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

07/12/2026 Market Update

Douglas ·
07/12/2026 Market Update

Market Update Preview We've gotten a little of everything since the last update — a pre-holiday pullback, a rebound, and fresh Iran tensions over the weekend that nudged oil higher. But the S&P is still range-bound in its consolidation, and my base case is unchanged: sideways for another week or few, then…

Professional

This one’s Professional-only

Professional is the tier with the numbers in it: full models, position-level detail, the dashboard suite, and same-day delivery of everything we publish.

  • Everything in Individual
  • Full models & position-level detail
  • Dashboard suite + DeepMinsky
  • Monthly analyst Q&A
Go Professional · $1,999/mo Get the free newsletter
Already subscribe? Sign in.

More research

Coming soon

This is Modern Macro Technologies, a brand new site by Adam Rice that's just getting started. Things will be up and running here shortly, Free

08/09/2026 Market Update: The Rally Delivered. Now Comes the Harder Question.

(Note: Below is a summary of the Market Update Video for 08/09/2026, click here to watch the video update) Market Update Preview August opened Individual

07/30/2026 Market Update: The Inflection Point, Reading the New Fed, and Why You Can't Front-Run Flows

Market Update Preview Yesterday's sell-off was fierce, the Dow shed over 1,000 points following the Fed decision and Warsh's press conference, Individual