Exact Macro

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06/22/2026

The economic weather is still sunny, but too hot.

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-e05

&P500 $SPY $VOO $QQQ

The economic weather is still sunny, but too hot.

06/15/2026

Markets predict better weather ahead for stocks and the economy, after some upcoming rain.

https://open.substack.com/pub/exactmacro/p/stock-and-gdp-outlook-for-week-ending-244?r=5h6ub&utm_campaign=post&utm_medium=web

&P500 $SPY $VOO $QQQ

Better weather ahead for stocks and the economy, after some upcoming rain.

06/08/2026

Imagine the effect on stocks and the economy if we got out of our own way!

https://open.substack.com/pub/exactmacro/p/stock-and-gdp-outlook-for-week-ending-8a8?r=5h6ub&utm_campaign=post&utm_medium=web

&P500 $SPY $VOO $QQQ

Imagine the effect on stocks and the economy if we got out of our own way!

06/01/2026

The US should stop fighting its own success:

https://exactmacro.substack.com/p/0eed7cac-0a62-4cb7-b9bf-48c1d12852a5?postPreview=paid&updated=2026-06-01T00%3A42%3A07.047Z&audience=everyone&free_preview=false&freemail=true

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The US should stop fighting its own success.

05/26/2026

The AI boom and loose monetary policy keeps delaying the slowdown:

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-4d6

&P500 $SPY $VOO $QQQ

The AI boom and loose monetary policy keeps delaying the slowdown.

05/18/2026

The tug-of-war between the AI boom and negative supply shocks continues.

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-151

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The economy is hot; too hot in fact.

05/11/2026

The US economy is running too hot for stocks to go much higher for long:

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-151

&P500 $SPY $VOO $QQQ

The economy is hot; too hot in fact.

05/04/2026

AI versus Trump's policy mistakes and the impact on stocks:

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-dfe

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A Tale of Two Supply-Sides

04/27/2026

The Stock Market is Sunny, but the Warsh Nomination Presents Clouds:

https://open.substack.com/pub/exactmacro/p/stock-and-gdp-outlook-for-week-ending-fd3?r=5h6ub&utm_campaign=post&utm_medium=web

&P500 $SPY $VOO $QQQ

The Stock Market is Sunny, but the Warsh Nomination Presents Clouds

04/20/2026

Oil prices fell, but economic growth prospects softened.

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-f7b

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Oil prices fell, but economic growth prospects softened.

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10151 Deerwood Park Boulevard
Jacksonville, FL
32256

Telephone

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Website

http://exactmacro.substack.com/

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