Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Sector: Consumer
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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Sector Roundup: Q1 2026 Portfolio Positioning
Fundamental, Research
CFRA's sector-by-sector roundup for Q1 2026, with a focus on the impact of the Iran conflict.
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Crude Awakening: Portfolio Positioning for an Energy Shock
Fundamental, Research
Expected sector winners & losers of an oil price shock.
Read more2026 Equity Market Outlook
Fundamental, Video
Discover what’s shaping the market narrative heading into 2026.
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Outlook 2026: Position Your Portfolio for What’s Next
Fundamental, Technical, Webinar
Are you prepared for the market shifts ahead? As 2025 draws to a close...
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2025 Holiday Shopping Preview: Payment Flexibility Wins When Wallets Tighten
Fundamental, Research, Video
Amid ongoing inflationary pressures tightening household budgets, a subtle payment revolution...
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Liberation Groundhog Day
Fundamental, Research
Global markets are facing renewed turbulence as U.S.-China trade tensions escalate, with President Trump announcing 100% tariffs on Chinese imports.
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