In the News
In a recent episode of Money Life with Chuck Jaffe, Joe Kalish, Chief Macro Strategist at Ned Davis Research, shared his optimistic outlook on the markets. Titled “NDR's Kalish: Fading uncertainty...
Chart of the Week
In the latest edition of NDR’s Integrated Analyst, the Custom Research Solutions (CRS) team takes a critical look at one of the most cited arguments against market timing: the idea that missing just...
Chart of the Week
After stepping back in April, foreign investors returned to U.S. markets in force in May, with net purchases of long-term U.S. securities hitting a record $318.5 billion (chart above). Bond buying...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the second half outlook for the global economy. Policy uncertainty has been a key influence so far in 2025. Most of the major...
Wealth Management
Market sentiment indicators are a staple in many investors’ toolkits — but are they telling the full story?
See the Signals
In our latest episode of Signal Exchange, NDR’s Chief Thematic Strategist, Pat Tschosik, CFA, CMT, explores the three keys to thematic investing: understanding long-duration assets, managing...
Wealth Management
Investor stock allocations are hovering near record highs — not just among households, but also institutions and foreign buyers. While this may reflect optimism, history suggests it could be a...
Chart of the Week
Since its April 21 low, the U.S. Dollar Index has fluctuated and now hovers just above that level, raising questions about a breakdown or successful test. Bearish signals dominate, with all three of...
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...
