Exact Macro

Was last week's rough ride just a bump in the road for stocks and the economy?

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-4c4

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Stock and GDP Outlook, for Week Ending 07/03/2026 Was last week's rough ride just a bump in the road for stocks and the economy?

The economic weather is still sunny, but too hot.

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

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Stock and GDP Outlook, for Week Ending 06/26/2026 The economic weather is still sunny, but too hot.

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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Stock and GDP Outlook, for Week Ending 06/05/2026 The US should stop fighting its own success.