 July 2021

 

In the week ahead, I'll be looking closely at the following data releases.

08th July 2021 16:00 GMT    US Crude Oil Inventories

View the report history here https://calendarapi.galaxysoftwareinc.com/l/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jYWxlbmRhcjtuYmM9VVM7bm49Q3J1ZGUlMjBPaWwlMjBJbnZlbnRvcmllcw

09th July 2021 07:00 GMT    Norway CPI

View the report history here
https://calendarapi.galaxysoftwareinc.com/l/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jYWxlbmRhcjtuYmM9Tk87bm49Q29yZSUyMENQSSUyMFlURA

09th July 2021 13:30 GMT    Canadian Employment Change

View the report history here
https://calendarapi.galaxysoftwareinc.com/l/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jYWxlbmRhcjtuYmM9Q0E7bm49RW1wbG95bWVudCUyMENoYW5nZQ


I'm most looking forward to Canadian Employment; In April, I banked a few pips from this.
 
For those that missed it, here's a reminder.

https://www.youtube.com/watch?v=eu-iMvW33q4

05072021_.jpg

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United States Crude Oil Inventories July 8 2021

 

What does the data mean to the market?

The data indicates the number of crude oil barrels held by commercial firms in the US; this inventory is taken weekly and indicates increases or decreases needed in supply, affecting the price. A Positive number is bad for the oil price and vice versa.

Other oil data is released the night before this report, API Weekly Crude Oil Stock, which the market looks for as an indicator of today's report, which can gauge how it will respond, so it's worth keeping an eye on that also

There are two mainline of data to focus on. DOE Gasoline Inventories and DOE Crude Oil Inventories, the two lines must not conflict to make this data tradable; Oil is the driving force behind this report.


Historic deviations and their outcome

June 30 2021  On this occasion, we saw a - 2000 deviation to the downside. However, gasoline conflicted therefore it wasn't a trigger for me.

Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/59518/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTU5NTE4O3Q9MjAyMS02LTMwJTIwMTQ6MzA6MDAuMDtzPVVTRE9JTDtyPVMx

June 23 2021  Today we saw a sizable deviation with supporting deviation from Gasoline. I suspect it was overbought. We got some 20 pips immediately after the news before the price returned to the pre-release level. It is worth noting that other information had pushed the oil price to new highs throughout the day. For that reason, I didn't trade it, but it still would have worked out ok if I had set up for it.


Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/59320/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTU5MzIwO3Q9MjAyMS02LTIzJTIwMTQ6MzA6MDAuMDtzPVVTRE9JTDtyPVMx

June 9 2021  Today, we saw a conflict with Gasoline. Although we saw a good 30 pip move in the direction of crude Oil initially after the news, this quickly pulled back to pre news price before carrying on with the daily downtrend it was in before the release.

Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/58285/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTU4Mjg1O3Q9MjAyMS02LTklMjAxNDozMDowMC4wO3M9VVNET0lMO3I9UzE

 


I will use forecasts of:

DOE Crude Oil Inventories  -6000
DOE Gasoline Inventories  -2250

 

Today's trade plan

If I get a deviation of -/+ 4000 in either direction from the forecast on Oil and a supporting deviation in the same direction from Gasoline of +/- 1500, we can expect a sustained move from Crude Oil or Brent.

Please note that I have used hybrid forecasts to accommodate the following: -

Forecasts and API.

1) DOE Crude Forecast = -4000

2) API Actual Crude = -8000

3) DOE Gasoline Forecast = -1750

4) API Actual Gasoline = -2700

 


Tradable pairs

USDBNT
USDOIL


Hope this helps but please do your own analysis!!

Good luck!!

James Thatcher

Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. Past performance is not indicative of future results. The high degree of leverage can work against you as well as for you. Before deciding to invest in foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.

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Canada Employment Change July 9 2021

 

What does the data mean to the market?

Employment Change is the total number of people employed/changed in the previous month. More employment is positive for the Canadian dollar and would create a buy of CAD pairs. Also, at the same time comes the Unemployment Rate, which has the reverse impact; a higher Unemployment Rate is negative for the Canadian Dollar. More people in employment is good for the value of the currency as it indicates a stronger economy.

