Chart of the Week
We picked up an interesting factoid from our strategists this morning - U.S. stocks have never rallied more than 11% in the three months leading up to the first FED rate cut. But after the rate cut,...
Chart of the Week
This NDR chart, % Of Stocks Above MAs (5 to 252), that we refer to as DAVIS 275, plots the percentage of stocks, for five equity indexes, trading above their moving averages ranging from five to 252...
Chart of the Week
At NDR we take a 360° degree look at factors impacting stocks. Our founder Ned Davis currently rates the tape and momentum as positive. Monetary and macro seem hopeful, given Fed tightening looks...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal provides her 2024 outlook for the global economy. Many of the downside factors that affected the second half of 2023 to persist. As a result,...
Chart of the Week
Global services activity continued to grow at a snail’s pace in November, as the PMI crept up 0.2 points to 50.6, well below an average of 55 in Q2 of this year and the long-term average of 53.6....
In the News
In the News: Check out Ed Clissold's latest interview on CNBC. Ed remarks that recession isn't off the table, but Fed's rhetoric change is a positive sign. To watch the entire interview, click here....
In the News
Global Investment Solutions Head Brian Sanborn cautions against investors trying to "neglect the long-term drivers of stock returns," just because of recent volatility.
Chart of the Week
The consumer delinquency rate jumped 16 basis points, the most since Q2 2009, to 2.53% -- the highest since Q1 2013. It was the eighth straight quarterly rise. Clearly some consumers are struggling...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal contrasts the economic divergence between China and India. Near-term, China’s economy is slowing after a short-lived pandemic reopening...