Chart of the Week
Recorded May 14, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the impact of the war on global supply chains and inflation. Alejandra notes that NDR's Global Supply Chain...
Chart of the Week
In 2021, trimmed-mean PCE lagged both headline and core inflation in detecting the pandemic-driven surge. Today, a similar risk exists: supply shocks from the Iran war and tariffs are pushing...
Chart of the Week
In this Signals in Focus interview, Saumen Chattopadhyay, CFA, Strategic Asset Allocation Strategist at NDR, discusses what sets NDR’s approach apart in an increasingly commoditized landscape.
Chart of the Week
In this Signals in Focus interview, Saumen Chattopadhyay, CFA, Strategic Asset Allocation Strategist at NDR, explains how disciplined, data driven frameworks can challenge conventional strategic...
Chart of the Week
Client reactions to recent market swings can best be described as remarkable, though not bewildering to seasoned investors. The most common question has been what to do now. This report draws one key...
Chart of the Week
Historically, powerful rebounds like the recent surge in the S&P 500 have usually pointed to continued strength, especially when they follow major bear market lows. In most past examples, similar...
Chart of the Week
U.S. import prices rose 0.8% in March, less than expected, suggesting the early impact of the Iran war was more limited than feared. Still, prices increased an average of 0.7% per month in Q1, the...
In the News
The Nasdaq Composite and S&P 500 closed at record highs as improving sentiment and falling volatility continued to support equity markets. Much of the recent strength has been driven by large cap...
Chart of the Week
Recorded April 9, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the impact of the U.S.-Iran conflict on global economies. Alejandra notes that a a prolonged conflict could...
Chart of the Week
Record-high equity allocations point to strong investor optimism, which historically has been associated with lower long-term S&P 500 returns (chart above). This view is reinforced by elevated...
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