With GDP growth generally a lagging indicator, it is often more rewarding to pay attention to policies that encourage economic growth when trying to predict outperforming global markets, says Vlad Signorelli, Global Research Director at Brettonwoods Research LLC.

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Such a scenario could usher in the end of the mortgage interest deduction, deductions for retirement savings and deep cuts to the social safety net with little Congressional debate, says Vlad Signorelli, director of global research at Bretton Woods Research LLC, a boutique investment research firm in New Jersey.

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In fact, with GDP growth generally a lagging indicator anyhow, it is often more rewarding to pay attention to policies at the margin that encourage economic growth when trying to predict outperforming global markets, says Vlad Signorelli, global research director at boutique investment research firm Brettonwoods Research LLC in New Jersey.

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