Strong Correlation Between GDP and Market Returns

Note: GDP as a Seasonally Adjusted Annualized Rate (SAAR) and XLK as a quarterly percentage change. 2026 Q2 represents the projected Atlas Analytics' GDP forecast and the current quarterly average for the XLK.
Chart: Jake SchneiderSource: BEA, FRED, USGS, NASA, Yahoo Finance, Atlas AnalyticsGet the dataCreated with Datawrapper