Chart of the Week
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...
Chart of the Week
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...
Chart of the Week
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
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...
Chart of the Week
The recent 23.8-point surge in the S&P 500 Volatility Index (VIX) over just two days places the “Trump Tariff Tantrum” among some of the most significant short-term panic events in market history....
Chart of the Week
Following the Trump-driven rally that pushed equities to record highs, trade war fears in February-March triggered excessive pessimism, leading to U.S. mega-cap selloffs, MSCI U.S. underperformance,...
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...
