Stay Ahead of Market & Policy Shifts

Financial & Policy Research Insights

Filters
U.S.-China Trade Deal: Winners, Losers & Inflation Risks for Retail

U.S.-China Trade Deal: Winners, Losers & Inflation Risks for Retail

Fundamental, Research
Temporary tariff cuts ease pressure on U.S. retailers, but inflation and supply chain challenges remain.
Read more
Automakers Winning and Losing Market Share in 2025

Automakers Winning and Losing Market Share in 2025

Fundamental, Research
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.
Read more
State Policy Risks Mount for Healthcare REITs Ahead of 2026

State Policy Risks Mount for Healthcare REITs Ahead of 2026

Policy & Legal, Research
Why New State Legislation Could Upend Business Models for CTRE, MPW, OHI, SBRA, and WELL.
Read more
Rocket Lab USA: Disrupting the Satellite Launch Market with Vertically Integrated Space Solutions

Rocket Lab USA: Disrupting the Satellite Launch Market with Vertically Integrated Space Solutions

Fundamental, Research
Explore CFRA’s deep-dive on how Rocket Lab is redefining satellite launch economics and end-to-end space systems.
Read more
What’s Next in Healthcare Policy: Navigating Headwinds and Tailwinds for 2H

What’s Next in Healthcare Policy: Navigating Headwinds and Tailwinds for 2H

Policy & Legal, Webinar
In the first 100 days of the Trump administration, healthcare has shifted...
Read more
Major Policy, Legal, and Market Shifts to Watch in Q2 2025

Major Policy, Legal, and Market Shifts to Watch in Q2 2025

Policy & Legal, Research
Get actionable insights into trade disputes, healthcare reform, defense funding, tech regulation, and energy market shifts with Washington Analysis’ comprehensive Q2 2025 outlook.
Read more
Legal Challenges to Trump’s Tariffs Are Gaining Strength

Legal Challenges to Trump’s Tariffs Are Gaining Strength

Policy & Legal, Research
Get exclusive insights into the lawsuits challenging IEEPA tariffs and what’s next for U.S. trade policy and markets.
Read more
How EMS Providers Can Capitalize on the Coming EV and Electronics Boom

How EMS Providers Can Capitalize on the Coming EV and Electronics Boom

Fundamental, Research
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.
Read more
Why Gold Prices Are Rising and How Investors Can Position for the Next Leg Higher

Why Gold Prices Are Rising and How Investors Can Position for the Next Leg Higher

Fundamental, Research
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.
Read more
Recession Likely in 2025 Based on Tariff Pressures and Consumer Weakness

Recession Likely in 2025 Based on Tariff Pressures and Consumer Weakness

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