The Nasdaq Dorsey Wright Podcast

Miles Clark and Joseph Tazzulo cover a busy week after the midterms. Market participation is improving, but the Nasdaq 100 is close to a negative trend, and states passing AI data center measures is adding pressure on semiconductors. They also look at value taking the lead from growth for the first time since 2023, crude oil's 8.5% drop, and why Google's chart is one "only a mother could love." Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).  

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What could the U.S. election mean for markets, the economy and market leadership? In the first episode of Beyond the Ticker, Nasdaq experts bring together political, macroeconomic, Nasdaq-100® and relative-strength perspectives to discuss what may matter before and after Election Day. The conversation also explores how to distinguish an immediate market reaction from a more sustained shift.

This new podcast from the Nasdaq Global Index team will have periodic episodes included on the NDW channel in the months to come.

Chapters:

• Introduction: 0 – 1:38
• Setting the Stage: 1:38 - 6:03
• Potential Economic Shifts: 6:03 - 8:49
• Market Backdrop: 8:49 - 15:33
• Areas to Watch: 15:33 - 19:49
• Historical Market Context: 19:49 - 27:52
• Impact of Gridlock: 27:52 - 30:10
• Trends to Watch: 30:10 - End

Speakers:

• Jillian Delsignore - Head of Retail and Wealth Distribution Strategy
• Jameel Aalim Johnson – VP Government Relations
• Yanni Angelakos – Head of Investment Insights for Nasdaq Capital Access Platforms
• Mark Marex – Global Head of Index Insights
• Chuck Fuller – Portfolio Manager, Nasdaq Dorsey Wright

Breadth is finally perking up — over half the S&P 500 is back above its 10-week moving average, and equal weight reversed up against cap weight for the first time since 2023. But long-term trends still haven't turned, emerging markets are stalling as the dollar firms, and banks just flashed their first sell signal since the tariff tantrum. Miles and Joseph break down what's defendable, what's waving a yellow flag, and where the 10-year goes from here. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).  

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Correlation between tech and non-tech stocks has collapsed to roughly 3% — the lowest reading since 1999 — while technology has outperformed the rest of the S&P by as much as 47% over six months, the widest gap since the dot-com peak in March 2000. We break down what's driving this split market, why the average stock is weakening even as the index sits near highs, and what history says happens next. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).  

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Head of Investment Insights Yanni Angelakos sits down with Portfolio Manager John Lewis and Analyst Miles Clark to break down what's driving markets heading into Q4. They cover key risks, opportunities, and where they see positioning shifting from here. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).  

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Markets look calm on the surface — EM up 5%, the Nasdaq up nearly 5% — but under the hood participation is quietly deteriorating, with just 28% of S&P 500 stocks above their 50-day moving average. Ian Saunders and Miles break down the "yellow light" setup, what to do BEFORE your cash triggers fire, why small caps keep losing the relative strength battle, and the big sector rotation that knocked Industrials out of the top four for the first time in three years. Plus: tech and com services surge, Caterpillar sheds 25% from its highs, and Meta's 27% September moonshot. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).  

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This week we unpack broad-based weakness across equities as NYSE participation indicators roll over, with the long-term bullish percent sitting right at the critical 50% line. We also break down the 10-year Treasury yield's breakout above 5% — a 19-year high — and what an overextended OBOS reading means heading into the Fed meeting. Plus, why fixed income is scoring dead last on the asset class group scores and is on the verge of crossing below cash for the first time since 2023. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).  

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This week, Miles Clark and Ian Saunders discussed participation within the S&P 500, the consistently improving technical picture within international equities, updates in the energy sector and more! Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).

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This week, Miles Clark and Trevor Plesko break down what Slippery September means for markets, how the latest Earnings Review is reshaping sector leadership, and why sentiment may be sending a contrarian signal as we head deeper into the month. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).

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This week, Ian Saunders and Trevor Plesko discuss recent shifts across the DALI asset classes, examine historical midterm election trends and their implications for markets moving forward, and share insights on Bitcoin and other key developments shaping the investment landscape. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).

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How to Find Us:

X: https://x.com/DorseyWrightNDW

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Research: https://dorseywright.nasdaq.com