@mikesandifer.bsky.social
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mikesandifer.bsky.social
@mikesandifer.bsky.social
· 22h
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· 6d
Keep telling me generative AI is hype.
mikesandifer.bsky.social
@mikesandifer.bsky.social
· 7d
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
2
mikesandifer.bsky.social
@mikesandifer.bsky.social
· 14d
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
mikesandifer.bsky.social
@mikesandifer.bsky.social
· 21d
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· 28d
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Sep 22
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Sep 15
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Sep 15
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Sep 8
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
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Sep 2
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
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Aug 25
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
13
2
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mikesandifer.bsky.social
@mikesandifer.bsky.social
· Aug 22
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Aug 18
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Aug 11
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Aug 4
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Jul 28
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
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Jul 21
Yes, because the effects of the expected levels of tariffs will be pretty limited in terms of lost real growth, as it stands now.
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Jul 21
Slower growth, but lower risks for stocks and the economy:
exactmacro.substack.com/publish/post...
#stockmarket
#economicgrowth
#outlook
#recession
#S&P500
#earnings
#stockprices
#forecast
#monetarypolicy
#AI
#investments
#economy
$SPY $VOO $QQQ
1
1
1
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Jul 14
A hobbled Trump could be good for stocks and the 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 07/18/2025
A Hobbled Trump Could be Good for the Economy
exactmacro.substack.com
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Jul 7
Green light and red flags in the stock market:
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 07/11/2025
A green light with red flags.
exactmacro.substack.com
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Jun 30
Stock gains are likely still limited, with economic growth on a slow glide downward:
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 07/04/2025
Slow Glide
exactmacro.substack.com
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Jun 23
The new war adds risks to stocks and the economy fo 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 06/27/2025
Rising Risks to Stocks and the Economy
exactmacro.substack.com
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Jun 16
Optimism about Stagnation:
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 06/20/2025
Optmistic about Stagnation
exactmacro.substack.com
mikesandifer.bsky.social
@mikesandifer.bsky.social
· Jun 9
Lukewarm about stocks and the economy:
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 06/13/2025
Cautious and Lukewarm
exactmacro.substack.com
