| Date | Title | Description |
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| Oct 6, 2026 | Market Memo
Unsure how long this AI bull has? Bonds now offer a cushion at the best values in years | For those worried about an AI bust (which includes my “Mystery Broker” source), the bond market is now offering a cushion at the best prices in years.
See an AI-generated hypothetical portfolio derived from my TV talk and this column’s arch... |
| Aug 10, 2026 | Market Memo
Santoli: Stocks return to winning ways. Why the market gods may not be satisfied with July’s brief pain | SUBSCRIBE TO MIKE SANTOLI’S MARKET MEMO HERE
The S&P 500 posted a clean breakout last week to new records after surviving a July momentum stock bust and basically churning in a 3% range for nearly three months.
The liquidation of the he... |
| Mar 20, 2026 | Wall Street Grapples with Geopolitical Shocks, AI Chip Smuggling Scandal | Wall Street endures a fourth losing week. Oil prices climb. Middle East tensions persist. Major indices near correction. Federal prosecutors charged Super Micro Computer executives for illegally diverting billions in Nvidia AI chips to Chin... |
| Mar 19, 2026 | Daily Stock Market Live
Stock futures tick higher, but S&P 500 heads for fourth losing week in a row amid rising oil prices: Live updates | Stock futures ticked higher early Friday after new comments from Israeli Prime Minister Benjamin Netanyahu appeared to somewhat ease concerns around the U.S.-Iran war.
Dow Jones Industrial Average futures were up 108 points, or 0.23%. S&... |
| Feb 11, 2026 | Big Tech Unleashes Trillion-Dollar AI Spending Wave, Alphabet Leads | Big Tech commits over $650 billion to AI infrastructure in 2026. Alphabet spearheads this surge with up to $185 billion, doubling prior year spending. Firms increasingly tap debt markets, as seen in Alphabet’s multi-currency bond sales, inc... |
| Feb 7, 2026 | BigTech потратит на ИИ $650 млрд — больше ВВП Швейцарии | Alphabet, Amazon, Microsoft и Meta* (признана экстремистской и запрещена в РФ) суммарно потратят на дата-центры и ИИ-инфраструктуру около $650 млрд в 2026 году — на 60–74% больше, чем в прошлом. Каждая из четырех компаний по отдельности пре... |
| Jul 11, 2025 | Wall St Week Ahead Earnings, inflation data confront resilient US stocks rally | Wall St Week Ahead Earnings, inflation data confront resilient US stocks rally
By Lewis KrauskopfJuly 11, 202510:02 AM UTCUpdated ago
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A woman walks down Wall Street... |
| Apr 16, 2025 | The tariff correction failed to fix one major problem in the stock market, Ned Davis Research says | |
| Apr 3, 2024 | Rising Treasury yields pose a test for richly valued US stocks | U.S. MarketsRising Treasury yields pose a test for richly valued US stocks
By Lewis KrauskopfApril 3, 20245:06 AM UTCUpdated ago
Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., April 1, 2024. REUTERS/... |
| Mar 16, 2024 | 'Nearing exhaustion': Top strategists warn that weaker consumer spending could cause US stocks to run out of steam — but 22 investments can thrive during a market reversal | Premium Markets 'Nearing exhaustion': Top strategists warn that weaker consumer spending could cause US stocks to run out of steam — but 22 investments can thrive during a market reversal
James Faris
2024-03-16T11:14:01Z
Share ico... |
| Jul 4, 2023 | NDR Warehousing raises Rs 5 billion with Investcorp | WAREHOUSING & LOGISTICS NDR Warehousing raises Rs 5 billion with Investcorp
04 Jul 2023 CW Team
According to individuals familiar with the matter, it was reported that NDR Warehousing, a logistics infrastructure company, had secured fun... |
| Jul 3, 2023 | Investcorp invests ₹500 crore more in NDR Warehousing | Bahrain-based global investment manager Investcorp has invested ₹500 crore more in NDR Warehousing, which operates 14 million square feet of warehousing assets across India.
In February 2022 the alternative investment manager had led a $55 ... |
| Jun 30, 2023 | The Fed is the only thing standing in the way of a sustained bull market in stocks | The current bull market in stocks looks sustainable as long as the Federal Reserve doesn't mess things up.
Ned Davis Research said on Wednesday that a Fed-induced recession is the most likely risk that could derail stocks.
"If the... |
| Jun 1, 2023 | Here's why the $5 trillion piled up in money market funds might not flow back into the stock market | Money market funds have seen a surge of inflows over the past year as interest rates soared.
With more than $5 trillion in money market funds, some investors believe those funds will eventually flow back into the stock market.
But Ned Davis... |
| May 14, 2023 | These 7 charts show that the stock market's secular bull rally is still alive and well | The secular bull rally in the stock market is still alive and well, according to Ned Davis Research.
From positive GDP growth to an incredibly low unemployment rate, investors should prepare for more gains in stock prices.
These are the sev... |
| May 13, 2023 | These 7 charts show that a recession could hit the US economy in the next few months | A recession in the US economy could materialize in the next few months, according to Ned Davis Research.
The research firm highlighted that a recent surge in jobless claims is a big warning sign.
These are the seven indicators that NDR is m... |
| May 11, 2023 | Here's how the economy and the stock market could react to the 4 possible outcomes of the debt ceiling standoff | The US debt ceiling showdown in Congress is fast approaching a potential early June deadline.
Republicans and Democrats appear to be at an impasse with no progress made towards a deal.
These are the four scenarios and their potential impact... |
| Apr 14, 2023 | Here is the game plan investors should follow if the Fed hikes interest rates for the last time in May | The Fed could raise interest rates for the last time at its FOMC meeting in May.
Stocks have a mixed history of performance following the last Fed rate hike of a cycle.
