Modern Macro Technologies
Monthly Outlooks · · 3 min read Members

October 2024 Monthly Outlook

Sentiment has run ahead of flows with stocks near all-time highs. Oil's jump from $67 to $80 in a week, still-robust inflation-adjusted deficit spending, and DeepMMT's early signal on the 2025 rate path fill out the month's picture.

Douglas · Monthly Outlooks
October 2024 Monthly Outlook
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

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

The Only Way Treasury Gets Lower Rates Without the Fed

Bessent wants lower long-term rates without the Fed. The TGA build, the doubled buybacks -- none of it will work, and the one fiscal lever that does is the one nobody in this administration will name. Free