Sorry to single you out, but the stock market usually trades in anticipation of recessions. It's not a proxy for the current GDP, it's an expectations market. The stock market could start a slow rise tomorrow and go until the end of the year and the entire year could be in a recession.
As a European it seems like the US markets are a step behind and seemed to trade pretty optimistically last week and especially the week before even though the situation was bad in Italy, for example.
