Chart of the Week

NDR:  Why have stocks rallied despite higher rates?

One of NDR’s themes over the past two years has been that higher interest rates make stocks less attractive than bonds. Many of our clients have pondered, "Why not allocate some to fixed income when...

Wealth Management

NDR: Market Digest, May 2024 - Job openings & unemployment trends face a decline

The peak of the private sector job openings-to-unemployed ratio in March 2022 has now tapered off across various industries. Sectors such as construction, retail trade, and transportation are...

See the Signals

NDR: See the Signals, Episode 11

In this episode, NDR's Chief Economist Alejandra Grindal discusses the current state of the global economy. The global economy showed continued signs of accelerating momentum. However, successive...

See the Signals

NDR: See the Signals, Episode 10

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...

Chart of the Week

NDR:  Elevated earnings beat rate

With concerns rising over the inflation outlook and the Federal Reserve's stance on rate cuts, bond yields saw an upward trend in March and April, while equities experienced a correction. The silver...

Wealth Management

NDR: Market Digest, May 2024 - Excessive optimism streak broken

The NDR Crowd Sentiment Poll surged into excessive optimism territory a month after the October 2023 lows, despite economic uncertainties. A return to balanced sentiment levels followed a 4% S&P 500...

Chart of the Week

NDR:  The Millennial Miracle and how to invest in it.

Defying predictions, millennials from the 1980s and 1990s have seen a remarkable surge in net worth since the start of the pandemic. Non-financial assets, particularly home values, have played a...

In the News

NDR: GDP Downside Surprise

The numbers are out and they're not quite as strong as expected. According to Alejandra Grindal, our Chief Economist, it's not as bad as we thought.

Chart of the Week

NDR:  Reversing from an oversold extreme

As market volatility tends to rise when equities are declining and to fall when the market is rallying, it makes sense that this implied volatility gauge has maintained an inverse correlation with...

Chart of the Week

NDR:  Navigating Market Sentiment - A Shift Towards Neutrality

Recent market fluctuations tempered excessive optimism, with sentiment indicators like the Daily Trading Sentiment Composite dropping to 47.8, its lowest since November 2023. This shift moves the Fab...
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