Financial & Policy Research Insights

Learn which medical device companies are best positioned to weather trade disruptions.

This report provides a comprehensive breakdown of trade dynamics, political developments, and company-specific factors shaping the future of the logistics sector.

CFRA’s latest stock report on UnitedHealth Group ($UNH) outlines a sharp downgrade to Sell amid DOJ fraud investigations and reduced earnings guidance.

This report examines the deceleration of the private equity flywheel, highlighting the downstream effects on ALT firm monetization, fundraising, and exit strategies in 2025.

This report analyzes the market impact of Moody's U.S. credit downgrade, rising national debt, and the looming wave of Treasury issuance.

Temporary tariff cuts ease pressure on U.S. retailers, but inflation and supply chain challenges remain.

This report reveals the automakers gaining ground in global markets and those at risk of falling further behind, with implications for long-term performance and equity positioning.

Explore CFRA’s deep-dive on how Rocket Lab is redefining satellite launch economics and end-to-end space systems.

Global electronics manufacturing is on the verge of a cyclical recovery. This CFRA report outlines how EMS providers like Jabil, Flex, and TE Connectivity can ride the next wave of growth driven by EV adoption, healthcare tech, and diversification beyond IT and telecom.

CFRA’s April 2025 thematic outlook highlights why gold prices remain strong, why miners are poised to outperform, and how investors can position for the next leg higher.