Chart of the Week
Since last month’s yield downturn several of NDR’s daily sentiment gauges have reversed higher from pessimistic extremes. Suggesting bond investors have regained confidence that yields will remain...
Chart of the Week
Was the October weakness a warning that favorable Nov-Dec seasonal tendencies won’t hold up this year? Tim Hayes, NDR’s Chief Investment Strategist, studied October declines of -2% or more in the S&P...
Chart of the Week
Despite some indicator deterioration featured in recent weeks, NDR remains overweight stocks. To give clients a look at the potential other side of the debate, Ned Davis highlights that this has been...
Chart of the Week
While the August update of the NDR Global Balanced Account Model reflected a more modest equity reading than in July and August, our Chief Global Investment Strategist Tim Hayes is maintaining his...
Chart of the Week
NDR’s Chief Macro Strategist Joe Kalish was recently featured in a Bloomberg article by Josyana Joshua, and Olivia Raimonde on August 1, 2023. Joe highlighted the uncertainty beneath the surface for...
Chart of the Week
"The degree of unprofitable anxiety in an investor’s life corresponds directly to the amount of time one concentrates on how the market should be acting rather than the way it actually is acting.” -...
Chart of the Week
How do we view the thematic landscape? We break the themes we track into three major categories: Technology, Demographics, and Global Shock. The chart here tracks the average theme rank for each of...
Chart of the Week
In our recent Global Economics Focus, Alejandra Grindal gave an in depth look on where she sees global growth is heading in the back half of 2023. She wrote that despite rough conditions to start the beginning of the year
Chart of the Week
Over the past 20+ years, NDR Chief U.S. Market Strategist Ed Clissold has done significant research on the topic of dividends and developed several evaluation and screening tools to enhance dividend stock selection processes. He has also created several charts and tables that our clients find helpful when articulating the benefits of various dividend strategies.
Chart of the Week
While Wall Street was about as pessimistic as it had been in decades coming into the year, our 2023 Cycle Composite signaled a strong first half of the year, choppiness through November, and a year-end rally. This contrarian picture, combined with widespread pessimism, better-than-expected economic data, and technical indicator improvement provided NDR Chief U.S. Strategist Ed Clissold
