What pushed the current weather forecasts up? | Ecobrowser

Tracking previous record of the current forecast, there are two relevant items: (1) trade balance (for May); (2) production orders. Here is the trade balancerelease):

Figure 1: Merchandise trade balance (blue) and July 26 Bloomberg consensus forecast (red square) in millions of dollars, June observation is leading. Source: BEA/Census and Bloomberg.

In an accounting sense, once you have established ideas for C, I, G and your estimate of NX is revised upwards in light of new information, you increase your current forecast for C+I+G+NX, i.e., therefore, for GDP growth.