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First quarter GDP growth was surprisingly strong. Source: WEEKLY COMMENTARY

U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn’t been straight. Source:

Our Beige Book Barometer climbed from a seven-year low. Source: WEEKLY COMMENTARY

Lowered Stocks view from Neutral/Positive to Neutral; Lowered U.S. Equities view from Neutral/Positive to Neutral; Raised Bonds view from Negative/Neutral

After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here.