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Jun 8
•
Mike Sandifer
1
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!
Jun 8
•
Mike Sandifer
3
Stock and GDP Outlook, for Week Ending 06/05/2026
The US should stop fighting its own success.
Jun 1
•
Mike Sandifer
1
May 2026
Stock and GDP Outlook, for Week Ending 05/29/2026
The AI boom and loose monetary policy keeps delaying the slowdown.
May 26
•
Mike Sandifer
1
1
Stock and GDP Outlook, for Week Ending 05/22/2026
The tug-of-war between the AI boom and negative supply shocks continues.
May 18
•
Mike Sandifer
2
Stock and GDP Outlook, for Week Ending 05/15/2026
The economy is hot; too hot in fact.
May 11
•
Mike Sandifer
5
2
Stock and GDP Outlook, for Week Ending 05/08/2026
A Tale of Two Supply-Sides
May 4
•
Mike Sandifer
5
1
April 2026
Stock and GDP Outlook, for Week Ending 05/01/2026
The Stock Market is Sunny, but the Warsh Nomination Presents Clouds
Apr 27
•
Mike Sandifer
6
Stock and GDP Outlook, for Week Ending 04/24/2026
Oil prices fell, but economic growth prospects softened.
Apr 20
•
Mike Sandifer
2
1
Stock and GDP Outlook, for Week Ending 04/19/2026
This too shall pass.
Apr 13
•
Mike Sandifer
3
1
Stock and GDP Outlook, for Week Ending 04/10/2026
Shocking behavior threatens stock prices and the economy.
Apr 6
•
Mike Sandifer
4
1
March 2026
Stock and GDP Outlook, for Week Ending 04/03/2026
The casualties of the growing war in Iran increasingly includes stocks and the US economy.
Mar 30
•
Mike Sandifer
1
1
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