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Financial & Policy Research Insights
Sector: Consumer
European Maritime Logistics: Overcapacity and Subdued Demand Sink Freight Rates
Fundamental, Research
Maritime logistics are grappling with a new reality characterized by plummeting market freight...
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Consumer Staples: Risks From Anti-Obesity Medications Likely Overblown
Fundamental, Research
Anti-obesity medications (AOMs), including glucagon-like peptide-1 (GLP-1) agonists...
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Amazon: $7+ EPS by 2025 Could Be the Next Catalyst
Fundamental, Research
Wall Street has historically valued AMZN shares using nontraditional relative valuation metrics.
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Hong Kong Investment Property: Retail Is a Bright Spot Amid Dismal Office
Fundamental, Research
Hong Kong’s tourist arrivals and retail sales have picked up since...
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APAC Tobacco: Limited Contributions from Reduced-Risk Products
Fundamental, Research
Despite increased adoption of reduced-risk products (RRPs) since 2014...
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Holiday Outlook – Apparel & Footwear Retail
Fundamental, Video
American consumers have shown remarkable resilience in 2023 despite the challenges...
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CFRA Asia Broadcast: 2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven
Fundamental, Webinar
The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...
Read more2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven
Fundamental, Webinar
The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...
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2023 Holiday Outlook and the U.S. Consumer
Fundamental, Webinar
As the holiday shopping season kicks off seemingly earlier each year...
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Airlines: Unit Costs have Airlines Screaming Mayday
Fundamental, Research
Airlines continue to struggle as rising unit costs (fuel, labor and maintenance) impact the sector’s...
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