Modern Macro Technologies
Research · · 2 min read Members

08/13/2025 Market Update

New all-time highs less than two weeks after the sell-off, and a cooler July inflation print. The bulk of the update is arithmetic: public versus private debt growth across 2024 and 2025, the profit-investment curve, and what multiple rate cuts would do to both.

Douglas
Market Update — Wednesday, August 13, 2025
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