Insights
Access our latest insights & resources
Research Type: Fundamental
Regional Banks: Prepare for Liftoff
Fundamental, Research
Regional bank earnings are expected to rebound by over 10% in 2025 due to falling interest rates...
Read moreChina Equity Strategy: Turning Less Bearish
Fundamental, Research
On September 24, 2024, China announced measures to support the stock market, including interest rate cuts...
Read moreTSLA: Robotaxi Day Preview
Fundamental, Research
TSLA shares have surged ahead of the company's upcoming Robotaxi Day on October 10...
Read moreAdvanced Semiconductor Packaging: Driving Moore’s Law and AI Innovation
Fundamental, Research
Advanced packaging technology is vital for enhancing semiconductor performance, especially for AI.
Read moreEnergy: Gulf Coast Natural Gas May Induce Heartburn
Fundamental, Research
The outlook for natural gas pricing is pessimistic in the near term, especially for key...
Read moreElection 2024: Preview, Review, Rewind?
Fundamental, Policy & Legal, Webinar
With less than 60 days until November 5, can meaningful change still happen, or are we headed for more of the same or worse?
Read moreRecession Risks Rising
Case Study, Fundamental
While CFRA does not see a U.S. economic recession in the near term, we do see growing global economic risks.
Read moreUtilities and AI: A Powerful Combination?
Fundamental, Research
Supported by lower bond yields and subdued inflation, utilities stocks performed much better in the first half of 2024
Read moreThe Fundamental-Forensic Collaboration Effect
Case Study, Fundamental
CFRA is a fiercely independent investment research provider, and our track record of “Sell” ratings is a testament to this independence.
Read moreSecond Half Outlook 2024: Navigating Market Highs and Election-Year Trends
Fundamental, Policy & Legal, Webinar
The performance of the S&P 500 in the first half of the year was particularly robust.
Read more