Ned Davis Research

Markets remain caught between inflation and growth concerns vs. strong earnings and AI-driven optimism. What does history suggest for a potential midterm year-end rally?
 
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AI infrastructure just hit a critical inflection point. Is the recent pullback in Construction & Engineering a buying opportunity or an early warning sign for the broader AI trade?

Download NDR's latest report to see what we're watching. bit.ly/4xU3wzF

The U.S. economy remains in expansion, driven by AI investment, strong profits, resilient consumers, and still favorable credit conditions. Housing and labor market trends remain key watchpoints.

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Can rising U.S. debt remain sustainable?

Our latest publication explores the risks, outlook, and market implications.

Download here: bit.ly/4coXxKE

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What will growth and inflation look like across the world’s largest economies in the years ahead? In See the Signals Ep. 34, NDR Chief Economist Alejandra Grindal explores the impact of demographics, labor trends, and AI investment. bit.ly/46jHOJe

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