Modern Macro Technologies

12/20/2023 Market Update

Wednesday's sell-off ends the run that began in early November. The update reads the volatility spike through DeepMMT and the vol-shift model, takes up Ritik Goyal's case that higher rates are stimulative, and maps three paths hinging on a March Fed cut.

Market Update — Wednesday, December 20, 2023
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
Already subscribe? Sign in.