This is the plan investors should follow if the Fed raises rates for th... |
| Apr 12, 2023 | Hedge funds are the most bearish they've been since 2011, and that could set the stock market up for a massive short squeeze | Hedge funds have their biggest short position on the stock market since 2011, according to CFTC data.
The massive short bet comes amid concerns of a potential recession and decline in corporate earnings.
"Bullish macroeconomic or earni... |
| Feb 22, 2023 | Here's why history's most reliable recession indicator no longer works | The inverted yield curve has been one of the most reliable predictors of an imminent recession.
An inversion of short and long-term bond yields has preceded every recession since World War II.
But the economic indicator could be less reliab... |
| Feb 17, 2023 | Investor sentiment has become 'extremely greedy' and that makes the market fragile, says Fairlead's Katie Stockton | Investor sentiment is becoming "extremely greedy," according to Farilead's Katie Stockton.
She told CNBC on Thursday that markets are becoming fragile in response.
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After strong start to the year, the stock marke... |
| Feb 16, 2023 | The FOMO trade is dragging investors off the sidelines and back into stocks, but a major market peak is still far off | The FOMO trade has returned to the market as stocks rally 20% from their lows, according to Ned Davis Research.
But a lack of excessive optimism among investors means the stock market has yet to reach its peak.
"Even some investors who... |
| Jan 4, 2023 | Here's exactly what needs to happen for the stock market to soar in 2023, according to Ned Davis Research | The stock market sell-off in 2022 spilled over into the first trading day of 2023, giving little hope to investors that the decline is over.
But stocks could soar this year if the US economy manages to avoid a recession, according to Ned Da... |
| Dec 29, 2022 | The stock market's biggest risk in 2023 is a drop in corporate earnings, even if the economy avoids a recession | The stock market's biggest risk in 2023 is a decline in corporate earnings, according to Ned Davis Research.
NDR said even without a recession, profit margins could fall if "wages prove to be sticky."
"The direction of e... |
| Nov 18, 2022 | The Fed's goldilocks scenario of taming inflation while avoiding a recession is more likely after October CPI report, NDR says | The October CPI report increased the chances of a goldilocks scenario for the economy, according to Ned Davis Research.
The Fed's main goal is to tame inflation while avoiding a recession for the economy.
"Under the goldilocks sce... |
| Oct 22, 2022 | A Fed pause in interest rate hikes may not be enough to boost the stock market the way investors are hoping | Some investors are betting that a Fed pause in interest rate hikes will boost stock prices, but Ned Davis Research says not so fast.
NDR found that a Fed pause in interest rate hikes has historically delivered weak 1-year forward returns.
&... |
| Oct 20, 2022 | Bearish investor sentiment is the key to sustaining a stock market rally into 2023 | A sustained stock market rally into 2023 will only happen if investor sentiment remains bearish, according to Ned Davis Research.
Investor sentiment has hit bearish extremes in recent weeks as inflation and interest rate concerns linger.
&q... |
| Oct 12, 2022 | Here's the outlook for corporate financial results as the worsening global economy is poised to lift the US dollar higher | Good morning, this is Jason Ma and today's edition highlights the outlook for corporate financial results as the US dollar rises.
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The worsening prospects for the global economy point to continued strength for the greenbac... |
| Oct 12, 2022 | Here's the outlook for corporate financial results as the worsening global economy is poised to lift the US dollar higher | Redeem now
Good morning, this is Jason Ma and today's edition highlights the outlook for corporate financial results as the US dollar rises.
The worsening prospects for the global economy point to continued strength for the greenback. ... |
| Oct 11, 2022 | The Fed won't pivot away from its interest rate hikes until one of these 3 things happen | Investors should be holding their breath for a policy pivot by the Federal Reserve.
That's because one of three things happening before it can pivot away from interest rate hikes, Ned Davis Research said.
"One of the main tenents ... |
| Sep 29, 2022 | The stock market's failure to hold its June lows would reset a 4-step bottoming process that needs to be completed for a new rally to take shape | The stock market's four-step bottoming process is facing a crucial test, according to Ned Davis Research.
A retest of the stock market's mid-June low is the third step necessary for markets to establish a new uptrend.
"The re... |
| Sep 15, 2022 | Bond market volatility is as high as it was in the 2008 financial crisis as the Fed accelerates the runoff of its $9 trillion balance sheet | Volatility in the bond market has surged to levels seen during the 2008 Great Financial Crisis.
The surge in volatility comes as the Fed accelerates the reduction of its $9 trillion balance sheet.
Less liquid bond markets could spell troubl... |
| Sep 3, 2022 | Copper prices are set to drop another 11%. That would be a good sign for inflation but a bad omen for the economy. | Copper prices are likely to continue their decline and fall another 11%, according to Fairlead Strategies' Katie Stockton.
That would be a good sign for lower inflation, but a bad omen for the economy as copper is seen as a barometer o... |
| Sep 1, 2022 | The stock market could retest its June low over the next few weeks on recession fears and as it enter the 'worst time of the year' | The stock market could retest its mid-June lows in a matter of weeks, according to Ned Davis Research.
Fears of a recession and poor seasonality mean the stock market is vulnerable through most of October.
"The weakest time of the year... |
| May 25, 2022 | The stock market needs these 4 things to happen before it can find a bottom and starting moving higher again, Ned Davis Research says | The stock market has some work to do before it hits bottom and moves higher, according to Ned Davis Research.
The research firm highlighted the four things that need to happen for the stock market to bottom.
Stocks have seen fits and starts... |
| Feb 12, 2021 | Ned Davis Research Partners with C8 Technologies to Revolutionize Direct Indexing | |
| Nov 2, 2020 | November 2020 Market Outlook: Election + Pandemic = Volatility | getty |
