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Exact Macro Market Monitor

Market--based weekly outlooks on the US stock market and economy, from the market monetarist perspective with a particular focus on models based upon the equilibrium relationship between the S&P 500 earnings yield and the NGDP growth rate.

Newsletter · By Mike Sandifer · English · Official site

Indexed issues, last 90 days
11
Latest publication
Sep 28, 2026
Audience
Checking…
Earliest in this view
Jul 20, 2026

Latest issues

  1. Issue · Sep 28, 2026

    Stock and GDP Outlook, for Week Ending 10/02/2026 (opens the original)

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    <img alt="" class="sizing-normal" height="612" src="https://substackcdn.com/image/fetch/$s_!t_9R!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa05dfa22-4337-4e28-906e-52ba3e78483b_884x612.png" w

  2. Issue · Sep 21, 2026

    Stock and GDP Outlook, for Week Ending 09/25/2026 (opens the original)

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    <img alt="" class="sizing-normal" height="613" src="https://substackcdn.com/image/fetch/$s_!eOvj!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9d9cc76-e94f-4dad-9a30-3d8feeab620c_887x613.png" w

  3. Issue · Sep 14, 2026

    Stock and GDP Outlook, for Week Ending 09/18/2026 (opens the original)

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    <img alt="" class="sizing-normal" height="615" src="https://substackcdn.com/image/fetch/$s_!kXuv!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa02a60d5-7b4b-47be-bec8-824ac5720cfb_888x615.png" w

  4. Issue · Sep 8, 2026

    Stock and GDP Outlook, for Week Ending 09/11/2026 (opens the original)

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    <img alt="" class="sizing-normal" height="615" src="https://substackcdn.com/image/fetch/$s_!qOkW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71704db3-3e84-4c45-a45c-954393ef6e60_889x615.png" w

  5. Issue · Aug 31, 2026

    Stock and GDP Outlook, for Week Ending 09/04/2026 (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="614" src="https://substackcdn.com/image/fetch/$s_!LPGo!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb806ac5e-7cae-4c95-8364-8b584bfd3c2d_888x614.png" w

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