NDR Signals

NDR: See the Signals, Episode 10

Written by Ned Davis Research | May 13, 2024 7:04:40 PM

In this episode, NDR's Chief Economist Alejandra Grindal discusses global monetary policy. Japan has effectively ended Negative Interest Rate Policy, while central banks in Latin America and Switzerland have been easing. Historically, the best period for equities has been when more than half of the world’s central banks have been in easing cycles. However, the bullish case for equities may depend on whether the Fed pivots to easing.