Chart of the Week

Tim Hayes on CNBC: Why NDR Downgraded Equities

NDR’s Chief Global Investment Strategist Tim Hayes, CMT, joined CNBC’s Closing Bell: Overtime to discuss why NDR has downgraded equities as global market volatility has picked up. Hayes highlighted...

Chart of the Week

Oil Volatility: Why the Turbulence May Not Be Over

NDR’s Chief Global Investment Strategist, Tim Hayes, joined CNBC’s Closing Bell Overtime to break down the sharp swings in oil driven by rising geopolitical tension. He noted that the OVX oil...

Chart of the Week

NDR: See the Signals, Episode 29

Recorded February 24, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the U.S. economy relative to the world. From a macro perspective, there has been a divergence in macro...

Chart of the Week

NDR: New FED Chair & the FI Portfolio impact

NDR is excited to introduce the upcoming Strategic Asset Allocation (SAA) Service, led by two newly added senior strategists: Saumen Chattopadhyay, CFA and John LaForge. With decades of high‑level...

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NDR: What to make of a weaker U.S. dollar

The U.S. dollar has weakened sharply, with the trade weighted index down nearly 10 percent from its January 2025 peak and now near a four year low. We expect further softness in 2026. A weaker dollar...

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AI: Software friend or foe?

Artificial intelligence may be transforming the software industry, but concerns about widespread job loss are likely exaggerated. Similar to early predictions that e-commerce would replace physical...

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NDR: Dividend outlook for 2026

The combination of the Fed easing cycle and the mid term election year is setting up a unique environment for dividend strategies. Early in easing cycles, higher beta dividend profiles—like Non...

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NDR: Return for stock pickers?

Stock leadership has shifted sharply in 2026. Through January 26, 62% of S&P 500 stocks have outperformed the index, the highest share since 2001. After three difficult years for stock pickers, this...

See the Signals

NDR: See the Signals, Episode 28

Recorded January 28, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses U.S. economic productivity. Although recent readings reflect a productivity surge, the data is not as...

Chart of the Week

NDR: Market Momentum

In a recent appearance on Closing Bell Overtime, Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, broke down the forces shaping today’s markets—from a remarkably long U.S. bull...