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Weekly Market Outlook
In-depth posts based on the Exact Macro perspective, which seeks to build deterministic models rather than relying on messy statistical methods.
Get weekly outlooks and 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.
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Be on the list to beta test the software under development which will relate changes in economic growth expecations to changes in the prices of individual stocks, to allow for portfolio stress-testing as well as potential upside for individual stocks after slowdowns in economic growth or recessions.