Exact Macro Market Monitor

Exact Macro Market Monitor

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Stock and GDP Outlook, for Week Ending 09/19/2025
More stagflation ahead.
Sep 15 • 
Mike Sandifer
1
Stock and GDP Outlook, for Week Ending 09/12/2025
More signs of economic weakness emerge.
Sep 8 • 
Mike Sandifer
Updated Quarterly NGDP Forecasts and NGDP Output Gap
Based on S&P 500 earnings estimates and futures prices.
Sep 8 • 
Mike Sandifer
Stock and GDP Outlook, for Week Ending 09/05/2025
Trump's Incompetence is His Greatest Strength
Sep 2 • 
Mike Sandifer
1

August 2025

Updated Quarterly NGDP Forecasts and NGDP Output Gap
Based on S&P 500 earnings estimates and futures prices.
Aug 25 • 
Mike Sandifer
Stock and GDP Outlook, for Week Ending 08/29/2025
Erosion of the Rule of Law and Policy Stability Threatens the US Economy
Aug 25 • 
Mike Sandifer
1
The Fed's Policy Review
My Prediction
Aug 22 • 
Mike Sandifer
1
Outlook Change, via Market Compass Dashboard
Yellow Neutral Outlook
Aug 21 • 
Mike Sandifer
Stock and GDP Outlook, for Week Ending 08/22/2025
Correcting My Big Mistake
Aug 18 • 
Mike Sandifer
Stock and GDP Outlook, for Week Ending 08/15/2025
Treasury Yields are NGDP Growth Forecasts
Aug 11 • 
Mike Sandifer
1
Updated Quarterly NGDP Forecasts and NGDP Output Gaps
Based on S&P 500 earnings estimates and futures prices.
Aug 11 • 
Mike Sandifer
Outlook Change, via Market Compass Dashboard
Green Positive Outlook
Aug 11 • 
Mike Sandifer
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