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

Ned Davis Research: See the Signals Podcast
Claim This Podcastby Ned Davis Research
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Podcast Overview
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
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Publishing Since
2/14/2024
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Recent Episodes

June 16, 2026
See the Signals, Episode 32
<p>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.</p><p><br></p><p>-------</p><p>S1:E32</p><p><br></p><p>For more insights, visit our blog: https://info.ndr.com/ndr-signals</p><p><br></p><p>Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us</p>

May 19, 2026
See the Signals, Episode 31
<p>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.</p><p>-------</p><p>S1:E30</p><p><br></p><p>For more insights, visit our blog: https://info.ndr.com/ndr-signals</p><p><br></p><p>Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us</p>

April 13, 2026
See the Signals, Episode 30
<p>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. </p><p>-------</p><p>S1:E30</p><p><br></p><p>For more insights, visit our blog: https://info.ndr.com/ndr-signals</p><p><br></p><p>Sign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us</p><p></p>
32 total episodes available
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