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mikesandifer.bsky.social
@mikesandifer.bsky.social
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mikesandifer.bsky.social
Why there is no AI bubble in Stocks:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 12/26/2025
Why There is No AI Bubble in Stocks
exactmacro.substack.com
December 22, 2025 at 5:20 AM
mikesandifer.bsky.social
Stocks are volatile, not bubbly:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 12/19/2025
Unsettled, not Bubbly
exactmacro.substack.com
December 15, 2025 at 5:09 AM
mikesandifer.bsky.social
Markets are calming a bit, but should they be?

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 12/12/2025
Markets are calming a bit, but should they be?
exactmacro.substack.com
December 8, 2025 at 5:06 AM
mikesandifer.bsky.social
Unsteady as she goes, for stocks:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 12/05/2025
Unsteady as She Goes
exactmacro.substack.com
December 1, 2025 at 5:09 AM
mikesandifer.bsky.social
Cooler booming in stocks for now:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 11/28/2025
Cooler Booming for Now
exactmacro.substack.com
November 24, 2025 at 5:14 AM
mikesandifer.bsky.social
A market-based alternative to GDP reports?

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 11/21/2025
Market-Based Expected NGDP Growth
exactmacro.substack.com
November 17, 2025 at 5:17 AM
mikesandifer.bsky.social
Markets are boring and exciting in good and bad ways:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 11/14/2025
Markets are boring and exciting in good and bad ways.
exactmacro.substack.com
November 10, 2025 at 5:10 AM
mikesandifer.bsky.social
It's the best and worst of times for markets:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 11/07/2025
The Best and Worst of Times
exactmacro.substack.com
November 3, 2025 at 5:12 AM
mikesandifer.bsky.social
Will the AI productivity boom ever end?

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 10/31/2025
A never ending productivity boom?
exactmacro.substack.com
October 27, 2025 at 4:21 AM
mikesandifer.bsky.social
Keep telling me generative AI is hype.
October 21, 2025 at 10:50 AM
mikesandifer.bsky.social
Booming toward oblivion?:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 10/24/2025
Booming toward oblivion?
exactmacro.substack.com
October 20, 2025 at 4:10 AM
mikesandifer.bsky.social
Economic shocks are not so shocking anymore:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 10/17/2025
Shocks aren't so shocking anymore.
exactmacro.substack.com
October 13, 2025 at 4:07 AM
mikesandifer.bsky.social
AI is boosting productivity and stock prices:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 10/10/2025
Yes, AI seems to be boosting productivity.
exactmacro.substack.com
October 6, 2025 at 4:15 AM
mikesandifer.bsky.social
Can the US economy survive the loss of the rule of law?

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 10/03/2025
Slumping slowly toward disaster?
exactmacro.substack.com
September 29, 2025 at 5:12 AM
mikesandifer.bsky.social
Is AI growth offsetting tariff and immigration policies?

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 09/26/2025
Is AI growth offsetting tariff and immigration policies?
exactmacro.substack.com
September 22, 2025 at 4:31 AM
mikesandifer.bsky.social
More Stagflation Ahead:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 09/19/2025
More stagflation ahead.
exactmacro.substack.com
September 15, 2025 at 4:51 AM
mikesandifer.bsky.social
More Stagflation Ahead:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 09/19/2025
More stagflation ahead.
exactmacro.substack.com
September 15, 2025 at 4:49 AM
mikesandifer.bsky.social
More economic weakness and the true effects of AI:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 09/12/2025
More signs of economic weakness emerge.
exactmacro.substack.com
September 8, 2025 at 4:13 AM
mikesandifer.bsky.social
Trump's incompetence is saving us, for now:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 09/05/2025
Trump's Incompetence is His Greatest Strength
exactmacro.substack.com
September 2, 2025 at 4:41 AM
mikesandifer.bsky.social
Erosion of the Rule of Law and Policy Stability Threatens the US Economy:

exactmacro.substack.com/publish/post...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 08/29/2025
Erosion of the Rule of Law and Policy Stability Threatens the US Economy
exactmacro.substack.com
August 25, 2025 at 4:26 AM
mikesandifer.bsky.social
Predicting the New Monetary Policy Framework:

open.substack.com/pub/exactmac...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
The Fed's Policy Review
My Prediction
open.substack.com
August 22, 2025 at 9:38 AM
mikesandifer.bsky.social
Correcting my serious mistake from last week:

exactmacro.substack.com/publish/post...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 08/22/2025
Correcting my Big Mistake
exactmacro.substack.com
August 18, 2025 at 4:12 AM
mikesandifer.bsky.social
Treasury Yields Directly Reveal GDP Growth Forecasts:

exactmacro.substack.com/publish/post...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 08/15/2025
Treasury Yields are NGDP Growth Forecasts
exactmacro.substack.com
August 11, 2025 at 4:38 AM
mikesandifer.bsky.social
The US is increasingly the banana republic without the bananas, but recession is still not expected:

exactmacro.substack.com/publish/post...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 08/08/2025
The Non-Banana Banana Republic
exactmacro.substack.com
August 4, 2025 at 4:03 AM
mikesandifer.bsky.social
Longer-term inflation expectations should limit stock gains for a while:

exactmacro.substack.com/publish/post...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Stock and GDP Outlook, for Week Ending 08/01/2025
Longer-term inflation expectations should limit stock gains for a while.
exactmacro.substack.com
July 28, 2025 at 11:25 PM