Chart of the Week
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%...
Chart of the Week
Ned Davis Research remains optimistic about stocks relative to bonds and cash, anticipating the possibility of a year-end rally. NDR sees opportunities to reduce risk while participating in the...
Chart of the Week
NDR's in-depth analysis of the economic implications of Harris vs. Trump reveals that both political camps are leaning towards increased deficit spending, with few specifics on how to balance these...
Chart of the Week
In his Jackson Hole speech, Fed Chair Powell’s dovish stance aligned closely with both NDR's and the market’s expectations, reinforcing expectations for upcoming rate cuts. Our insights highlight...
Chart of the Week
During the COVID era, the rapid shift to remote work led to a surge in IT spending as companies moved their applications and datacenters to the cloud. This accelerated Big Tech earnings growth in...
Chart of the Week
NDR clients know we like to take a 360-degree look at the overall market environment when making trend assessments. We have been sounding the alarm for several months about the underlying weakness in...
Chart of the Week
The powerhouse mega-cap companies, known as the Magnificent Seven ("Mag 7"), have shown remarkable outperformance in the market, sparking discussions about a potential bubble. Delving into historical...
Chart of the Week
The rout in the housing market extended for another month in June, as rising home prices and still elevated mortgage rates weighed on housing affordability and sales. Existing home sales fell 5.4% to...
Chart of the Week
The recent CPI/PPI spread indicates potential downside pressure on earnings and stock prices. With CPI inflation coming in softer than expected and market expectations of a Fed rate cut rising, it's...
Chart of the Week
The mega-cap companies (Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla), known as the Magnificent Seven ("Mag 7") have significantly outperformed the market. This has led to recent...
