Modern Macro Technologies
12 August 2026 176 research notes Daily Treasury Statement releases 16:00 ET DTS 16:00 ET
Research · · 9 min read Individual

06/08/2026 Market Update

Douglas ·
06/08/2026 Market Update

Market Update Preview Friday brought the sell-off we'd been flagging as a possibility — a hot jobs print spiked the VIX, dropped the Nasdaq nearly 5%, and sent yields jumping. The takeaway: the last argument for rate cuts (a soft labor market) just got dashed, and the market had to reprice valuations that were…

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