"We see the economic recovery continuing and being a tailwind for stocks," the firm's head of investment strategy told CNBC's "Trading Nation" on Friday. Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs. The S&P 500 just wrapped up its best week since February, closing at 4,280.70 — an all-time high. The Dow closed up 3.4% for the week, notching its best weekly performance since mid-March. The tech-heavy Nasdaq closed slightly lower on Friday. But it's up 2.35% for the week. "We are expecting some perhaps consolidation, maybe a pullback from here," said Shue, a CNBC contributor.