Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Sector: Consumer
Private Credit: Hyperscaler Market Risk Exposure
Fundamental, Research
A critical risk is emerging in private credit's AI infrastructure lending boom.
Read more
Crude Awakening: Portfolio Positioning for an Energy Shock
Fundamental, Research
Expected sector winners & losers of an oil price shock.
Read more
2026 Equity Market Outlook
Fundamental, Video
Discover what’s shaping the market narrative heading into 2026.
Read more
Outlook 2026: Position Your Portfolio for What’s Next
Fundamental, Technical, Webinar
Are you prepared for the market shifts ahead? As 2025 draws to a close...
Read more
2025 Holiday Shopping Preview: Payment Flexibility Wins When Wallets Tighten
Fundamental, Research, Video
Amid ongoing inflationary pressures tightening household budgets, a subtle payment revolution...
Read more
Liberation Groundhog Day
Fundamental, Research
Global markets are facing renewed turbulence as U.S.-China trade tensions escalate, with President Trump announcing 100% tariffs on Chinese imports.
Read more
U.S. Automakers Regain Market Share as EV Challenges Grow
Fundamental, Research, Video
U.S. automakers are regaining dominance over smaller firms and EV startups.
Read more
China’s Solar Chain: Why Overcapacity Still Threatens Profitability in 2025
Fundamental, Research
CFRA’s thematic research reveals why China’s solar overcapacity problem remains unresolved and what it means for Tongwei, JA Solar, LONGi, and TCL Zhonghuan.
Read more
Walmart’s E-Commerce Profit Breakthrough: What It Means for Retail’s Future
Fundamental, Research
Discover how Wal-Mart reshaping margins, competition, and the digital retail landscape.
Read more
U.S. Railroads Staying on Track: 2025 Outlook Amid Tariffs & AI Disruption
Fundamental, Research
Despite macro uncertainty, U.S. railroad volumes are climbing—discover which operators are poised to benefit most in 2025 and beyond.
Read more