Archive - Exact Macro Market Monitor

Stock and GDP Outlook, for Week Ending 12/26/2025

Why There is No AI Bubble in Stocks

46 mins ago • Mike Sandifer

Updated Quarterly NGDP Forecasts and NGDP Output Gap

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

47 mins ago • Mike Sandifer

Updated Quarterly NGDP Forecasts and NGDP Output Gap

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

Dec 15 • Mike Sandifer

Stock and GDP Outlook, for Week Ending 12/19/2025

Unsettled, not Bubbly

Dec 15 • Mike Sandifer

Outlook Change, via Market Compass Dashboard

Green Positive Outlook

Dec 8 • Mike Sandifer

Stock and GDP Outlook, for Week Ending 12/12/2025

Markets are calming a bit, but should they be?

Dec 8 • Mike Sandifer

Updated Quarterly NGDP Forecasts and NGDP Output Gap

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

Dec 1 • Mike Sandifer

Stock and GDP Outlook, for Week Ending 12/05/2025

Unsteady as She Goes

Dec 1 • Mike Sandifer

Outlook Change, via Market Compass Dashboard

Yellow Neutral Outlook

Dec 1 • Mike Sandifer

November 2025

Stock and GDP Outlook, for Week Ending 11/28/2025

Cooler Booming for Now

Nov 24 • Mike Sandifer

Outlook Change, via Market Compass Dashboard

Red Negative Outlook

Nov 18 • Mike Sandifer

Stock and GDP Outlook, for Week Ending 11/21/2025

Market-Based Expected NGDP Growth

Nov 17 • Mike Sandifer

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts