Modern Macro Technologies
12 August 2026 176 research notes Daily Treasury Statement releases 16:00 ET DTS 16:00 ET
Research · · 7 min read Individual

07/19/2026 Market Update

Douglas ·
07/19/2026 Market Update

Market Update Preview The bearish calls are stacking up — Iran escalating, oil back above $80, and the semiconductor index down over 20% from its highs. So this week I steelman the bear case: I lay out every piece of evidence I'd use to argue for a rollover, from the chart pattern to overbought…

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