Chart of the Week

NDR: Housing on the Rebuild?

In our U.S. Daily Economic Perspectives, Veneta Dimitrova takes a quick look a the housing market. She writes that housing starts surged 21.7% in May to a 1.631 million unit annual rate, the highest...

Chart of the Week

Goldilocks  Before Bears

Yesterday NDR released our Second Half US Equity Outlookwhich outlines why we’re still overweight equities within US AA since Jan and explains the reasons behind increasing our year-end S&P 500...

Chart of the Week

NDR: Accelerating Global Growth Good for Equities

Global economic growth continued to accelerate despite risks, according to the latest PMIs, supporting continued upside in global equities. But growth remains uneven, said NDR’s Chief Economist...

Chart of the Week

Consider Adding Exposure To The Defense Sector

Investors may want to consider adding exposure to the #defense sector. Despite hopes for global peace, the U.S.’s resolve to defend Ukraine and Taiwan is being tested. We see potential growth in this...