Ned Davis Research

Founded in 1980, NDR is a global provider of independent investment research insights, tools and solutions. Log in for latest posts and updates.

[Ned Davis Research @NDR_Research]

Check out our podcast! NDR Chief Economist Alejandra Grindal breaks down the global economic outlook, including the war’s impact on Europe, shifting central bank policies, and China's growing economic imbalances.

Listen now: https://t.co/AXGXlC4LEP

#neddavisresearch #Economy

[Ned Davis Research @NDR_Research]

The standout feature in NDR's latest Fed report is a concise table showing where Fed officials are believed to stand on rates. This table provides a valuable snapshot of potential FOMC voting dynamics ahead of a key meeting. Click here to read more: https://t.co/rPZUyEE48d

[Ned Davis Research @NDR_Research]

The 2026 midterms may not be the market story investors expected.

With focus shifting to Iran, AI, and the Fed, the S&P 500 has veered off its usual midterm-year path.

What happens next?

Download the report: https://t.co/IGoa94DwtD

#NDR #NedDavisResearch #SP500

[Ned Davis Research @NDR_Research]

In a recent interview with CNBC, Tim Hayes spoke to the current market outlook and one theme stood out clearly: Bond yields are driving the market.

Rates remain the key signal for investors right now. Watch the interview here: https://t.co/Mhg32IgqFv

#NDR #Markets

[Ned Davis Research @NDR_Research]

China’s economy looks resilient, but cracks are forming beneath the surface. In our latest podcast episode, Alejandra Grindal explains what’s driving risks and what could come next. https://t.co/6xKx9gybaV

#neddavisresearch #NDR #China

[Ned Davis Research @NDR_Research]

Our latest Signals in Focus challenges traditional assumptions and explores a different way to think about portfolios. Watch here: https://t.co/52TPjlrxIH

#NedDavisResearch #NDR #Investing #AssetAllocation

[Ned Davis Research @NDR_Research]

Markets evolve. Your models should too.

See how top teams optimize performance & adapt faster, without rebuilding from scratch.

Download the full report: https://t.co/EkrlUAT2PQ

#NedDavisResearch #NDR #InvestmentStrategy

[Ned Davis Research @NDR_Research]

NDR’s SAA framework is evolving with client feedback and new research, focused on more integrated, dynamic portfolio construction.

Watch our latest Signals in Focus interview: https://t.co/tgg9i4O53f

#NedDavisResearch #NDR #AssetAllocation #PortfolioConstruction

[Ned Davis Research @NDR_Research]

Global debt may look stable again, but the real story is beneath the surface.

See what investors might be missing.

What’s next? Read NDR’s full take: https://t.co/baQUiWgEfX

#NDR #NedDavisResearch #GlobalDebt #EconomicTrends

[Ned Davis Research @NDR_Research]

SAA is evolving, from U.S. large cap positioning to institutional models and private markets integration - watch our latest Signals in Focus interview: https://t.co/pbHRydNZSd

#NDR #NedDavisResearch #SAA #AssetAllocation #Investing

[Ned Davis Research @NDR_Research]

Check out our podcast! We're on YouTube, Spotify, Apple, and our Blog! In this episode, war-driven supply chain stress is rising, and so are eurozone recession risks.

But AI productivity may help cap inflation long term. https://t.co/B0IVrD0mak

#neddavisresearch #Economy

[Ned Davis Research @NDR_Research]

Trimmed-mean missed 2021 inflation, lagging again?

Core rising, trimmed-mean falling = risk of underestimating persistence.

What’s next? Read NDR’s full take: https://t.co/jwm0B1mdPi

#NDR #NedDavisResearch #Inflation #Macro #Markets

[Ned Davis Research @NDR_Research]

Thank you to those who joined NDR at the Institutional Investor East Coast Family Office Wealth Conference for our "Macro Breakfast Briefing" this morning. Great discussion with the family office community.

#NDR #NedDavisResearch #MacroOutlook #Investing #FamilyOffice

[Ned Davis Research @NDR_Research]

Are historical assumptions quietly shaping your SAA?

In this recent interview, Saumen Chattopadhyay, CFA breaks down how NDR builds forward‑looking expectations from data, not comfort.

Watch the interview: https://t.co/hory4sPFLD

#NDR #NedDavisResearch #SAA

[Ned Davis Research @NDR_Research]

Markets sold off on fear, then rallied anyway.

Extreme pessimism marked the S&P 500 low, but optimism is now stretched.

What’s next? Read NDR’s full take: https://t.co/ZEwB3wqM6W

#NDR #NedDavisResearch #MarketSentiment #SP500

[Ned Davis Research @NDR_Research]

Big rallies after bear markets usually mean more gains ahead.

Except when they don’t, think March 2000…

Is this surge signaling strength… or hiding risk?

Check out our blog for the full breakdown: https://t.co/BUoOZuYabX

#NDR #NedDavisResearch #SP500 #Stocks #MarketHistory

[Ned Davis Research @NDR_Research]

Import prices cooled in March, but Q1 tells another story.

With tariffs still hitting U.S. importers, are inflation risks being underestimated? What could this mean for Fed rate cuts?

Check out our blog for the full breakdown: https://t.co/vt1w3UFQAQ

#NDR #NedDavisResearch

[Ned Davis Research @NDR_Research]

New highs for the S&P 500 & Nasdaq.

But is this rally broad enough to last?

NDR’s Tim Hayes weighs in on what matters next, read the full takeaway on our blog: https://t.co/dyBm98O5qw

#NDR #NedDavisResearch #Markets #Investing #MarketOutlook

[Ned Davis Research @NDR_Research]

In our latest podcast, NDR Chief Economist Alejandra Grindal explores how the U.S. Iran conflict could lift oil prices, slow growth, and reshape global risks.

Read more, or listen to this podcast episode on our blog: https://t.co/UupyTMEXWI

#NDR #NedDavisResearch #USEconomy

[Ned Davis Research @NDR_Research]

NDR’s Tim Hayes, CMT, spoke with CNBC’s Closing Bell: Overtime on why NDR downgraded equities amid rising volatility, citing weak breadth and valuation risks. Watch here: https://t.co/FFJ0xWTnkh

#NDR #NedDavisResearch #MarketVolatility #EquityOutlook #InvestmentStrategy