Real GDP in Q2 should boom to "overbought" year-to-year levels that have historically been negative for stocks. Profits in Q2 should jump well above levels (above 20% growth) that have historically slowed stock gains. The output gap in Q2 should close, which has been a problem for stocks as the Fed has to think about tapering as resources get scarce.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.