Chart of the Week

NDR: Balancing act

Ned Davis Research remains optimistic about stocks relative to bonds and cash, anticipating the possibility of a year-end rally. NDR sees opportunities to reduce risk while participating in the...

See the Signals

NDR: See the Signals, Episode 14

In this episode, NDR's Chief Economist Alejandra Grindal discusses Japan. Following the Bank of Japan's monetary policy shift to tightening, the financial markets reacted negatively. Will that...

Chart of the Week

NDR: Harris vs. Trump on the economy

NDR's in-depth analysis of the economic implications of Harris vs. Trump reveals that both political camps are leaning towards increased deficit spending, with few specifics on how to balance these...

Chart of the Week

NDR: Powell signals shift in policy direction

In his Jackson Hole speech, Fed Chair Powell’s dovish stance aligned closely with both NDR's and the market’s expectations, reinforcing expectations for upcoming rate cuts. Our insights highlight...

Chart of the Week

NDR: Why this is not 2022 for Big Tech

During the COVID era, the rapid shift to remote work led to a surge in IT spending as companies moved their applications and datacenters to the cloud. This accelerated Big Tech earnings growth in...

Wealth Management

NDR: Market Digest, August 2024 - Unprecedented times

As market historians, we find rare market events fascinating as they provide perspective and historical parallels. This presidential election cycle is notable for several reasons: Trump is the first...

Chart of the Week

NDR: Excessive optimism relieved, now what?

NDR clients know we like to take a 360-degree look at the overall market environment when making trend assessments. We have been sounding the alarm for several months about the underlying weakness in...

Chart of the Week

NDR: Heading towards another tech bubble?

The powerhouse mega-cap companies, known as the Magnificent Seven ("Mag 7"), have shown remarkable outperformance in the market, sparking discussions about a potential bubble. Delving into historical...

See the Signals

NDR: See the Signals, Episode 13

In this episode, NDR's Senior U.S. Economist Veneta Dimitrova discusses the U.S. economic outlook. Although peak growth rates in this cycle are in the rearview mirror, the risk of recession in the...

Chart of the Week

NDR: Home sales fall to lowest level this year.

The rout in the housing market extended for another month in June, as rising home prices and still elevated mortgage rates weighed on housing affordability and sales. Existing home sales fell 5.4% to...