Chart of the Week
Welcome to the third edition of NDR’s Integrated Analyst, where we showcase the wide-ranging capabilities of our Custom Research Solutions (CRS) group. Whether you're looking to streamline your...
See the Signals
In this episode, NDR's Senior U.S. Economist Veneta Dimitrova discusses the next decade through our Long-Term Capital Market Assumptions. We believe there are five major themes that will impact the...
Chart of the Week
Global bond markets face heightened risks as yields rise, reflecting varied macroeconomic pressures. In Europe, fears of stagflation have driven U.K. 10-year yields to 2008 levels, challenging the...
Chart of the Week
NDR expects CPI inflation to remain steady in 2025, between 2.75% and 3.25%, with November CPI changes defining the range at 2.7% to 3.3%. However, if the Fed fails to control inflation, investor...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the outlook for the global economy in 2025. 2024 has been a good year for the global economy, with real GDP expected to rise more...
Chart of the Week
This week’s FOMC rate decision holds little surprise, with markets nearly certain of a 25-basis-point cut, aligning with our expectations. This would lower the fed funds target range to 4.25%–4.50%,...
Chart of the Week
The Exchange-traded products have had an exceptional year. By November, assets in the funds we track surpassed $10.5 trillion, marking an increase of nearly 40% compared to the previous year. This...
Chart of the Week
The S&P 500 recorded its 53rd all-time high of 2024 by the end of November, tying 2014 for the seventh-most in a year since 1928, with a chance to surpass 1961's 55 highs but falling short of 1995’s...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the U.S. economy. Prior to the election, the U.S. economy was outperforming its G7 counterparts. However, there are risks to the...
Chart of the Week
Since March 2009, NDR has identified the ongoing secular bull market for stocks, while noting that the current cyclical trend turned bullish again in October 2022. However, with optimism currently...
