Deep Analysis
Long-form research and cross-asset strategy.
Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.
🔓 Expert View — Research Pack
20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.
Contact Sales to UnlockLatest Research
Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
Themes
- AI infrastructure compute build-out
- GCC sovereign capital deployment
- Asia semi cycle phase reading
- Energy transition vs petrostate cashflow
Latest in Deep Analysis
30 stories
If History Is Any Guide, This Is What Happens Next for the Crypto Market
The month of July may get investors' hopes up -- only to quickly dash them.…
Buffett delays annual donation to Gates Foundation pending review of Jeffrey Epstein ties: WSJ
This comes as the foundation continues to review its ties to the late sex offender Jeffery Epstein.…
Oil Is Below $70, but the Federal Reserve's June Inflation Forecast Has an Unpleasant Surprise in Store for Wall Street
Plunging crude oil prices don't tell the full story about inflation.…
This Gold-Standard Forecaster Predicted 4.2% Inflation Months Before the Fed. Here's What They Think Is Coming Next for U.S. Investors.
The outlook is concerning, but one potential scenario is disastrous.…
Here's Why the Market Could Crash Under Trump
Storm clouds are gathering over this economy.…
Why Amazon, Alphabet, and Other Tech Stocks Popped Today
AWS and Google Cloud could be in store for larger-than-expected gains.…
Is Ethereum's Golden Goose Finally Cooked?
Sentiment about the coin is in the dumps, and it's no surprise why.…
Why Iridium Stock Soared Today
The satellite specialist is merging with a rocket launch leader.…
Japan is raising visa fees by up to 400% for the first time in nearly 50 years. Here's why
A single entry visa will climb to 15,000 yen, from the 3,000 yen charged currently, while multiple entry visas will cost 30,000 yen, up from the 6,000 yen now.…
Why Delek Holdings Stock Popped on Monday
An analyst upgraded his recommendation on the downstream oil company.…
Why Palantir Stock Is Up Today
A partnership with an artificial intelligence (AI) titan has investors intrigued.…
Why Comcast Stock Rallied Today
The cable giant is divesting its legacy media businesses.…
Why Copart Stock Stumbled Today
There was some significant news from its C-suite.…
Why Tenable Stock Raced Higher Today
The company's achievement of a new certification had investors racing to click the buy button today.…
Which Is the Better Short-Term Bond ETF for Income and Safety: iShares' ISTB or Schwab's SCHO?
These portfolio anchors differ in bond mix, volatility, and income approach. See how each ETF aligns with your fixed income strategy.…
Value stocks beat growth when inflation is high. Here are 13 stocks top newsletters are betting on now.
Many portfolio experts are wrong about what drives value outperformance. This single metric explains why.…
Down 35% on Artificial Intelligence (AI) Panic: Why Smart Investors Are Loading Up on Microsoft Stock
Microsoft rarely gets this cheap.…
Rocket Lab Is Set to Acquire Satellite Telecom Giant Iridium for $8 BIllion
Rocket Lab's strategy appears similar to SpaceX and its Starlink satellite business.…
Our rating, price target and outlook for newly spun off Honeywell Aerospace
Given the robust backlog, streamlined operations, and high demand for its products, we see plenty of upside in our newest position.…
Why AST SpaceMobile Keeps Gaining
AST SpaceMobile shares surged after the company confirmed its newest satellites are alive and well in orbit.…
Which Is the Better Total Market ETF: Vanguard's VTI or State Street's SPTM?
Compare diversification, income, and fund size as two low-cost ETFs compete for total market exposure. Subtle differences could impact your portfolio strategy.…
Why Cerebras Stock Is Skyrocketing Today
This AI stock is winding down June on a bullish note.…
Why Verizon Fell Today
Verizon fell amid multiple industry headlines and was also booted from the Dow Industrial Average.…
SpaceX Just Lost $600 Billion in Value in Less Than Two Weeks. That's Why I'm Buying Bitcoin.
The world's most valuable cryptocurrency is still a better buy than the world's biggest IPO.…
Eli Lilly, Regeneron among first companies selected for FDA initiative to speed review of new manufacturing facilities
Eli Lilly and Regeneron are among the first seven companies the FDA has selected for its PreCheck Pilot Program, CNBC has learned.…
I Used to Think a Traditional IRA Was Better. Here's Why I Changed My Mind.
My perspective on retirement savings has changed for a few very good reasons.…
Why Axon Enterprise Stock Popped Today
The law enforcement tech stock gained on news that President Trump bought shares.…
Why Micron Stock Just Dropped
Are cheap Chinese chips coming to steal Micron's market share -- and profits?…
CNBC Points Pro: What's the smartest way to use my travel rewards?
Points expert Jason Stauffer explains how to get the most value from your credit card rewards.…
The house edge has moved to Singapore for this casino operator. Why the stock is a buy now
Don't let the name fool you: Despite being headquartered in Nevada, Las Vegas Sands doesn't operate a U.S. casino. Instead, it's focused on fast-growing markets…