Chart of the Week
Housing has been one of the weakest parts of the economy under tight monetary policy, contracting in seven of eight quarters from mid-2021 through early 2023 and resuming its drag in four of the past...
Chart of the Week
Most long-term stock trend charts suggest equities are overvalued, though total return measures paint a less extreme picture. Housing and the U.S. Dollar also appear overvalued, while gold is nearing...
In the News
In this special edition episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, hosts Joe Kalish, Chief Global Macro Strategist at Ned Davis Research Group. Topics discussed...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the trajectories for the U.S. and Chinese economies. In the first half of the year, China exceeded its government's growth goal of...
In the News
In a recent episode of Money Life with Chuck Jaffe, Joe Kalish, Chief Macro Strategist at Ned Davis Research, shared his optimistic outlook on the markets. Titled “NDR's Kalish: Fading uncertainty...
Chart of the Week
In the latest edition of NDR’s Integrated Analyst, the Custom Research Solutions (CRS) team takes a critical look at one of the most cited arguments against market timing: the idea that missing just...
Chart of the Week
After stepping back in April, foreign investors returned to U.S. markets in force in May, with net purchases of long-term U.S. securities hitting a record $318.5 billion (chart above). Bond buying...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the second half outlook for the global economy. Policy uncertainty has been a key influence so far in 2025. Most of the major...
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...