 


Historic deviations and their outcome

April 9 2021  Massive deviations across the 3 important lines of Employment Change, Full Time, and Unemployment Rate gave us a nice move, and the opportunity to bank a little profit!

Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/38168/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTM4MTY4O3Q9MjAyMS00LTklMjAxMjozMDowMC4wO3M9VVNEQ0FEO3I9UzMw

March 12 2021  Big deviation which saw a solid move,  Strong Employment Change numbers and Unemployment Rate gave a 1.0% deviation from the forecast! In previous times we might have got more pips from these numbers but this still worked great.

Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/33563/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTMzNTYzO3Q9MjAyMS0zLTEyJTIwMTM6MzA6MDAuMDtzPVVTRENBRDtyPVMzMA

 


I will use forecasts of:

Empl Chg - Full Time  0
Employment Change  175
Unemployment Rate  7.8

 

Today's trade plan

It's not often we get to trade this Canadian report without having to worry about US Non-Farm Payrolls at the same time. Today is one of the rare occasions that we can trade it unincumbered.

If we see a deviation of 150k in either direction from the forecast on the headline Employment change, and no conflict with the Unemployment Rate,  we should get a nice reaction on CAD pairs.

I will also watch the breakdown of Full and Part-Time employment numbers ensuring that the Full-Time figure doesn't conflict with the direction of the trade.


Tradable pairs

EURCAD
USDCAD


Hope this helps but please do your own analysis!!

Good luck!!

James Thatcher

Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. Past performance is not indicative of future results. The high degree of leverage can work against you as well as for you. Before deciding to invest in foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.

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The week ahead 12 July 2021

 

In the week ahead, I'll be looking closely at the following releases.

13 July 2021 13:30 GMT    US Core CPI m/m
View the report history here https://calendar.galaxysoftwareinc.com/#/calendar;nbc=US;nn=Core CPI (MoM)

14 July 2021 03:00 GMT    New Zealand    Official Cash Rate
View the report history here https://calendar.galaxysoftwareinc.com/#/calendar;nbc=NZ;nn=RBNZ Interest Rate Decision

14 July 2021 12:00 GMT    Turkish Rate Decision
View the report history here https://calendar.galaxysoftwareinc.com/#/calendar;nbc=TR;nn=One-Week Repo Rate

14 July 2021 15:00 GMT    Canadian Overnight Rate
View the report history here https://calendar.galaxysoftwareinc.com/#/calendar;nbc=CA;nn=BoC Interest Rate Decision

14 July 2021 15:30 GMT    US Crude Oil Inventories
View the report history here https://calendar.galaxysoftwareinc.com/#/calendar;nbc=US;nn=Crude Oil Inventories

15 July 2021 02:30 GMT     Australian Employment Change
View the report history here https://calendar.galaxysoftwareinc.com/#/calendar;nbc=AU;nn=Employment Change

15 July 2021 23:45 GMT    New Zealand    CPI q/q
View the report history here https://calendar.galaxysoftwareinc.com/#/calendar;nbc=NZ;nn=CPI (QoQ)

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United States Core CPI m/m July 13 2021

 

What does the data mean to the market?

The Core Consumer Price Index (CPI) measures the changes in the price of goods and services, excluding food and energy. The CPI measures price change from the perspective of the consumer. It is a key way to measure changes in purchasing trends and inflation.

A higher than expected number is positive/bullish for the USD, a lower than expected number is negative/bearish for the USD.
There are 4 lines of data.

CPI - Core (M/M) - Headline
CPI - Core (Y/Y)
CPI - (M/M)
CPI - (Y/Y)


Historic deviations and their outcome

June 10 2021  Reasonable deviation but a little continuation on USD pairs, this was largely due to the fact that The US Federal Reserve Board indicated it will look through positive inflation, and won't change monetary policy on the back of high inflation. Therefore a sell would have been better on this release.

Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/58020/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTU4MDIwO3Q9MjAyMS02LTEwJTIwMTI6MzA6MDAuMDtzPVVTREpQWTtyPU0x

May 12 2021  We saw a massive positive +0.6 deviation on the headline Core CPI M/M with a supporting positive deviation of +0.7 on the Core CPI Y/Y without conflicts on all secondary lines.

