Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Sector: Financials
Global U.S. Banks: Q1 2026 Earnings Preview
Fundamental, Research
2026 outlook is driven by strength in capital markets, asset and wealth management, and stable treasury and corporate services.
Read more
Private Credit: Hyperscaler Market Risk Exposure
Fundamental, Research
A critical risk is emerging in private credit's AI infrastructure lending boom.
Read more
Health Care: Defensive Alternatives in a Volatile Energy Price Environment
Fundamental, Research
When oil shocks hit, health care holds steady.
Read more
Four Major Tailwinds Reshaping the Brokerage Industry
Fundamental, Research, Video
Four key growth drivers for modern brokerages.
Read more
2026: The Year Crypto Goes Institutional
Fundamental, Research, Video
Why 2026 Could Be Crypto's Institutional Breakthrough Year
Read more
Proposed 10% Credit Card Rate Cap: Impact Analysis
Fundamental, Research, Video
Major financial stocks plunged on Monday (1/12/2026) after Trump's surprise 10% credit card...
Read more
The Credit Card Renaissance: Building Tomorrow’s Payment Empire
Fundamental, Research
Discover why CFRA’s top Financials analyst is calling 2026 a breakout year for credit card issuers...
Read more
Global U.S. Banks: 2026 Outlook & Q4 Earnings Preview
Fundamental, Research
Global M&A surged 49% in 2025. Equity and debt markets posted double-digit growth.
Read more
European Banks 2025 Outlook: Can the Rally Extend into 2026?
Fundamental, Research
CFRA’s new Thematic Research reveals why European banks’ record rally could extend further — and which names stand to benefit most.
Read more
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