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Financial & Policy Research Insights
Sector: Financials
Sector Roundup: Q1 2026 Portfolio Positioning
Fundamental, Research
CFRA's sector-by-sector roundup for Q1 2026, with a focus on the impact of the Iran conflict.
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Agentic Commerce: The Next Frontier in Payment Processing
Fundamental, Research
Caydee Blankenship discusses agentic commerce and its impact on payment processing
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Global U.S. Banks: Q1 2026 Earnings Preview
Fundamental, Research
2026 outlook is driven by strength in capital markets, asset and wealth management, and stable treasury and corporate services.
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Private Credit: Hyperscaler Market Risk Exposure
Fundamental, Research
A critical risk is emerging in private credit's AI infrastructure lending boom.
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Health Care: Defensive Alternatives in a Volatile Energy Price Environment
Fundamental, Research
When oil shocks hit, health care holds steady.
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Four Major Tailwinds Reshaping the Brokerage Industry
Fundamental, Research, Video
Four key growth drivers for modern brokerages.
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2026: The Year Crypto Goes Institutional
Fundamental, Research, Video
Why 2026 Could Be Crypto's Institutional Breakthrough Year
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Proposed 10% Credit Card Rate Cap: Impact Analysis
Fundamental, Research, Video
Major financial stocks plunged on Monday (1/12/2026) after Trump's surprise 10% credit card...
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The Credit Card Renaissance: Building Tomorrow’s Payment Empire
Fundamental, Research
Discover why CFRA’s top Financials analyst is calling 2026 a breakout year for credit card issuers...
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Global U.S. Banks: 2026 Outlook & Q4 Earnings Preview
Fundamental, Research
Global M&A surged 49% in 2025. Equity and debt markets posted double-digit growth.
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