Chief Global Macro Strategist, Ned Davis Research
Joseph Kalish is the Chief Global Macro Strategist for Ned Davis Research Group. As Chief
Global Macro Strategist of the Macro Group, he has been following and studying financial and
economic trends for over 30 years. He and his team are responsible for all of the firm’s bond and
economic analysis.
Joe authors several Macro Insights publications. On the fixed income side, he writes the Credit
Comment, a high frequency, quick look at developments in the credit markets. Additionally, he
is the editor of the Bond Market Focus, a monthly strategy publication on fixed income. Joe is a
regular contributor to other Macro Insights publications, including Trends & Themes and the U.S.
Economic Outlook and Comment, which analyzes all of the day’s U.S. economic reports and other
relevant events.
The Macro team also assists the firm’s equity strategists by identifying relevant economic trends
and fundamental themes and providing historical market perspectives. They collaborate with the
Global Asset Allocation team and provide economic analysis through global and regional commentary.
They also work closely with the Sector Strategy team in helping to formulate the economic outlook
for the major sectors of the economy. In recent years, Joe has been particularly focused on credit
trends and credit-sensitive sectors of the economy, including residential and commercial real estate,
banking, manufacturing, and trade and has written extensively on these topics.
In addition to the bond and economic analysis, Joe has held a number of other positions since
joining the company in July 1986 including: editor of Industry Watch (an analysis of equity group
trends), editor of Techno-Fundamental Ranks (a stock screening service), and associate editor of
Stock Market Strategy. Joe was also a portfolio manager and trader for an equity mutual fund
for five years.
Joe is a member of the National Association for Business Economics. He is regularly quoted
and interviewed by the financial media in the U.S. and internationally.
Joe received his Bachelor of Science degree in Information Systems Management cum laude
from the University of Maryland and his Master of Business Administration degree in Finance,
with distinction, from Stern School of Business of New York University.
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