Chart of the Week
Historically, powerful rebounds like the recent surge in the S&P 500 have usually pointed to continued strength, especially when they follow major bear market lows. In most past examples, similar...
Chart of the Week
U.S. import prices rose 0.8% in March, less than expected, suggesting the early impact of the Iran war was more limited than feared. Still, prices increased an average of 0.7% per month in Q1, the...
In the News
The Nasdaq Composite and S&P 500 closed at record highs as improving sentiment and falling volatility continued to support equity markets. Much of the recent strength has been driven by large cap...
Chart of the Week
Recorded April 9, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the impact of the U.S.-Iran conflict on global economies. Alejandra notes that a a prolonged conflict could...
Chart of the Week
Record-high equity allocations point to strong investor optimism, which historically has been associated with lower long-term S&P 500 returns (chart above). This view is reinforced by elevated...
In the News
NDR’s Chief Global Investment Strategist Tim Hayes, CMT, joined CNBC’s Closing Bell: Overtime to discuss why NDR has downgraded equities as global market volatility has picked up. Hayes highlighted...
In the News
NDR’s Chief Global Investment Strategist, Tim Hayes, joined CNBC’s Closing Bell Overtime to break down the sharp swings in oil driven by rising geopolitical tension. He noted that the OVX oil...
Chart of the Week
Recorded February 24, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the U.S. economy relative to the world. From a macro perspective, there has been a divergence in macro...
Chart of the Week
NDR is excited to introduce the upcoming Strategic Asset Allocation (SAA) Service, led by two newly added senior strategists: Saumen Chattopadhyay, CFA and John LaForge. With decades of high‑level...
Chart of the Week
The U.S. dollar has weakened sharply, with the trade weighted index down nearly 10 percent from its January 2025 peak and now near a four year low. We expect further softness in 2026. A weaker dollar...
