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...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the state of the economy post Liberation Day. Due to the persistent uncertainty, NDR reduced its real GDP growth forecast,...
Chart of the Week
Over the past five years, inflation has fluctuated dramatically, driven by COVID-era disruptions, government stimulus, and policy shifts. This has sparked debate over whether the U.S. economy is...
Wealth Management
U.S. imports spiked in the first quarter—but the story isn’t as straightforward as it seems. A closer look reveals a highly uneven pattern, with a few key items driving the surge. And while trade...
