Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Sector: Consumer
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.
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2026 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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U.S. Automakers Regain Market Share as EV Challenges Grow
Fundamental, Research, Video
U.S. automakers are regaining dominance over smaller firms and EV startups.
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China’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.
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