Chart of the Week
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
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
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
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...
Chart of the Week
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
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
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...
