Chart of the Week

NDR: Second half global economic outlook

This chart shows NDR's Global Recession Probability Model, which is designed to identify OECD-defined global slowdowns, a condition historically consistent with cyclical bear markets in global...

Wealth Management

NDR: Market Digest, June 2024 - U.S. equities: Evidence is supportive for stocks

The evidence remains supportive for stocks, with earnings showing a broadening recovery into their second year despite the stickier-than-expected inflation noted by the Fed. However, it’s crucial to...

See the Signals

NDR: See the Signals, Episode 12

NDR| In a world full of first rate cuts... In this episode, NDR's Chief Economist Alejandra Grindal discusses global monetary policy. Although the Fed has yet to cut rates, other central banks such...

Chart of the Week

NDR: Another Golden Opportunity?

Gold’s recent sell-off tested its April lows and produced an oversold condition, as shown above. Is this an opportunity to buy on weakness within an ongoing uptrend? That was the case after the...

Chart of the Week

NDR:  Restrictive for longer

As expected, the FOMC left the fed funds target range at 5.25% to 5.50% for the seventh consecutive meeting. Powell gave no clear indication as to when a rate cut would come. Which begs the question,...

Wealth Management

NDR: Market Digest, June 2024 - A critical check on consumer sentiment

The “wealth effect” for consumers is evidenced by the significant increase in stock and real estate values. The value of equities and household real estate have substantially contributed to the surge...

Wealth Management

NDR: Economic data on growth and inflation is very mixed.

NDR's current view on Economic data on growth and inflation is mixed. We have below-trend but still decent growth this year and that CPI will be sticky around 3%. Recent data has shown that things...

Chart of the Week

NDR:  Tech-led advance

The S&P 500 advanced 4.8% in May, marking the highest return for the month of May since 2009. While all sectors except for Energy registered a gain, it was Technology and Communication Services that...

Chart of the Week

NDR: To Sell or not to sell in May? Challenging the cliché.

Does a strong summer rally challenge the old saying, “sell in May and go away?” Historically, the “sell in May” cyclical influence has not been as powerful during election years. Since 1950, the S&P...

In the News

NDR: Investors are in a 'Goldilocks environment'

Ed Clissold, NDR’s Chief U.S. Strategist discusses the impact of strong growth and low inflation during his latest interview with "Making Money." According to the numbers, Investors are in a...