Chart of the Week
The Trump administration has focused heavily on addressing trade imbalances, particularly the merchandise trade deficit, which constitutes the largest portion of the overall current account deficit....
Chart of the Week
Geopolitical tensions continue to rise, fueling ongoing speculation about tariffs and trade policies. Equities have remained under pressure, yet this hasn’t triggered a surge in volatility. The VIX...
Chart of the Week
U.S. President Trump has frequently advocated for a weaker dollar, aiming to address the nation’s significant trade deficit. A weaker dollar would make U.S. goods and services more affordable to...
Chart of the Week
The U.S. federal debt-to-GDP ratio continues to rise, currently at 106%, or 92% when excluding the Fed’s SOMA holdings. While some economies, like Japan, have sustained much higher debt levels...
Chart of the Week
We are excited to introduce you to NDR's Signal Exchange, a new series of 3-5 minute videos where the Strategists of Ned Davis Research answer your top questions about the financial markets. Whether...
Chart of the Week
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
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 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
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...
