www.tradingfloor.com - Analysts' estimates for quarter on quarter growth for US stocks are expected to be closer to actual earnings, according to Market Analyst Mads Koefoed. The cost savings and cuts in inventories that drove the surprises in the last two quarters are not likely to continue. Saxo Bank is looking for cyclical stocks to perform well - especially in the technology sector. The bank is maintaining its prediction for a slowing of growth in the second half of the year.