Exact Macro

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

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Stock and GDP Outlook, for Week Ending 06/18/2026 Better weather ahead for stocks and the economy, after some upcoming rain.

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

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Stock and GDP Outlook, for Week Ending 06/12/2026 Imagine the effect on stocks and the economy if we got out of our own way!

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

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

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Stock and GDP Outlook, for Week Ending 05/29/2026 The AI boom and loose monetary policy keeps delaying the slowdown.