Financial & Policy Research Insights

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

Uncover CFRA’s latest macroeconomic forecast with insights on potential U.S. recession risks, consumer stress signals, and tactical investment shifts for 2025.

The investment banking and brokerage sub-industry is poised to outperform in 2025, driven by pro-business policies from the...

The consumer finance sector has outperformed the S&P 500 over the past year, with credit quality..

Third quarter earnings for property-casualty insurers have begun, with key focus areas including premium...

Regional bank earnings are expected to rebound by over 10% in 2025 due to falling interest rates...

On September 24, 2024, China announced measures to support the stock market, including interest rate cuts...

Major price indexes are at or near all-time highs, supported by Lowry’s indicators and strong market breadth measures.

While many investors have grown more optimistic around the prospects for improved performance within the office real estate...