Chart of the Week

NDR: Market affordability highlights housing concerns

Housing has been one of the weakest parts of the economy under tight monetary policy, contracting in seven of eight quarters from mid-2021 through early 2023 and resuming its drag in four of the past...

Chart of the Week

NDR:  Most long-term stock trend charts look overvalued

Most long-term stock trend charts suggest equities are overvalued, though total return measures paint a less extreme picture. Housing and the U.S. Dollar also appear overvalued, while gold is nearing...

Chart of the Week

NDR: Mythbusting Market Timing

In the latest edition of NDR’s Integrated Analyst, the Custom Research Solutions (CRS) team takes a critical look at one of the most cited arguments against market timing: the idea that missing just...

Chart of the Week

NDR:  Foreign Investors Return Strongly to U.S. Securities in May

After stepping back in April, foreign investors returned to U.S. markets in force in May, with net purchases of long-term U.S. securities hitting a record $318.5 billion (chart above). Bond buying...

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NDR:  Breakdown for U.S. dollar?

Since its April 21 low, the U.S. Dollar Index has fluctuated and now hovers just above that level, raising questions about a breakdown or successful test. Bearish signals dominate, with all three of...

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NDR: All eyes on dividend investing

Over the past five years, inflation has fluctuated dramatically, driven by COVID-era disruptions, government stimulus, and policy shifts. This has sparked debate over whether the U.S. economy is...

Chart of the Week

NDR: Risk managing golds excessive optimism

Determining the right time to take profits in gold is critical, especially after a prolonged and powerful uptrend. Since its cyclical bottom in late 2022, gold has more than doubled, outperforming...

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NDR: Capital was still flowing strongly into the U.S. in February

With Treasury yields rising and the U.S. dollar falling, it appears that the capital reallocation discussed last month is underway, further supported by President Trump’s recent criticism of Fed...

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NDR: Price-earnings ratios still above average

The stock market is one of the few places where buyers panic during a sale—but even after the Liberation Day selloff, S&P 500 valuations didn’t drop to bargain levels. Though the forward P/E fell 14%...

Chart of the Week

NDR: Artificial Intelligence at NDR

In this issue, we explore how NDR’s Custom Research Solutions (CRS) group leverages artificial intelligence (AI) to enhance its data-driven research process. Welcome to the next edition of NDR’s...