Financial & Policy Research Insights

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.

Explore CFRA’s deep-dive on how Rocket Lab is redefining satellite launch economics and end-to-end space systems.

In the first 100 days of the Trump administration, healthcare has shifted...

Get actionable insights into trade disputes, healthcare reform, defense funding, tech regulation, and energy market shifts with Washington Analysis’ comprehensive Q2 2025 outlook.

Get exclusive insights into the lawsuits challenging IEEPA tariffs and what’s next for U.S. trade policy and markets.

Global electronics manufacturing is on the verge of a cyclical recovery. This CFRA report outlines how EMS providers like Jabil, Flex, and TE Connectivity can ride the next wave of growth driven by EV adoption, healthcare tech, and diversification beyond IT and telecom.

CFRA’s April 2025 thematic outlook highlights why gold prices remain strong, why miners are poised to outperform, and how investors can position for the next leg higher.

CFRA's latest macro report highlights growing recession risks in 2025 due to tariff escalation, inflation concerns, and weakening consumer confidence.