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Hosted by Ned Davis Research · 🇺🇸 US · EN-US · 33 episodes
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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
Ned Davis Research hosts Ned Davis Research: See the Signals Podcast, a business show with 33 episodes published.
Recorded June 9, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses China's economy. Alejandra notes that China’s economy is best described as resilient at the headline level but increasingly imbal
Recorded May 14, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the impact of the war on global supply chains and inflation. Alejandra notes that NDR's Global Supply Chain composite, which uses
Recorded April 9, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the impact of the U.S.-Iran conflict on global economies. Alejandra notes that a a prolonged conflict could raise oil prices eno
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
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
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 inflatio
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 inflatio
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 generat
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 obst
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 ha
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 sen
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 l
In this episode, NDR's Chief Economist Alejandra Grindal discusses the state of the economy post Liberation Day. Due to the persistent uncertainty, NDR reduced its real GDP growth forecast, indicating a slowing economy,
In this episode, NDR's Chief Economist Alejandra Grindal discusses the trajectory of the economy. Prior to the reciprocal tariff announcement, hard economic data looked favorable. However, more responsive soft economic d
In this episode, NDR's Chief Economist Alejandra Grindal discusses the global economy including growth, inflation, and tariffs. Although global economic activity has slowed, leading indicators continue to point to positi
In this episode, NDR's Senior U.S. Economist Veneta Dimitrova discusses the next decade through our Long-Term Capital Market Assumptions. We believe there are five major themes that will impact the global economy and the
In this episode, NDR's Chief Economist Alejandra Grindal discusses the outlook for the global economy in 2025. 2024 has been a good year for the global economy, with real GDP expected to rise more than 3%. We expect glob
In the latest Ned Davis Research podcast, See the Signals , NDR's Chief Economist Alejandra Grindal discusses the U.S. economy. Prior to the election, the U.S. economy was outperforming its G7 counterparts. However, ther
In the latest Ned Davis Research podcast, See the Signals , Brian Sanborn, NDR's Global Head of Investment Solutions, sat down with Chief Economist Alejandra Grindal to discuss the state of China's economy and the impact
In this episode, NDR's Chief Economist Alejandra Grindal discusses Japan. Following the Bank of Japan's monetary policy shift to tightening, the financial markets reacted negatively. Will that prevent the BoJ from furthe
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Ned Davis Research: See the Signals Podcast is hosted by Ned Davis Research. The show is categorised under business (investing) and has published 33 episodes.
Ned Davis Research: See the Signals Podcast has published 33 episodes.
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