Four experts weigh in on what investors can expect in July.
"I don't think investors ever learn their lesson, and I think that's what you're seeing here too. It's just if you look at how off the economists have been this whole time, I think at one point, GDP [was seen as] a 50% decline in the second quarter, and I think it's going to be a bad quarter for GDP, but it's not going to be that bad. Then you saw that jobs number come in in May which was so much better than anyone expected ...
"We think of the economy, it's a compilation of a series of different shapes and ... some industries are going to have a very, very different recovery pattern than others and the ones that we talked about are going to be [the ones] we think continue to do well ...