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Subscribe to get full access to weekly US stock market and economic outlooks, with timely insights about sudden, big US stock market moves. Content offers unique translations of changes in the S&P 500 into changes in the expected mean economic growth path, and related changes in bond yields, expected inflation rates, and hence real GDP growth rates.

Also, premium members get access to the Market Compass outlook alerts sub-newsletter, that is received whenever the market outlook changes, in addition to market-based quarterly NGDP growth forecasts, market-based measures of the US economic output gap, and access to an AI chatbot that offers many useful foward-looking, market-based investment asset valuation features, along with TLDRs on the stock market and economy. The chatbot will gain in features and feature functionality over time, and will benefit from continuous OpenAI upgrades.

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Subscribe to 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.

People

As a former stockbroker, I offer macro fundamentals-based stock/dollar forex market boom/bust alerts and portfolio stress-testing.