Could commercial real estate be the next shoe to drop? In his recent research publication, Joe Kalish, Chief Global Macro Strategist, NDR, analyzes topline CRE indicators and three factors that can...
Chart of the Week
Global economic growth continued to accelerate despite risks, according to the latest PMIs, supporting continued upside in global equities. But growth remains uneven, said NDR’s Chief Economist...
Chart of the Week
One of the prime examples of our independent investment research is the multi-layered approach our analysts can explore on a single topic. This approach gives our clients the advantage of perspective...
In the News
The NASDAQ looks like it's on its way to breaking out. Tech has been its strongest sector since that sector bottomed, and is reasserting itself, said Tim Hayes, Chief Global Investment Strategist Ned...
In the News
Is the 60/40 portfolio dead? We don’t think so, said Ed Clissold, CFA, Chief U.S. Strategist at Ned Davis Research. In this video interview, Ed also discusses his outlook for the U.S. economy, the...
In the News
In NDR’s MacroEdge 360 webcast ‘When to pause?’, Veneta Dimitrova, Alejandra Grindal and Joe Kalish discuss the U.S. economy, monetary policy and fixed income investment opportunities.
In the News
In this report, NDR’s Chief Global Macro Strategist Joe Kalish discusses: • Is the Fed trying to fix what it broke? • Underlying fundamental conditions • Factors that could contribute to a softer...
Chart of the Week
Investors may want to consider adding exposure to the #defense sector. Despite hopes for global peace, the U.S.’s resolve to defend Ukraine and Taiwan is being tested. We see potential growth in this...
In the News
Will inflation rise again? A tight labor market and other key indicators suggest there’s more inflation ahead, according to NDR’s Chief Economist Alejandra Grindal.
