Chart of the Week
Recorded April 9, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the impact of the U.S.-Iran conflict on global economies. Alejandra notes that a a prolonged conflict could...
Chart of the Week
Record-high equity allocations point to strong investor optimism, which historically has been associated with lower long-term S&P 500 returns (chart above). This view is reinforced by elevated...
Chart of the Week
Recorded February 24, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the U.S. economy relative to the world. From a macro perspective, there has been a divergence in macro...
Chart of the Week
NDR is excited to introduce the upcoming Strategic Asset Allocation (SAA) Service, led by two newly added senior strategists: Saumen Chattopadhyay, CFA and John LaForge. With decades of high‑level...
Chart of the Week
The U.S. dollar has weakened sharply, with the trade weighted index down nearly 10 percent from its January 2025 peak and now near a four year low. We expect further softness in 2026. A weaker dollar...
Chart of the Week
Artificial intelligence may be transforming the software industry, but concerns about widespread job loss are likely exaggerated. Similar to early predictions that e-commerce would replace physical...
Chart of the Week
The combination of the Fed easing cycle and the mid term election year is setting up a unique environment for dividend strategies. Early in easing cycles, higher beta dividend profiles—like Non...
Chart of the Week
Stock leadership has shifted sharply in 2026. Through January 26, 62% of S&P 500 stocks have outperformed the index, the highest share since 2001. After three difficult years for stock pickers, this...
Chart of the Week
In a recent appearance on Closing Bell Overtime, Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, broke down the forces shaping today’s markets—from a remarkably long U.S. bull...
Chart of the Week
By conventional measures of consumer purchasing power, affordability should not pose a major problem for U.S. households. Real average hourly earnings and real disposable personal income have both...
