GDPNow slips

"The forecast of the contribution of net exports to second-quarter real GDP growth fell from -0.34 percentage points to -0.51 percentage points after Wednesday's advance release on inventories and international trade in goods from the U.S. Census Bureau."

That needs to be viewed in the scope of revisions to Q1 to 1.4% from 1.2% this week.

Combined with this forecast, that would put H1 growth at 2.05%, annualized.