Exact Macro Market Monitor

Exact Macro Market Monitor

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Stock and GDP Outlook, for Week Ending 11/07/2025
The Best and Worst of Times
Nov 3 • 
Mike Sandifer
Updated Quarterly NGDP Forecasts and NGDP Output Gap
Based on S&P 500 earnings estimates and futures prices.
Nov 3 • 
Mike Sandifer

October 2025

Stock and GDP Outlook, for Week Ending 10/31/2025
A never ending productivity boom?
Oct 27 • 
Mike Sandifer
Outlook Change, via Market Compass Dashboard
Yellow Neutral Outlook
Oct 23 • 
Mike Sandifer
Updated Quarterly NGDP Forecasts and NGDP Output Gap
Based on S&P 500 earnings estimates and futures prices.
Oct 20 • 
Mike Sandifer
Stock and GDP Outlook, for Week Ending 10/24/2025
Booming toward oblivion?
Oct 20 • 
Mike Sandifer
Outlook Change, via Market Compass Dashboard
Red Negative Outlook
Oct 13 • 
Mike Sandifer
Stock and GDP Outlook, for Week Ending 10/17/2025
Shocks aren't so shocking anymore.
Oct 13 • 
Mike Sandifer
Stock and GDP Outlook, for Week Ending 10/10/2025
Yes, AI seems to be boosting productivity.
Oct 6 • 
Mike Sandifer
Updated Quarterly NGDP Forecasts and NGDP Output Gap
Based on S&P 500 earnings estimates and futures prices.
Oct 6 • 
Mike Sandifer

September 2025

Stock and GDP Outlook, for Week Ending 10/03/2025
Slumping slowly toward disaster?
Sep 29 • 
Mike Sandifer
Stock and GDP Outlook, for Week Ending 09/26/2025
Is AI growth offsetting tariff and immigration policies?
Sep 22 • 
Mike Sandifer
© 2025 Michael Sandifer
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