Wealth Management
Leading into the Fed's rate cut in Q3, markets experienced notable shifts across sectors and asset classes. Gold saw a strong surge, while oil's decline weighed down broader commodity indices. The...
Chart of the Week
The S&P 500 gained 60.7% in the first two years of the current bull market, ranking fourth out of 13 cyclical bulls that lasted at least two years (table, above). The S&P 500 has added a modest 4.4%...
Wealth Management
The September 2024 edition of NDR's Market Digest takes a closer look at the choppy market conditions leading up to the U.S. presidential election. Despite ongoing recession fears, fueled by Fed rate...
Chart of the Week
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
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'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
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
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
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 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...
