See the Signals
At Ned Davis Research (NDR), we help investors stay nimble with asset allocation through a 360-degree approach that blends macroeconomic fundamentals with technical and sentiment indicators. Our...
Wealth Management
In this edition of the NDR Hotline, Chief Macro Strategist Joe Kalish reflects on the most challenging of NDR’s Ten Rules of Research: Rule #1 — Be Objective. While models and data-driven strategies...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the state of the economy post Liberation Day. Due to the persistent uncertainty, NDR reduced its real GDP growth forecast,...
Chart of the Week
Over the past five years, inflation has fluctuated dramatically, driven by COVID-era disruptions, government stimulus, and policy shifts. This has sparked debate over whether the U.S. economy is...
Wealth Management
U.S. imports spiked in the first quarter—but the story isn’t as straightforward as it seems. A closer look reveals a highly uneven pattern, with a few key items driving the surge. And while trade...
Chart of the Week
Determining the right time to take profits in gold is critical, especially after a prolonged and powerful uptrend. Since its cyclical bottom in late 2022, gold has more than doubled, outperforming...
Chart of the Week
With Treasury yields rising and the U.S. dollar falling, it appears that the capital reallocation discussed last month is underway, further supported by President Trump’s recent criticism of Fed...
See the Signals
In our sixth episode, Kevin Bates, one of NDR's Product Specialists, addresses common client questions such as, "Which indicators should I follow?" We are excited to introduce you to NDR's Signal...
Chart of the Week
The stock market is one of the few places where buyers panic during a sale—but even after the Liberation Day selloff, S&P 500 valuations didn’t drop to bargain levels. Though the forward P/E fell 14%...
