See the Signals

NDR: Key Insights from the U.S. Economic Timing Model

We are excited to introduce you to NDR's Signal Exchange, a new series of 3-5 minute videos where the Strategists of Ned Davis Research answer your top questions about the financial markets. Whether...

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NDR: Rising U.S. Debt - Sustainability and Interest Concerns

The U.S. federal debt-to-GDP ratio continues to rise, currently at 106%, or 92% when excluding the Fed’s SOMA holdings. While some economies, like Japan, have sustained much higher debt levels...

Chart of the Week

NDR: Dealing with Constant Change in the Markets

We are excited to introduce you to NDR's Signal Exchange, a new series of 3-5 minute videos where the Strategists of Ned Davis Research answer your top questions about the financial markets. Whether...

Chart of the Week

NDR: Monte Carlo Simulation

Welcome to the third edition of NDR’s Integrated Analyst, where we showcase the wide-ranging capabilities of our Custom Research Solutions (CRS) group. Whether you're looking to streamline your...

See the Signals

NDR: See the Signals, Episode 18

In this episode, NDR's Senior U.S. Economist Veneta Dimitrova discusses the next decade through our Long-Term Capital Market Assumptions. We believe there are five major themes that will impact the...

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NDR: Cyclical sectors bias in European equities

Global bond markets face heightened risks as yields rise, reflecting varied macroeconomic pressures. In Europe, fears of stagflation have driven U.K. 10-year yields to 2008 levels, challenging the...

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NDR: Inflation control is critical for 2025 outlook

NDR expects CPI inflation to remain steady in 2025, between 2.75% and 3.25%, with November CPI changes defining the range at 2.7% to 3.3%. However, if the Fed fails to control inflation, investor...

See the Signals

NDR: See the Signals, Episode 17

In this episode, NDR's Chief Economist Alejandra Grindal discusses the outlook for the global economy in 2025. 2024 has been a good year for the global economy, with real GDP expected to rise more...

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NDR: Policy is restrictive

This week’s FOMC rate decision holds little surprise, with markets nearly certain of a 25-basis-point cut, aligning with our expectations. This would lower the fed funds target range to 4.25%–4.50%,...

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NDR: Daily ETF inflows have reached a record level

The Exchange-traded products have had an exceptional year. By November, assets in the funds we track surpassed $10.5 trillion, marking an increase of nearly 40% compared to the previous year. This...