In The News

NDR: Another hike before year end?

Interviewed on Bloomberg on July 27, 2023, NDR’s Chief U.S. Strategist Ed Clissold, CFA, observes that the Fed raised rates as expected because of better-than-expected U.S. economic performance in...

In The News

NDR: Is U.S. Inflation Reversing?

Is U.S. inflation reversing? Chief U.S. Strategist Ed Clissold weighed in on this question, based on recent PPI numbers and other economic indicators, on CNBC Asia, July 13th. Please click for the...

Chart Of The Week

NDR: Don't call it a comeback.

How do we view the thematic landscape? We break the themes we track into three major categories: Technology, Demographics, and Global Shock. The chart here tracks the average theme rank for each of...

Chart Of The Week

NDR: Mid-Year Outlook - Can Global Growth Continue to Accelerate?

In our recent Global Economics Focus, Alejandra Grindal gave an in depth look on where she sees global growth is heading in the back half of 2023. She wrote that despite rough conditions to start the beginning of the year

Chart Of The Week

NDR: What will it take for dividend payers to rebound?

Over the past 20+ years, NDR Chief U.S. Market Strategist Ed Clissold has done significant research on the topic of dividends and developed several evaluation and screening tools to enhance dividend stock selection processes. He has also created several charts and tables that our clients find helpful when articulating the benefits of various dividend strategies. 

NDR TV Corner

NDR: Choppy Markets  Ahead?

NDR’s Chief Global Macro Strategist Joe Kalish discusses the second half 2023 outlook in terms of growth, inflation, monetary policy, bond markets, credit and housing.

Chart Of The Week

NDR: A Trickier 2nd Half?

While Wall Street was about as pessimistic as it had been in decades coming into the year, our 2023 Cycle Composite signaled a strong first half of the year, choppiness through November, and a year-end rally. This contrarian picture, combined with widespread pessimism, better-than-expected economic data, and technical indicator improvement provided NDR Chief U.S. Strategist Ed Clissold

Webinar

NDR: Mid-Year Outlook 2023 Webinar Replay

You are invited to enjoy the replay of Ned Davis Research’s 2023 Mid-Year Outlook webinar. Presenters include: Tim Hayes, CMT, Chief Global Investment Strategist, Alejandra Grindal, Chief Economist, Joe Kalish, Chief Global Macro Strategist, Ed Clissold, CFA, Chief U.S. Strategist and Pat Tschosik, CMT, CFA, Senior Portfolio Strategist.

Chart Of The Week

NDR: Housing on the Rebuild?

In our U.S. Daily Economic Perspectives, Veneta Dimitrova takes a quick look a the housing market. She writes that housing starts surged 21.7% in May to a 1.631 million unit annual rate, the highest...

In The News

NDR: The Fed Should Just  Go Ahead and Hike in June.

NDR on Bloomberg | "The Fed Should Just Go Ahead and Hike in June" - This June 2nd article cited research by Ed Clissold, Chief U.S. Strategist, who provided his analysis of investors’ cash positions...