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Exact Macro Market Monitor

Exact Macro Market Monitor

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 • Mike Sandifer
Stock and GDP Outlook, for Week Ending 06/12/2026
Imagine the effect on stocks and the economy if we got out of our own way!
 • Mike Sandifer
Stock and GDP Outlook, for Week Ending 06/05/2026
The US should stop fighting its own success.
 • Mike Sandifer
Stock and GDP Outlook, for Week Ending 05/29/2026
The AI boom and loose monetary policy keeps delaying the slowdown.
 • Mike Sandifer
Stock and GDP Outlook, for Week Ending 05/22/2026
The tug-of-war between the AI boom and negative supply shocks continues.
 • Mike Sandifer
Stock and GDP Outlook, for Week Ending 05/15/2026
The economy is hot; too hot in fact.
 • Mike Sandifer
Stock and GDP Outlook, for Week Ending 05/08/2026
A Tale of Two Supply-Sides
 • Mike Sandifer
Exact Macro Market Monitor
Exact Macro Market Monitor
Market--based weekly outlooks on the US stock market and economy, from the market monetarist perspective with a particular focus on models based upon the equilibrium relationship between the S&P 500 earnings yield and the NGDP growth rate.
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