A printed report with TD Cowen Themes 2026 on the cover.
Market Leadership
TD Cowen Research Themes 2026

In this special edition of our annual TD Cowen Research Themes, read the open exchange of ideas between our award-winning research staff and leading global economic leaders.

A Leader in Capital Markets and Banking

Close-up of the U.S. Federal Reserve seal on a banknote.
Financial Services
What a New Fed Chair May Mean for Interest Rates
As Jerome Powell prepares to step down as Federal Reserve chair, who is Kevin Warsh – President Trump's pick to replace him? Hear from Gennadiy Goldberg what might happen next.
 - 22 minutes 17 seconds
Close-up of U.S. one-hundred-dollar bills.
Politics & Policy
The Winter of Our Discontent
Our reporter panel unpacks budgets through 2027, Reconciliation 2.0 and the push for multi?year munitions funding. Hear insights on earnings surprises and a shifted defense strategy.
 - 40 minutes 31 seconds
Close up of a digital display showing the word “Commodities” among financial market prices.
Commodities
Debasement and Demand Send Commodities Roaring Higher
Supply-side constraints are lifting commodity prices, while geopolitical tensions amplify the impact. Explore how debasement trade is further boosting pricing as markets react.
 - 9 minutes
Snow-covered coastal town in Greenland with colorful houses and mountains in the background.
Politics & Policy
Is Chaos a Distraction?
Global tensions have surged since Frank last spoke, with disputes like the U.S. push for Greenland raising risks. Listen to why he hopes cooler heads prevail following Davos.
 - 50 minutes 23 seconds
Business professional in a suit standing in a modern lobby while using a tablet computer.
Communications & Media
Ad Buyer Survey XIV: Will AI Chatbots Disrupt Digital Ads?
Ad buyers in the U.S. see digital ads accelerating as GenAI speeds creation. Watch the full video summarizing how Big Tech stands to gain as AI reshapes targeting and ad formats.
 - 2 minutes

Most Popular Insights

A printed report with TD Cowen Themes 2026 on the cover.
Market Leadership
TD Cowen Research Themes 2026
In this special edition of our annual TD Cowen Research Themes, read the open exchange of ideas between our award-winning research staff and leading global economic leaders.
 - 4 minutes
St. Paul’s Cathedral in London, a historic landmark known for its iconic dome and role in British cultural and religious history, viewed between modern glass buildings with people walking in the foreground.
Economy
Global Strategy Outlook 2026: Carry On My Wayward Growth
U.S. growth may beat expectations in 2026, but inflation remains high. Explore our outlook for the year ahead as foreign investors hedge USD exposure amid de-dollarization.
 - 5 minutes
Close up of a digital display showing the word “Commodities” among financial market prices.
Commodities
Debasement and Demand Send Commodities Roaring Higher
Supply-side constraints are lifting commodity prices, while geopolitical tensions amplify the impact. Explore how debasement trade is further boosting pricing as markets react.
 - 9 minutes
Financial chart with candlestick patterns and data points overlaid on a digital world map background.
Economy
The Impact of Stablecoins and Digital Assets in the U.S.
Stablecoins, tokenized assets and CBDCs are reshaping U.S. finance. Find out how banks and treasuries are adapting as digital assets drive new demand and regulatory change.
 - 14 minutes
Several people sitting behind a table in front of an audience as part of a panel of speakers. The wall behind them is adorned with the TD logo.
Health Care
Therapeutics Conference Thematic Outlook 2026
We share 2026 themes of interest from the TD Cowen Therapeutics Conference. Watch for our outlook in genetic medicine, neurology, the aftermath of FDA volatility and more.
 - 2 minutes 53 seconds
U.S. flags displayed on the exterior of a large office building.
ETFs
U.S. 2025 ETF Recap: The Big Get Bigger
With US$1.48 trillion inflows last year, U.S. ETFs are showing broad investor enthusiasm. Explore the record growth across different ETF classes and what we expect to see in 2026.
 - 5 minutes

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