Financial & Policy Research Insights

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

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.

This report delivers data-backed, actionable insights into the shifting dynamics of the pizza QSR market.

This report delivers data-backed, actionable insights into the shifting dynamics of the pizza QSR market.

Get expert insights into how policy risks, patent cliffs, AI innovation, and tariffs are reshaping the biopharma sector in 2025.

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.