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...
Chart of the Week
The recent CPI/PPI spread indicates potential downside pressure on earnings and stock prices. With CPI inflation coming in softer than expected and market expectations of a Fed rate cut rising, it's...
In the News
In The News: NDR’s Managing Director Global Head of Investment Solutions Brian Sanborn talks about resilience in an industry that takes grit to succeed. In this article, published by Manager...
Wealth Management
We remain bullish on U.S. stocks due to accelerating earnings growth, moderating economy and inflation, and expectations of a year-end rally in a presidential election year. The S&P 500's 15.0%...
Chart of the Week
The mega-cap companies (Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla), known as the Magnificent Seven ("Mag 7") have significantly outperformed the market. This has led to recent...
Chart of the Week
This chart shows NDR's Global Recession Probability Model, which is designed to identify OECD-defined global slowdowns, a condition historically consistent with cyclical bear markets in global...
