See the Signals

NDR: See the Signals, Episode 4

In this episode, NDR's Chief Economist Alejandra Grindal contrasts the economic divergence between China and India. Near-term, China’s economy is slowing after a short-lived pandemic reopening...

Chart of the Week

NDR: Earnings-driven strength supports soft landing scenario

Since last month’s yield downturn several of NDR’s daily sentiment gauges have reversed higher from pessimistic extremes. Suggesting bond investors have regained confidence that yields will remain...

In The News

NDR:  Still thinking about a  year-end  rally...

Ed Clissold, Chief U.S. strategist at Ned Davis Research, recently joined BNN Bloomberg to give his view on markets, including opinions offering support for a positive finish to the year. “Going into...

Chart of the Week

NDR: Bad Octobers usually followed by strength in S&P 500

Was the October weakness a warning that favorable Nov-Dec seasonal tendencies won’t hold up this year? Tim Hayes, NDR’s Chief Investment Strategist, studied October declines of -2% or more in the S&P...

In The News

NDR: Tim Hayes on AusBiz

Last week Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, joined AusBiz to discuss why a shift in bond sentiment from pessimism to optimism could stimulate a rebound in the...

Chart of the Week

NDR: The Bull Market Debate

Despite some indicator deterioration featured in recent weeks, NDR remains overweight stocks. To give clients a look at the potential other side of the debate, Ned Davis highlights that this has been...

In The News

NDR: On the road with Joe Kalish

Our Chief Global Macro Strategist Joe Kalish is meeting with NDR clients across Europe. If you were to sit in on these conversations, you would learn what Joe is thinking about how restrictive...

In The News

NDR: What Do Core Inflation Numbers Signal?

Today Alejandra Grindal, Chief Economist at Ned Davis Research, joined BNN Bloomberg to talk about the U.S. inflation in September that came in slightly higher-than-expected at 3.7%. However, the...

See the Signals

NDR: See the Signals, Episode 3

In this episode of See the Signals, NDR’s Chief Economist Alejandra Grindal discusses the tailwinds and headwinds within the U.S. economy. She also analyzes the impact on the credit markets. Overall,...

See the Signals

NDR: See the Signals, Episode 2

In this episode, @NDR's Chief Economist Alejandra Grindal discusses the unexpected demographic upside from the pandemic. Among major economies, flexible work weeks and days worked from home have...