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...

Chart of the Week

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...

Chart of the Week

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...

Chart of the Week

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%,...

Chart of the Week

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...

Chart of the Week

NDR: What 2024’s record highs could mean for 2025

The S&P 500 recorded its 53rd all-time high of 2024 by the end of November, tying 2014 for the seventh-most in a year since 1928, with a chance to surpass 1961's 55 highs but falling short of 1995’s...

Chart of the Week

NDR: Presidential cycles often start weak and gain momentum

Since March 2009, NDR has identified the ongoing secular bull market for stocks, while noting that the current cyclical trend turned bullish again in October 2022. However, with optimism currently...

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NDR: Trump 2.0 and the markets

The political landscape has taken a historic turn, and the markets are already reacting. Last week, Donald Trump secured victory in an increasingly polarized political climate. In the wake of the...

Chart of the Week

NDR: Elevating Investment Strategy

Welcome to the second 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...

Chart of the Week

NDR: Running with the Bulls

The S&P 500 gained 60.7% in the first two years of the current bull market, ranking fourth out of 13 cyclical bulls that lasted at least two years (table, above). The S&P 500 has added a modest 4.4%...
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