Go further with industry-leading insights

Hear what’s driving a boom in natural gas pipeline development and what it could mean for midstream companies and customers’ utility bills, particularly in the Northeast.

Hyperscalers and sovereign AI remain two main drivers as we see AI on track to become a $1tn industry by 2030. See what’s next as AI transitions from thinking to doing.

Updates to banking regulations should usher in several positive outcomes for banks and will be critical in determining whether stablecoins are a risk or an opportunity.

After a peak in travel demand in December 2024, the tide turned by March 2025. See why we find silver linings in cruises, regional gaming and some international destinations.

Even with pressure from tariffs and inflation, see why we think discount stores can outperform in an uncertain environment while maintaining some long-term positive drivers.

Superior risk-adjusted returns have underpinned private credit growth. In an adverse economic scenario, we expect the asset would fare better than many others.

Order up: Inflation of restaurant prices has outpaced the overall rate. Hear about the impact on quick service, why we remain bullish on fast casual, the impact of AI and more.

See signs indicating whether we may bounce out of a prolonged freight recession and why rail looks strong in the interim with improved service and share gains over trucking.

See how policy uncertainty, including sector-specific tariffs and pricing pressures, could reshape the biopharmaceutical industry over the next several years.

As Europe has agreed to nearly double their defense spending as a share of GDP and the U.S. looks to build its Golden Dome, hear about the impact on U.S. defense contractors.