Data. In the long run, it’s one thing that can truly move the market.
How investors react and predict future trends is what ultimately determines returns. And lately, the data has been great. Since the end of the Great Recession, various points of economic data have shown progress and growth. That’s only accelerated in recent quarters.
But lately, the various economic signals are getting a bit crossed.
While still showing plenty of positives, the data isn’t as bullish as it once was a few quarters and months ago. For investors, this mixed picture only muddies the water and underscores the recent volatility we’ve been experiencing. All in all, we might not be able to brush off poorer data for much longer.