Wealth Management
The “wealth effect” for consumers is evidenced by the significant increase in stock and real estate values. The value of equities and household real estate have substantially contributed to the surge...
Wealth Management
NDR's current view on Economic data on growth and inflation is mixed. We have below-trend but still decent growth this year and that CPI will be sticky around 3%. Recent data has shown that things...
Chart of the Week
The S&P 500 advanced 4.8% in May, marking the highest return for the month of May since 2009. While all sectors except for Energy registered a gain, it was Technology and Communication Services that...
Chart of the Week
Does a strong summer rally challenge the old saying, “sell in May and go away?” Historically, the “sell in May” cyclical influence has not been as powerful during election years. Since 1950, the S&P...
In the News
Ed Clissold, NDR’s Chief U.S. Strategist discusses the impact of strong growth and low inflation during his latest interview with "Making Money." According to the numbers, Investors are in a...
Chart of the Week
One of NDR’s themes over the past two years has been that higher interest rates make stocks less attractive than bonds. Many of our clients have pondered, "Why not allocate some to fixed income when...
Wealth Management
The peak of the private sector job openings-to-unemployed ratio in March 2022 has now tapered off across various industries. Sectors such as construction, retail trade, and transportation are...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses the current state of the global economy. The global economy showed continued signs of accelerating momentum. However, successive...
See the Signals
In this episode, NDR's Chief Economist Alejandra Grindal discusses global monetary policy. Japan has effectively ended Negative Interest Rate Policy, while central banks in Latin America and...
Chart of the Week
With concerns rising over the inflation outlook and the Federal Reserve's stance on rate cuts, bond yields saw an upward trend in March and April, while equities experienced a correction. The silver...
