Full strategy commentary: NDRDAS202101061

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November 11, 2024 – The Week Ahead

BY TEMATICA
In the edition of The Week Ahead, Chris Versace discusses the… Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy July 2024 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

MI2 PartnersThoughts From The Divide: No Soup for Lu!

BY JON WEBB
Subscribers will not have been surprised by the return of the tariff monster. In our June Research Dossier, “When Fiscal Dominance Met De-Globalization” we wrote, In essence, Trump’s team decided that the correct sequencing involved getting the Big Beautiful Bill (BBB) deal across the line before subsequently circling back to tariffs. Doing it in this order prevents Congress from tying support for the budget to tariff special pleading, giving the Trump team much more freedom of manoeuvre. Moreover, the massive fiscal stimulus (CBO) implicit in the BBB presents an implicit case for budget hawks to reverse some of the fiscal damage with tariffs.” Read more →
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