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Subscribe to 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. Click to read Exact Macro Market Monitor, by Mike Sandifer, a Substack publication.



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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. Click to read Exact Macro Market Monitor, by Mike Sandifer, a Substack publication.



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Subscribe to 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. Click to read Exact Macro Market Monitor, by Mike Sandifer, a Substack publication.

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