Modern Macro Technologies

12/27/2023 Market Update

Dealer hedging runs the reverse of late 2022 in this year-end update, alongside the seasonal slowdown in fiscal flows, bullish sentiment at extremes, the dark pool index, and January 19 — the first options expiration of the new year.

Market Update — Wednesday, December 27, 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.