In the News
Is U.S. inflation reversing? Chief U.S. Strategist Ed Clissold weighed in on this question, based on recent PPI numbers and other economic indicators, on CNBC Asia, July 13th. Please click for the...
Chart of the Week
How do we view the thematic landscape? We break the themes we track into three major categories: Technology, Demographics, and Global Shock. The chart here tracks the average theme rank for each of...
Chart of the Week
In our recent Global Economics Focus, Alejandra Grindal gave an in depth look on where she sees global growth is heading in the back half of 2023. She wrote that despite rough conditions to start the beginning of the year
Chart of the Week
Over the past 20+ years, NDR Chief U.S. Market Strategist Ed Clissold has done significant research on the topic of dividends and developed several evaluation and screening tools to enhance dividend stock selection processes. He has also created several charts and tables that our clients find helpful when articulating the benefits of various dividend strategies.
Chart of the Week
NDR’s Chief Global Macro Strategist Joe Kalish discusses the second half 2023 outlook in terms of growth, inflation, monetary policy, bond markets, credit and housing.
Chart of the Week
While Wall Street was about as pessimistic as it had been in decades coming into the year, our 2023 Cycle Composite signaled a strong first half of the year, choppiness through November, and a year-end rally. This contrarian picture, combined with widespread pessimism, better-than-expected economic data, and technical indicator improvement provided NDR Chief U.S. Strategist Ed Clissold
Chart of the Week
You are invited to enjoy the replay of Ned Davis Research’s 2023 Mid-Year Outlook webinar. Presenters include: Tim Hayes, CMT, Chief Global Investment Strategist, Alejandra Grindal, Chief Economist, Joe Kalish, Chief Global Macro Strategist, Ed Clissold, CFA, Chief U.S. Strategist and Pat Tschosik, CMT, CFA, Senior Portfolio Strategist.
Chart of the Week
In our U.S. Daily Economic Perspectives, Veneta Dimitrova takes a quick look a the housing market. She writes that housing starts surged 21.7% in May to a 1.631 million unit annual rate, the highest...
In the News
NDR on Bloomberg | "The Fed Should Just Go Ahead and Hike in June" - This June 2nd article cited research by Ed Clissold, Chief U.S. Strategist, who provided his analysis of investors’ cash positions...
In the News
What Does U.S. Labor Data Mean for Equities? While strong jobs numbers are often a bad omen for stocks, there’s more to consider based on recent tight labor stats, says @AleGrindal @NDR_Research