NDR’s Chief Global Macro Strategist Joe Kalish discusses the second half 2023 outlook in terms of growth, inflation, monetary policy, bond markets, credit and housing.
Chart of the Week
While Wall Street was about as pessimistic as it had been in decades coming into the year, our 2023 Cycle Composite signaled a strong first half of the year, choppiness through November, and a year-end rally. This contrarian picture, combined with widespread pessimism, better-than-expected economic data, and technical indicator improvement provided NDR Chief U.S. Strategist Ed Clissold
Chart of the Week
You are invited to enjoy the replay of Ned Davis Research’s 2023 Mid-Year Outlook webinar. Presenters include: Tim Hayes, CMT, Chief Global Investment Strategist, Alejandra Grindal, Chief Economist, Joe Kalish, Chief Global Macro Strategist, Ed Clissold, CFA, Chief U.S. Strategist and Pat Tschosik, CMT, CFA, Senior Portfolio Strategist.
Chart of the Week
In our U.S. Daily Economic Perspectives, Veneta Dimitrova takes a quick look a the housing market. She writes that housing starts surged 21.7% in May to a 1.631 million unit annual rate, the highest...
In the News
NDR on Bloomberg | "The Fed Should Just Go Ahead and Hike in June" - This June 2nd article cited research by Ed Clissold, Chief U.S. Strategist, who provided his analysis of investors’ cash positions...
In the News
What Does U.S. Labor Data Mean for Equities? While strong jobs numbers are often a bad omen for stocks, there’s more to consider based on recent tight labor stats, says @AleGrindal @NDR_Research
Chart of the Week
Yesterday NDR released our Second Half US Equity Outlookwhich outlines why we’re still overweight equities within US AA since Jan and explains the reasons behind increasing our year-end S&P 500...
Chart of the Week
As outlined in our recent, detailed U.S. Economics Focus publication, Veneta Demetrova is revising her 2023 real GDP growth projection up by 0.5% to a range of 0% to 1.0%. This is primarily due to...
In the News
As the Tech debate continues to build, Ned Davis Research applies its 360° approach to analyze the technology sector. We invite you to read our latest collection of research reports on the Tech...
In the News
What is the latest forecast for the long-awaited recession? Joe Kalish, Chief Global Macro Strategist for Ned Davis Research, tells “Money Life with Chuck Jaffee” that he expects a short, shallow...
