Chart Of The Week

NDR:  Springtime Housing Bloom?

Chart of the Week | Housing Starts Rebound; Builder Confidence Improves Housing starts rebounded 10.7% in February, exceeding consensus estimates and reversing most of January’s weather-related...

Chart Of The Week

NDR: We're still in the early stages of the transition

"Since the middle of the last decade, the push towards a carbon free energy sector, has gained momentum due to a series of factors which combined will influence and alter the way the world produces,...

Chart Of The Week

NDR: Armchair technical analysts doing it wrong

Major benchmark indices are off to a strong start in 2024. From their October lows the S&P, Dow Industrials, and NASDAQ are all up 19%+ to all-time highs. But investors remain concerned that most of...

Chart Of The Week

NDR: Right or Left, Neither Noticing the Deficit

"Despite these differences in policy approach, neither Trump or Biden seem interested in reducing the budget deficit. That should result in a higher term premium and higher interest rates, which...

Chart Of The Week

NDR: What the hot CPI report means for stocks

Last Tuesday’s CPI report shifted consensus for the first rate cut into H2, and for two fewer cuts over the next year. The change came after a series of strong economic reports began eliminating the...

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...

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...

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...
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