I got a great 29 pip move in the first minute, with the price pushing higher for some nine minutes after the trade, giving plenty of opportunities to choose the best possible exit.

With significant deviation, big initial move, and lots of continuing price action, the perfect storm makes it virtually impossible not to make money.


Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/50136/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTUwMTM2O3Q9MjAyMS01LTEyJTIwMTI6MzA6MDAuMDtzPVVTREpQWTtyPU0x

April 13 2021  Minor deviations created a nice spike but no continuation. Therefore it provided a minimal opportunity and no trade for me.


Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/38254/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTM4MjU0O3Q9MjAyMS00LTEzJTIwMTI6MzA6MDAuMDtzPVVTREpQWTtyPU0x

 


I will use forecasts of:

CPI - Core (M/M)  0.4
CPI - Core (Y/Y)  4
CPI (M/M)  0.5
CPI (Y/Y)  4.9

 

Today's trade plan

The focus is on CPI - Core (M/M) - Headline.

Today I'm looking for a deviation of 0.4% to trigger a buy or sell on USDJPY.

I will confirm that all others line deviates in the same direction, I will not accept a conflict on any other three lines!

Secondary Lines -
CPI - Core (Y/Y)
CPI - (M/M)
CPI - (Y/Y


If they all lineup, we should bank some good pips today.

With year on year inflation standing at nearly double the average inflation in normal times. I don't believe the markets will tolerate any more hyperinflation. Therefore, Today either buys or sells will work with a trigger of 0.4%


Tradable pairs

EURUSD
USDJPY


Hope this helps but please do your own analysis!!

Good luck!!

James Thatcher

Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. Past performance is not indicative of future results. The high degree of leverage can work against you as well as for you. Before deciding to invest in foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.

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Turkey Turkish Rate Decision July 14 2021

 

What does the data mean to the market?

The Central Bank of the Republic of Turkey's (CBRT) Monetary Policy Committee votes on setting the overnight interest rate. Traders watch interest rate changes closely as short term interest rates are the primary factor in currency valuation.

A higher than expected rate is positive/bullish for the TRY (Turkish Lira), while a lower than expected rate is negative/bearish.


Historic deviations and their outcome

March 18 2021  +1.0 positive deviation from the forecast, which gave a nice move of 750 pips in the first minute, then great continuation afterwards, too!

Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/34208/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTM0MjA4O3Q9MjAyMS0zLTE4JTIwMTE6MDowMC4wO3M9VVNEVFJZO3I9UzEw

December 24 2020  +0.5 positive deviation from the forecast, which gave 475 pips in one minute.

Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/25738/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTI1NzM4O3Q9MjAyMC0xMi0yNCUyMDExOjA6MDAuMDtzPUVVUlRSWTtyPU0x

October 22 2020  -1.75 negative deviation from the forecast, which created a great move! With over 900 pips in the first minute.

Check out the price action here:
https://calendarapi.galaxysoftwareinc.com/l/23557/aHR0cHM6Ly9jYWxlbmRhci5nYWxheHlzb2Z0d2FyZWluYy5jb20vIy9jaGFydDtpPTIzNTU3O3Q9MjAyMC0xMC0yMiUyMDExOjA6MDAuMDtzPUVVUlRSWTtyPU0x

 


I will use forecasts of:

Benchmark Rate  19.00

 

Today's trade plan

All economists forecast today for the rate to stay at 19%

The last time there was an unexpected hike in rates, President Erdogan sacked the central bank governor. The new Governor Kavcioglu has said that he will ignore higher inflation. What he says and what he does are two separate things; however, recently, we had a strong inflation number. It's unlikely he would shock the markets and move the rates, but you never know, so I'll be ready just in case.

If we get a change of 1.0 in either direction, I'll take a trade.

 

 

Tradable pairs

EURTRY
USDTRY


Hope this helps but please do your own analysis!!

Good luck!!

James Thatcher

Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. Past performance is not indicative of future results. The high degree of leverage can work against you as well as for you. Before deciding to invest in foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.

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