Chart of the Week
NDR's in-depth analysis of the economic implications of Harris vs. Trump reveals that both political camps are leaning towards increased deficit spending, with few specifics on how to balance these...
Chart of the Week
In his Jackson Hole speech, Fed Chair Powell’s dovish stance aligned closely with both NDR's and the market’s expectations, reinforcing expectations for upcoming rate cuts. Our insights highlight...
Chart of the Week
During the COVID era, the rapid shift to remote work led to a surge in IT spending as companies moved their applications and datacenters to the cloud. This accelerated Big Tech earnings growth in...
Wealth Management
As market historians, we find rare market events fascinating as they provide perspective and historical parallels. This presidential election cycle is notable for several reasons: Trump is the first...
Chart of the Week
NDR clients know we like to take a 360-degree look at the overall market environment when making trend assessments. We have been sounding the alarm for several months about the underlying weakness in...
Chart of the Week
The powerhouse mega-cap companies, known as the Magnificent Seven ("Mag 7"), have shown remarkable outperformance in the market, sparking discussions about a potential bubble. Delving into historical...
See the Signals
In this episode, NDR's Senior U.S. Economist Veneta Dimitrova discusses the U.S. economic outlook. Although peak growth rates in this cycle are in the rearview mirror, the risk of recession in the...
Chart of the Week
The rout in the housing market extended for another month in June, as rising home prices and still elevated mortgage rates weighed on housing affordability and sales. Existing home sales fell 5.4% to...
In the News
We’re proud to introduce a new dashboard on NDR.com – NDR House Views. Here you’ll find recommendations on inter- and intra-asset class positioning. You’ll also find projections on economies as well...
Wealth Management
In May, we had revised our 2024 real GDP growth projection upward by 50 basis points to 1.5%-2.0% due to a somewhat firmer demand than previously anticipated. Additionally, we increased our forecast...
