Financial & Policy Research Insights

Six months into the Trump 2.0 administration, policy is a key driving force of investor outcomes.

Discover how the One Big Beautiful Bill could reshape ETF performance across healthcare, clean energy, defense, and long-term treasuries.

Learn which medical device companies are best positioned to weather trade disruptions.

This report provides a comprehensive breakdown of trade dynamics, political developments, and company-specific factors shaping the future of the logistics sector.

CFRA’s latest stock report on UnitedHealth Group ($UNH) outlines a sharp downgrade to Sell amid DOJ fraud investigations and reduced earnings guidance.

This report examines the deceleration of the private equity flywheel, highlighting the downstream effects on ALT firm monetization, fundraising, and exit strategies in 2025.

This report analyzes the market impact of Moody's U.S. credit downgrade, rising national debt, and the looming wave of Treasury issuance.

Temporary tariff cuts ease pressure on U.S. retailers, but inflation and supply chain challenges remain.

This report reveals the automakers gaining ground in global markets and those at risk of falling further behind, with implications for long-term performance and equity positioning.

Why New State Legislation Could Upend Business Models for CTRE, MPW, OHI, SBRA, and WELL.