Ned Davis Research: See the Signals Podcast

Ned Davis Research
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The latest take at Ned Davis Research. You can pick up the visuals for this podcast/vodcast on our blog "Signals" at https://info.ndr.com/ndr-signals

  1. 1D AGO

    See the Signals, Episode 29

    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 expectations between the U.S. and other economies since early last year. Recent data suggest that those concerns are starting to carry over to the hard data. This is important for investors as weaker relative economic data for the U.S. historically have been associated with U.S. equity underperformance relative to international markets. ------- S1:E29 For more insights, visit our blog: https://info.ndr.com/ndr-signals⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for complimentary access to our work: ⁠https://info.ndr.com/ndr-contact-us⁠

    5 min

  2. JAN 30

    See the Signals, Episode 28

    In this episode, NDR's Chief Economist Alejandra Grindal discusses the outlook for the global economy in 2026. The global economy is likely to slow from this year's pace, but avoid recession nevertheless. Global inflation should ease, but the paths will be more economy specific.  ------- S1:E28 For more insights, visit our blog at ⁠⁠⁠⁠⁠⁠⁠https://info.ndr.com/ndr-signals⁠⁠⁠⁠⁠⁠⁠ Sign up for complimentary access to our work: ⁠⁠⁠⁠⁠⁠⁠https://info.ndr.com/ndr-contact-us⁠

    6 min

  3. 12/17/2025

    See the Signals, Episode 27

    In this episode, NDR's Chief Economist Alejandra Grindal discusses the outlook for the global economy in 2026. The global economy is likely to slow from this year's pace, but avoid recession nevertheless. Global inflation should ease, but the paths will be more economy specific.  ------- S1:E27 For more insights, visit our blog at ⁠⁠⁠⁠⁠⁠https://info.ndr.com/ndr-signals⁠⁠⁠⁠⁠⁠ Sign up for complimentary access to our work: ⁠⁠⁠⁠⁠⁠https://info.ndr.com/ndr-contact-us⁠

    8 min

  4. 11/14/2025

    See the Signals, Episode 26

    In this episode, NDR's Chief Economist Alejandra Grindal discusses how she monitored global economic activity while data were sparce. Although there was a fair share of public and private data available, NDR used generative AI to create a historical, numerical score on both economic activity and inflation from the Beige Book report. ------- S1:E26 For more insights, visit our blog at ⁠⁠⁠⁠⁠https://info.ndr.com/ndr-signals⁠⁠⁠⁠⁠ Sign up for complimentary access to our work: ⁠⁠⁠⁠⁠https://info.ndr.com/ndr-contact-us

    5 min

  5. 10/13/2025

    See the Signals, Episode 25

    In this episode, NDR's Chief Economist Alejandra Grindal discusses the states of the global economy. Most of the world’s major economies have shown signs of slowing, as tariff riskremains the biggest and most common obstacle to growth. Fortunately, recessiondoesn’t appear on the horizon, supporting the global expansion and equities. ------- S1:E25 For more insights, visit our blog at ⁠⁠⁠⁠https://info.ndr.com/ndr-signals⁠⁠⁠⁠ Orto sign up for complimentary access to our work: ⁠⁠⁠⁠https://info.ndr.com/ndr-contact-us

    7 min

  6. 09/05/2025

    See the Signals, Episode 24

    In this episode, NDR's Chief Economist Alejandra Grindal discusses how macroeconomic conditions impact equity markets. The U.S. typically performs best when economic growth is above potential with low inflation, while having its worst performance during stagflation (low growth, high inflation) environments. Alejandra also discusses this analysis for Europe and Japan. ------- S1:E24

    6 min

  7. 08/07/2025

    See the Signals, Episode 23

    In this episode, NDR's Chief Economist Alejandra Grindal discusses the trajectories for the U.S. and Chinese economies. In the first half of the year, China exceeded its government's growth goal of 5%, while economic sentiment in the U.S. lagged relative to other parts of the world. For the second half of the year, conditions in China are likely to soften, while the U.S. could see some upside surprises. -------------------- S1:23

    6 min

  8. 07/08/2025

    See the Signals, Episode 22

    In this episode, NDR's Chief Economist Alejandra Grindal discusses the second half outlook for the global economy. Policy uncertainty has been a key influence so far in 2025. Most of the major economies we monitor will likely see slower economic growth in the second half of the year due to the impact of tariffs and policy uncertainty. Fortunately, recession doesn’t appear on the horizon anywhere, except for Japan, where recessions are common given low potential growth. --------E1:22

    9 min
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The latest take at Ned Davis Research. You can pick up the visuals for this podcast/vodcast on our blog "Signals" at https://info.ndr.com/ndr-signals

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