Ned Davis Research
Coverage of Ned Davis Research in the Nexus archive.
- Stocks face their weakest seasonal stretch. Why extreme investor pessimism could limit any selling.
U.S. stocks are entering a historically weak period, but bearish investor sentiment may limit potential declines, according to Ned Davis Research.
- The ‘Trump Trade’ is turning into a loser in the stock market
The Trump Trade, a stock market strategy tied to Donald Trump's policies, has declined sharply since May as ETFs linked to homebuilding, defense, and manufacturing fell 16%. Analysts attribute the downturn to rising energy prices, inflation, and the US-Iran conflict, which disrupted economic conditions and overshadowed earlier gains in 2024.
- Why it’s time to start discussing semiconductors like commodities: There may be a supercycle
Ned Davis Research suggests that while the semiconductor sector may be in a bubble, it could also be entering a new supercycle. The analysis highlights the need to view semiconductors as commodities with potential long-term growth.