Financial & Policy Research Insights

Equity markets are once again setting all-time highs—prompting both optimism and concern among investors.

MSTR has gone all-in on Bitcoin. CFRA breaks down the mechanics behind its $71B crypto bet, the 42/42 capital plan, and the risks that could make or break this high-beta stock.

Asia-Pacific telcos are rapidly monetizing towers, data centers, and fiber to fund digital growth—discover which names stand to benefit most from this structural capital shift.

Discover how Wal-Mart reshaping margins, competition, and the digital retail landscape.

Explore which Canadian banks are poised to thrive abroad and which face headwinds as international expansion accelerates.

Discover why all 22 banks passed the 2025 stress test and which super regionals stand to benefit the most from eased capital requirements.

Explore why compute spending is on track to surpass $1 trillion by 2028 and which companies are best positioned to benefit.

Get ahead of the market in Q3 2025 with expert insights on tariffs, litigation, defense spending, and policy-driven sector disruption across healthcare, energy, and tech.

Despite macro uncertainty, U.S. railroad volumes are climbing—discover which operators are poised to benefit most in 2025 and beyond.

This exclusive CFRA report provides timely macroeconomic insights into the real health of the U.S. economy.