Exact Macro Market Monitor

Substacknewsletter · by Mike Sandifer

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.

Audience
Not shown publicly
We show a dash rather than guess
Observed frequency
Weekly
From 7 posts indexed in the last 90 days
Last post
Nov 2, 2026
11 days ago
Likely audience
economics readers
Inferred from post content

Exact Macro Market Monitor is a Substack newsletter by Mike Sandifer covering stock market volatility, inflation and CPI data and geopolitical conflict in the Persian Gulf. NewsletterFIT indexed 7 posts from it in the last 90 days, most recently on Nov 2, 2026.

Topics

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No sponsored posts detected in the last 180 days of indexed posts.

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Compiled from public pages · refreshed Nov 8, 2026 · How NewsletterFIT collects and labels data