Wealth Management
The evidence remains supportive for stocks, with earnings showing a broadening recovery into their second year despite the stickier-than-expected inflation noted by the Fed. However, it’s crucial to...
Wealth Management
The “wealth effect” for consumers is evidenced by the significant increase in stock and real estate values. The value of equities and household real estate have substantially contributed to the surge...
Wealth Management
NDR's current view on Economic data on growth and inflation is mixed. We have below-trend but still decent growth this year and that CPI will be sticky around 3%. Recent data has shown that things...
Wealth Management
The peak of the private sector job openings-to-unemployed ratio in March 2022 has now tapered off across various industries. Sectors such as construction, retail trade, and transportation are...
Wealth Management
The NDR Crowd Sentiment Poll surged into excessive optimism territory a month after the October 2023 lows, despite economic uncertainties. A return to balanced sentiment levels followed a 4% S&P 500...
Wealth Management
In Q1 2024, the S&P 500 surged, achieving its strongest start since 2019. Bonds lagged due to persistent inflation and economic growth, prompting investor preference for stocks. Historical trends...
