Economic research notes on GDP seasonality, PMIs, and bank sector allocations

Economic research notes on GDP seasonality, PMIs, and bank sector allocations The passage contains only macro‑economic charts, analyst commentary, and generic expectations about fiscal policy. It mentions no specific individuals, transactions, or wrongdoing, offering no actionable investigative leads. Key insights: Charts compare hard vs. soft data and show residual seasonality in US GDP growth (1985‑2015).; Analysts cite strong global PMI readings and earnings revisions as bullish signals.; Speculative comment that Trump may deliver a tax package to support trade policy.