Chart of the Week
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...
Chart of the Week
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...
Chart of the Week
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...
Chart of the Week
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...
Chart of the Week
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
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
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...
Chart of the Week
By conventional measures of consumer purchasing power, affordability should not pose a major problem for U.S. households. Real average hourly earnings and real disposable personal income have both...
Chart of the Week
In 2025, the political acronym for the year was TACO (Trump Always Chickens Out)—a reminder of how often major policy initiatives struggled to reach completion. As we turn toward 2026, a new acronym...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the outlook for the global economy in 2026. The global economy is likely to slow from this year's pace, but avoid recession...
