Modern Macro Technologies
Market Updates · · 2 min read Members

11/20/2024 Market Update

The post-election rally has largely round-tripped, and attention turns to the incoming administration's fiscal agenda: proposed spending cuts on an Argentina-like scale, tax-cut offsets, and the speculative-lending risk that comes with deregulation.

Douglas · Market Updates
Market Update — Wednesday, November 20, 2024
Individual & up

This one’s for Individual subscribers

Individual gets the full AppliedMMT newsletter, every market update, the dashboards, the Discord, and the complete archive. The free updates stay free.

  • The AppliedMMT newsletter & full market updates
  • The dashboard suite & the full model layer
  • Subscriber Discord community
  • Full archive of past research
Subscribe · $129/mo Get the free newsletter
Already subscribe? Sign in.

More research

09/16/2026 Market Update: The Fed Hiked. Here's Why It Feeds the Cycle Instead of Ending It.

Market Update Preview Fed Day delivered a hike. Heading in, this was probably the most uncertain rate decision we've had in many years — exactly Members

Macro Update: The cycle is intact, the model is long, and for the next few weeks we are hedging it with cash

 Professional

09/07/2026 Market Update: The September Surprise — Flows Just Changed the Setup

Market Update Preview For the past four or five weeks, the drive-home point here has been sideways action: the big early-August run played out most of Members