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Financial & Policy Research Insights
Research Type: Fundamental
The Weakening Link Between Treasury Yields and Utility Valuations in an AI-Driven Growth Era
Fundamental, Research
AI Is Reshaping Utility Valuations as Data Center Demand Surges
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U.S. Midterms 2026: Election Implications for Markets, Sectors, and Policy
Fundamental, Policy & Legal, Webinar
A data-driven assessment of the 2026 midterms, including political outlook, markets, sectors, and policy.
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Hyperscalers & Neoclouds: AI Monetization and Surging Purchase Commitments
Fundamental, Research
AI Monetization Is Real: Cloud Backlogs Double to $2.5T as Hyperscalers Lock In Supply
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2027 Energy Outlook
Fundamental, Webinar
2027 Energy Outlook: Crude Price Scenarios, Geopolitical Risk, and CFRA's Top Sector Picks
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Autos: Key Trends Likely to Drive Winners & Losers
Fundamental, Research
Weak U.S. and China Sales Drive Strategic Diversification at GM, Ford, and BorgWarner
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AI Disruption Is Coming for Regional Banks
Fundamental, Research
AI Agents Threaten Regional Bank Profits by Exposing Deposit Rate Gaps and Squeezing Margins
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Sector Roundup: Q2 2026 Portfolio Positioning
Fundamental, Research
Q2 2026 Sector Roundup: Where Fundamental, Technical, and Policy Research Converge on Portfolio Positioning.
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The AI Economy – A Sector-by-Sector Assessment of AI’s Impact on Labor, Costs, and Revenue
Fundamental, Research
AI's Sector-by-Sector Reckoning: CFRA Maps Labor, Cost, and Revenue Impacts Across All 11 GICS Sectors.
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CFRA Called It: A Mid-Year Look-Back at the 2026 Annual Forecast
Fundamental, Research
Seven months into 2026, CFRA is grading its own Annual Forecast against the market and the wins were decisive.
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U.S. Hotels: Early Signs of a World Cup Pricing Boost?
Fundamental, Research
World Cup host cities are driving hotel pricing power, with ADR growth nearly three times that of non-host markets.
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