Events · who it helps and who it hurts

GDP (advance estimate)

The quarterly measure of how much the whole economy grew.

Next release: Oct 29, 2026 at 08:30 US/Eastern · Last release: Apr 1, 2026, read as cooler

The reads below are for when the economy grows faster than expected. Expect the opposite when growth falls short. Cooler was the last call.

Sectors

IndustrialsUsually helpsIndustrial companies sell into exactly this activity.

Basic MaterialsUsually helpsMore building and manufacturing means more demand for raw materials.

Consumer CyclicalUsually helpsA stronger economy means more consumer spending.

EnergyUsually helpsA busier economy burns more fuel.

Financial ServicesUsually helpsBusinesses borrow more when they are growing.

UtilitiesUsually hurtsUtilities fall when a strong economy lifts rates.

Communication ServicesLittle effectLittle direct link.

Consumer DefensiveLittle effectEveryday essentials sell the same either way.

HealthcareLittle effectHealthcare does not track the business cycle.

Real EstateLittle effectMore tenants but higher rates; mixed.

TechnologyLittle effectCompany tech budgets follow growth with a delay; higher rates offset it on the day.

Where each sector’s relative strength sits this week is on the rotation board.

Farm & Heavy Construction MachineryUsually helpsCompanies buy machinery when they expect growth.

RailroadsUsually helpsRailroads carry what the economy makes.

TruckingUsually helpsTrucks carry what the economy makes.