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Financial & Policy Research Insights
Cloud Backlog Growth Drives AI Enthusiasm: Hope for Sustained Demand
Fundamental, Research, Video
Cloud providers' massive backlog growth and Anthropic's rapid revenue expansion are driving renewed investor enthusiasm for AI infrastructure spending.
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UAE’s OPEC Exit and Oil Price Outlook
ETF & Mutual Fund, Fundamental, Research, Video
Why the UAE's OPEC exit may have limited immediate oil market impact.
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Three Thematic ETFs Likely to Benefit from Energy & Infrastructure National Self-Reliance
Fundamental, Research
Countries' use of natural resources as leverage in conflicts and trade negotiations is driving an emphasis on national self-reliance...
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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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Agentic Commerce: The Next Frontier in Payment Processing
Fundamental, Research
Caydee Blankenship discusses agentic commerce and its impact on payment processing
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Magnificent 7 Earnings Preview: Are Good Fundamentals and Enticing Valuations Enough?
Fundamental, Research
Preview CFRA's Q1 2026 expectations for the “Magnificent 7"
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Canadian Macro: Where It Has Been & Where It Is Going
Fundamental, Research
Jed Lemen dives into Canada's economic landscape and outlook by sector
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Gold in A Fractured World: The Strategic Case for Precious Metals
Fundamental, Research
Matthew Miller, CFA, maintains a bullish outlook on gold despite March’s 19% sell-off...
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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.
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Energy: Beware the “Sugar High” of High Oil Prices
Fundamental, Research
CFRA downgraded the Energy sector to Underweight on April 2, 2026, ahead of what we expect will be a sharp sector correction.
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