In the News
In his interview with Bloomberg, Ed Clissold reminds that when it comes to the stock market, the information is pretty positive, with 76% of reported earnings beating expectations. (Interview begins...
Chart of the Week
U.S. President Trump has frequently advocated for a weaker dollar, aiming to address the nation’s significant trade deficit. A weaker dollar would make U.S. goods and services more affordable to...
See the Signals
We are excited to introduce you to NDR's Signal Exchange, a new series of 3-5 minute videos where the Strategists of Ned Davis Research answer your top questions about the financial markets. Whether...
Chart of the Week
The U.S. federal debt-to-GDP ratio continues to rise, currently at 106%, or 92% when excluding the Fed’s SOMA holdings. While some economies, like Japan, have sustained much higher debt levels...
Chart of the Week
We are excited to introduce you to NDR's Signal Exchange, a new series of 3-5 minute videos where the Strategists of Ned Davis Research answer your top questions about the financial markets. Whether...
Chart of the Week
Welcome to the third edition of NDR’s Integrated Analyst, where we showcase the wide-ranging capabilities of our Custom Research Solutions (CRS) group. Whether you're looking to streamline your...
See the Signals
In this episode, NDR's Senior U.S. Economist Veneta Dimitrova discusses the next decade through our Long-Term Capital Market Assumptions. We believe there are five major themes that will impact the...
Chart of the Week
Global bond markets face heightened risks as yields rise, reflecting varied macroeconomic pressures. In Europe, fears of stagflation have driven U.K. 10-year yields to 2008 levels, challenging the...
Chart of the Week
NDR expects CPI inflation to remain steady in 2025, between 2.75% and 3.25%, with November CPI changes defining the range at 2.7% to 3.3%. However, if the Fed fails to control inflation, investor...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the outlook for the global economy in 2025. 2024 has been a good year for the global economy, with real GDP expected to rise more...
