Archive - Exact Macro Market Monitor

Updated Quarterly NGDP Forecasts and NGDP Output Gaps

Based on S&P 500 earnings estimates and futures prices.

Jul 14 •

Stock and GDP Outlook, for Week Ending 07/18/2025

A Hobbled Trump Could be Good for the Economy

Jul 14 •

Outlook Change, via Market Compass Dashboard

Green Positive Outlook

Jul 9 •

Stock and GDP Outlook, for Week Ending 07/11/2025

A green light with red flags.

Jul 7 •

June 2025

Stock and GDP Outlook, for Week Ending 07/04/2025

Jun 30 •

Updated Quarterly NGDP Forecasts and NGDP Output Gaps

Based on S&P 500 earnings estimates and futures prices.

Jun 29 •

Outlook Change, via Market Compass Dashboard

Yellow Neutral Outlook

Jun 25 •

Stock and GDP Outlook, for Week Ending 06/27/2025

Rising Risks to Stocks and the Economy

Jun 23 •

Outlook Change, via Market Compass Dashboard

Red Negative Outlook

Jun 16 •

Stock and GDP Outlook, for Week Ending 06/20/2025

Optmistic about Stagnation

Jun 16 •

Updated Quarterly NGDP Forecasts and NGDP Output Gaps

Based on S&P 500 earnings estimates and futures prices.

Jun 16 •

Stock and GDP Outlook, for Week Ending 06/13/2025

Cautious and Lukewarm

Jun 9 •

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