Ned Davis Research: See the Signals Podcast Ned Davis Research

In this episode, NDR's Chief Economist Alejandra Grindal discusses the current state of the global economy. The global economy showed continued signs of accelerating momentum. However,
successive gains in the PMI usually don’t last much longer than six months, suggesting that the composite could take a short breather soon. One standout continues to be India. India’s economy has been one of the most reliable sources of growth among the world’s largest economies for a couple of years now.

In this episode, NDR's Chief Economist Alejandra Grindal discusses global monetary policy. Japan has effectively ended Negative Interest Rate Policy, while central banks in Latin America and Switzerland have been easing. Historically, the best period for equities has been when more than half of the world’s central banks have been in easing cycles. However, the bullish case for equities may depend on whether the Fed pivots to easing.

In this episode, in honor of International Women’s Day and Women’s History Month, Amy Lubas, NDR's VP of Investment Solutions interviews Alejandra Grindal,
NDR's Chief Economist who discusses trends by women in the labor force. She notes that female participation in the prime age labor force has soared all over the world, outpacing that of males. In the U.S., there has been a notable surge in participation among Millennial women, who spend more and differently than their male counterparts. The rise in Millennial female participation should have positive implications for the economy and equities in the long-term.

________________________


S1:E9



For more insights, visit our blog at ⁠⁠https://info.ndr.com/ndr-signals⁠⁠

Or to sign up for complimentary access to our work:

⁠⁠https://info.ndr.com/ndr-contact-us

In this episode, NDR's Chief U.S. Strategist Ed Clissold discusses the impact of the U.S. Presidential Election cycle on the markets. Ed reviews the four-year cycle's strongest and weakest periods, how the market may behave this year depending on the election's outcome, and which industries and sectors to watch.
_________________________________________

S1:E8



For more insights, visit our blog at ⁠⁠https://info.ndr.com/ndr-signals⁠⁠

Or to sign up for complimentary access to our work:

⁠⁠https://info.ndr.com/ndr-contact-us

In this episode, NDR's Chief Economist Alejandra Grindal discusses whether the global economy is on the verge of recession. The global economic lull we saw in the second half of 2023 appears to be abating as we start 2024. Alejandra notes that the weight of the evidence points to a low risk of global recession, as only one indicator in NDR’s Global Recession Watch report is giving a negative signal.





S1:E6



For more insights, visit our blog at ⁠⁠https://info.ndr.com/ndr-signals⁠⁠

Or to sign up for complimentary access to our work:

⁠⁠https://info.ndr.com/ndr-contact-us

In this episode, NDR's Chief Economist Alejandra Grindal discusses the potential for a soft landing versus no landing. Although recent data have reflected an overheating economy, the soft-landing scenario, of below-trend economic growth and continued disinflation, is more likely as the delayed impact of tight monetary policy, ebbing excess pandemic savings, rising consumer delinquencies, and political risk at home and abroad weigh on output this year. A soft-landing scenario of slow growth and low inflation is consistent with above average equity returns.

_____________________________

S1:E6



For more insights, visit our blog at ⁠https://info.ndr.com/ndr-signals⁠

Or to sign up for complimentary access to our work:

⁠https://info.ndr.com/ndr-contact-us