Exact Macro Market Monitor

Exact Macro Market Monitor

About the Substack

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.

Free Subscription Benefits

• Weekly stock market and US economic outlooks via commentary and indicator summaries.

Paid Subcription Benefits

• Access to regularly updated, market-based quarterly NGDP growth forecasts.
• Access to market-based quarterly economic output gap measures.
• Access to a novel custom GPT AI chatbot that offers access to economic and stock market TLDRs, and asset valuation features.

Paid Subscription Plans

• $5 a month
• $50 a year

About Mike Sandifer

As a former stockbroker, I offer macro fundamentals-based stock/dollar forex market boom/bust alerts and portfolio stress-testing.