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
Chart of the Week
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
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
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
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...
