See the Signals, Episode 24

See the Signals, Episode 24

Update: 2025-09-05
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Description

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.

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S1:E24

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See the Signals, Episode 24

See the Signals, Episode 24

Ned Davis Research