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Financial & Policy Research Insights
European Banks 2025 Outlook: Can the Rally Extend into 2026?
                                Fundamental, Research                            
                                CFRA’s new Thematic Research reveals why European banks’ record rally could extend further — and which names stand to benefit most.                            
Read moreStagflationary Impulses: A Macro Outlook for Inflation, Growth & Markets
                                Fundamental, Research                            
                                CFRA’s Stagflationary Impulses report explores how inflation, tariffs, and employment risks may shape U.S. markets and portfolio strategies in 2025.                            
Read moreEuropean Energy Outlook: Oil Price Correlations and Equity Impacts
                                Fundamental, Research                            
                                CFRA’s latest research uncovers how shifting oil price correlations are reshaping European energy equities and investor outlooks.
                            
Read moreChina’s Solar Chain: Why Overcapacity Still Threatens Profitability in 2025
                                Fundamental, Research                            
                                CFRA’s thematic research reveals why China’s solar overcapacity problem remains unresolved and what it means for Tongwei, JA Solar, LONGi, and TCL Zhonghuan.
                            
Read moreCrypto ETFs Surge in 2025: Regulatory Tailwinds Drive Record Growth
                                ETF & Mutual Fund, Research                            
                                CFRA’s latest research reveals how 2025’s regulatory shifts are powering record inflows and growth in U.S. crypto ETFs.                            
Read moreHealthcare in the UK: Tailwinds for Healthcare REITs, Life Sciences, AI, Genomics, Wearables, and Private Providers
                                Policy & Legal, Research                            
                                Exclusive research from Washington Analysis breaks down NHS 10-Year Plan investment opportunities across healthcare REITs, AI, genomics, robotics, and pharmacy transformation.
                            
Read moreCybersecurity 2H 2025 Outlook: AI Risks Fuel Demand for Next-Gen Defense
                                Fundamental, Research                            
                                A forward-looking research report analyzing how AI-driven security risks and cloud adoption are reshaping the cybersecurity sector in 2H 2025.
                            
Read moreCFRA Expands Institutional Research Portal to Include Industry Leading Public Policy Research from Washington Analysis
04 August 2025
                                Press Release                            
                                CFRA is announcing a key enhancement to its Institutional Research Portal, a powerful, web-based platform that now gives institutional investors access to its industry-leading Public Policy research from Washington Analysis.                            
Read moreStrategy’s Bold Bitcoin Bet: CFRA’s Deep Dive into MSTR’s 42/42 Capital Plan
                                Fundamental, Research                            
                                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.                            
Read moreAPAC Telcos Unlock Hidden Value: Infra Spin-Offs & Digital Platforms
                                Fundamental, Research                            
                                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.
                            
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