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US-GDP versus US-Stock Market (Atlanta FED)
The Stock Market ist discounting future expectations, therefore I should be more specific; US-GDP-expectations for the 4th quarter 2015 versus the US-Stock Market evolution since Nov. 2015 up to 5th January 2016:
S&P 500 (SPX) & (RUT) Russel 2000 (Small Cap Index)
30th October up to 5th January 2016 (Volume stated for the S&P 500)
Maybe one should not be freigthenend, but in the light of the consensus in the broad market (this is my personal assumption!) the expectations themself! from the Atlanta-FED seem to experience a pretty "hard-landing" in the period from 30th October 2015 up to the most recent update, received just now, 4th January 2015.
Official release/Latest forecast — January 4, 2016 (source: https://www.frbatlanta.org)
The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2015 is 0.7 percent on January 4, 2016, down from 1.3 percent on December 23, 2015. The forecast for the contribution of net exports to fourth-quarter real GDP growth fell 0.1 percentage points to -0.4 percentage points on December 29, 2015, after the U.S. Census Bureau's advance report on international trade in goods. The nowcast for real GDP growth fell 0.5 percentage points that morning following the Census Bureau's release on construction spending and the Institute for Supply Management's Manufacturing ISM Report On Business.
