Modern Macro Technologies
Market Updates · · 2 min read Members

10/21/2024 Market Update

Post-opex, with dealer hedging reset, the update relaunches the Flow Phase model in three phases instead of four and previews MESSSi, the endogenous macro simulator built with Ty Keynes, alongside fresh Treasury flow data.

Douglas · Market Updates
Market Update — Monday, October 21, 2024
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08/27/2026 Market Update: The Bessent Buyback Mirage, and Why Mid-September Is the Brittle Zone

The Bessent buyback treated as a mirage: the TGA mechanics, the one lever that would actually bring rates down, and why nobody in Washington will pull it. Also flagged — a mid-September brittle zone, and a rare disagreement with DeepMMT. Members