Sign up to save your podcasts
Or
Share Ned Davis Research: See the Signals Podcast
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ned Davis Research: See the Signals Podcast episodes
- See the Signals, Episode 36
Recorded October 27, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses inflation's impact on the global economy and monetary policy. The Reserve Bank of India (RBI) raised its policy rate for the first time in nearly four years, signaling a move toward inflation containment. Eurozone inflation recently hit a three-year high, driven almost entirely by energy costs. While inflation pressures, stemming from energy and AI-driven demand, have increased, businesses are absorbing cost rises, maintaining stable margins for now. Overall, the economic expansion remains synchronized across regions and sectors, with low near-term recession risk.
-------
S1:E36
For more insights, visit our blog: https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
6 min - See the Signals, Episode 35
Recorded September 18, 2026 - In this episode, NDR's Chief Economist Alejandra Grindal discusses the impact of economic growth and inflation on global central banks. The unexpected outbreak of war in the Middle East and the resulting increase in energy prices prompted many central banks to shift toward tighter policy. For now, none of our global central bank indicators are generating bearish signals for equities. Ultimately, the pace of tightening will determine the impact on equities.
-------
S1:E35
For more insights, visit our blog: https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
5 min - See the Signals, Episode 34
Recorded August 19, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the growth and inflation forecasts for the world's largest economies. Over the coming years, growth and inflation in these economies will be shaped by a number of factors including demographic and labor force trends as well as AI investment and its impact on productivity. The U.S. faces a slow-growth, low inflation scenario. For the eurozone and Japan, we expect above-trend growth with low inflation. For emerging markets, including China, we expect higher growth and low inflation.
-------
S1:E34
For more insights, visit our blog: https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
8 min - See the Signals, Episode 33
Recorded July 29, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the global economic outlook. Alejandra notes that the war has presented challenges to various economies, especially those in Europe. In response to the war, central bank policy has mostly lost its dovish tilt, with some central banks now turning to tightening policy and others remaining on hold indefinitely. Lastly, China’s economy remains resilient at the headline level but increasingly imbalanced beneath the surface.
-------
S1:E33
For more insights, visit our blog: https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
8 min - See the Signals, Episode 32
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 imbalanced beneath the surface. There is persistent weakness in domestic demand, particularly in retail sales and the property market. However, China has so far shown resilience to the oil shock stemming from the war in Iran. The economy’s narrow leadership makes China more vulnerable to downside risks, particularly if external demand weakens due to the war in Iran. If growth comes under pressure, policymakers are likely to respond.
-------
S1:E32
For more insights, visit our blog: https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
6 min - See the Signals, Episode 31
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 a variety of metrics to gauge both global and regional supply chain conditions, shows that global supply chain pressures have been building. Regarding inflation, despite headwinds from tariffs and deglobalization, productivity gains associated with AI adoption should help cap long-term price pressures. Recession risks are rising in the eurozone due to its historical sensitivity to oil price shocks.
-------
S1:E31
For more insights, visit our blog: https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
8 min - See the Signals, Episode 30
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 enough to slow growth and increase inflation, creating stagflationary risk. Within the U.S., consumers, especially lower income households, are mostly likely to feel the impact. Economies dependent on outsiders for their energy needs, like Europe and Japan, are more sensitive to oil price shocks compared to the U.S. China is likely to feel the impact of the war through global trade. Deterioration in global activity associated with the surge in oil prices could dampen demand for Chinese exports.
-------
S1:E30
For more insights, visit our blog: https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
8 min - See the Signals, Episode 29
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 the U.S. and other economies since early last year. Recent data suggest that those concerns are starting to carry over to the hard data. This is important for investors as weaker relative economic data for the U.S. historically have been associated with U.S. equity underperformance relative to international markets.
-------
S1:E29
For more insights, visit our blog: https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
5 min - See the Signals, Episode 29
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 the U.S. and other economies since early last year. Recent data suggest that those concerns are starting to carry over to the hard data. This is important for investors as weaker relative economic data for the U.S. historically have been associated with U.S. equity underperformance relative to international markets.
-------
S1:E29
For more insights, visit our blog: https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
5 min - See the Signals, Episode 28
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 inflation should ease, but the paths will be more economy specific.
-------
S1:E28
For more insights, visit our blog at https://info.ndr.com/ndr-signals
Sign up for complimentary access to our work:
https://info.ndr.com/ndr-contact-us
6 min
About Ned Davis Research: See the Signals Podcast
From the publisher's feed
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