Wealth Management
Market sentiment indicators are a staple in many investors’ toolkits — but are they telling the full story?
Wealth Management
Investor stock allocations are hovering near record highs — not just among households, but also institutions and foreign buyers. While this may reflect optimism, history suggests it could be a...
Wealth Management
In this edition of the NDR Hotline, Chief Macro Strategist Joe Kalish reflects on the most challenging of NDR’s Ten Rules of Research: Rule #1 — Be Objective. While models and data-driven strategies...
Wealth Management
U.S. imports spiked in the first quarter—but the story isn’t as straightforward as it seems. A closer look reveals a highly uneven pattern, with a few key items driving the surge. And while trade...
Wealth Management
With the 2024 U.S. election approaching, investors are paying close attention to how a Trump or Harris presidency could impact market sectors and the broader economy. View the full 2024 Pre-U.S....
Wealth Management
Leading into the Fed's rate cut in Q3, markets experienced notable shifts across sectors and asset classes. Gold saw a strong surge, while oil's decline weighed down broader commodity indices. The...
Wealth Management
The September 2024 edition of NDR's Market Digest takes a closer look at the choppy market conditions leading up to the U.S. presidential election. Despite ongoing recession fears, fueled by Fed rate...
Wealth Management
As market historians, we find rare market events fascinating as they provide perspective and historical parallels. This presidential election cycle is notable for several reasons: Trump is the first...
Wealth Management
In May, we had revised our 2024 real GDP growth projection upward by 50 basis points to 1.5%-2.0% due to a somewhat firmer demand than previously anticipated. Additionally, we increased our forecast...
Wealth Management
We remain bullish on U.S. stocks due to accelerating earnings growth, moderating economy and inflation, and expectations of a year-end rally in a presidential election year. The S&P 500's 15.0%...
