Modern Macro Technologies
12 August 2026 176 research notes Daily Treasury Statement releases 16:00 ET DTS 16:00 ET

07/03/2026 Market Update

07/03/2026 Market Update

Update Preview A big jobs miss (57k vs. 129k expected) shook markets yesterday, but price stabilized right back to where it started and the bigger picture hasn't changed. Flows are re-accelerating strongly into July, and everything in our toolkit still points to a sideways grind before a breakout into August. This week I…

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