NDR: Introducing  Our Long Term Capital Market Assumptions

As Ned Davis Research continues to build-out it’s offering to ensure we provide content relevant to all the time horizons of our clients, we are excited to see the launch of NDR’s long-term capital...

Chart of the Week

NDR: When bonds become superior to equities

Fed easing is a matter of timing and NDR’s historical studies show yields have always declined in the 3-months before the first rate cut. But most clients take a more holistic view, whether it be a...

In the News

NDR: Fighting Euphoria

"It would almost be a better thing for the bulls if we did get a little bit of a consolidation pullback now, before this frothy optimism becomes a euphoria where the market is really overbought,"...

Chart of the Week

NDR: Nontraditional Metrics Show Stocks Not Cheap

The 20% rally off the October lows has pushed already elevated traditional valuation metrics even higher. The S&P 500 Index is trading at 22.8 times trailing operating earnings, the highest since...

In the News

NDR: Alejandra Grindal on upside and downside risks...

On one of their recent podcasts, Alejandra Grindal, NDR's Chief Economist, was interviewed by Mike Larson, Editor-in-Chief at MoneyShow. She discusses the upside and downside risks to the US and...

In the News

NDR: Is there a tilt in the odds?

According to Joe Kalish, Chief Global Macro Strategist at Ned Davis Research, “we’ve never seen market yields rise going into a rate cut. For conservative investors who don’t want to take a lot of...

Chart of the Week

NDR: Unlocking Investor Psychology: A Closer Look at NDR's DAVIS265

NDR’s S&P 500 vs. Daily Trading Sentiment Composite that we know as ‘DAVIS265’

Chart of the Week

NDR: U.S. Stock Performance before and after the first Fed rate cut

We picked up an interesting factoid from our strategists this morning - U.S. stocks have never rallied more than 11% in the three months leading up to the first FED rate cut. But after the rate cut,...

Chart of the Week

NDR: Improved Market Breadth a bullish indicator for equities?

This NDR chart, % Of Stocks Above MAs (5 to 252), that we refer to as DAVIS 275, plots the percentage of stocks, for five equity indexes, trading above their moving averages ranging from five to 252...