Commentaries & Views

Jefferies Analysts, Strategists and Economists provide real-time thought leadership across the global financial markets, offering insights and new ideas for or clients on a range of topics, including market strategy, economics, equity, fixed income, and foreign exchange.

2019 State of Our Union: The Future is Already Here

In this annual, forward looking piece – we lay out our vision for the next twelve months and dig into the invisible forces propelling our industry forward.

February 13, 2019

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Clients Are Asking

Shannon Murphy, Jefferies Head of Strategic Content – Prime Services, discusses why investment companies are in view, what’s top of mind for allocators and how hedge funds look in social media’s “10 Year Challenge.”

February 11, 2019

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Big on the Internet - Quip, James Charles Beauty Palette

T.J. Thornton, Jefferies Head of U.S. Equity Product Management and Consumer Analysts, Kevin Grundy and Stephanie Wissink highlight brands and products trending on the Internet.

February 6, 2019

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What's Up in A&D: Survey Says

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, recently published three surveys on Commercial Aftermarket, TDG Pricing, and Biz Jet Sentiment.

January 28, 2019

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What's Up in A&D: FCF and Capital Deployment in 2019 and The Defense Opportunity Set

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, recently published two reports that asked the questions: Who Benefits Most from FCF and Capital Deployment in 2019? Where is FCF a differentiator in 2019?

January 28, 2019

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Real Estate Isn't Complicated...Relationships Are

David Katz, Jefferies Equity Research Analyst – Gaming, Lodging & Leisure, says the relationship between hospitality real estate owners and branded operating companies continue to evolve.

January 25, 2019

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Mild Housing Recession Priced In, But Picking Our Spots

Phil Ng, Jefferies Equity Research Analyst – Building Products and Construction Materials explains that with the sector beaten up and sentiment bottoming, we believe the setup is favorable for Building Products.

January 24, 2019

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CES 2019 Takeaways - Auto Tech Content Opportunities Evident

David Kelley, Jefferies Equity Research Analyst – Auto Tech & Connected Mobility says that the industry continues to make strides in active safety & connectivity across numerous related segments.

January 23, 2019

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2019 Aerospace and Defense Outlook

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, prefers Commercial Aerospace as the top sub-sector with BA and HEI as top picks.

January 17, 2019

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2019 Global Macro Economic Landscape

David Zervos, Chief Market Strategist for Jefferies, discusses three important stories that will play out in 2019.

January 25, 2019

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Global Asset Allocation: Boundary Changes

Sean Darby, Chief Global Equity Strategist for Jefferies, highlights factors that will drive share prices in 2019.

January 16, 2019

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U.S.: Time for An Upgrade

Sean Darby, Chief Global Equity Strategist for Jefferies, discusses his thoughts on upgrading the S&P 500 within our global asset allocation to modestly bullish.

January 14, 2019

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2019 Software Outlook

John DiFucci, Jefferies Equity Research Analyst – Software, says that secular forces remain very strong, and while there are real macro and valuation concerns, indications are that IT spending-trends will remain supportive in key markets.

January 13, 2019

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2019 Outlook Household Consumer Products and Beverages

Kevin Grundy, Jefferies Equity Research Analyst – Household Products and Beverages, says we expect 2H18 sector outperformance to continue for the HPC/Bevs group in '19 w/macro risk driving a flight to safety.

January 11, 2019

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JefData Takes

Richard Carbone, Jefferies Data Strategist, gives his 2019 predictions and compares to 2018.

January 11, 2019

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SMID Cap: Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, provides positioning inside of the SMID Caps along with his Over Weight, Under Weight, Market Weight sectors.

January 9, 2019

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2019 Economic Outlook

Ward McCarthy, Chief Financial Economist for Jefferies, shares his views for 2019.

January 6, 2019

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Jefferies Holiday 2018 Video Game Survey Results

Tim O’Shea, Jefferies Equity Research Analyst – Internet and Interactive Entertainment, and his team surveyed 500 core gamers in the U.S. to determine what games are over- and under-performing this holiday season.

December 28, 2018

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December FOMC Meeting

Ward McCarthy, Chief Financial Economist for Jefferies, responds to the December FOMC Meeting.

December 21, 2018

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The Beach is Lovely This Time of Year

David Katz, Jefferies Equity Research Analyst – Gaming, Lodging & Leisure, says our property management tours of Atlantic City suggest an evolving market.

December 21, 2018

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Jefferies 2019 SMID-Cap Fearless Forecast

Steven DeSanctis, U.S. Equity Strategist for Jefferies, shares an optimistic year-ahead forecasting 7% Upside in 2019.

December 13, 2018

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Understanding Recent Market Action

Sean Darby, Chief Global Equity Strategist for Jefferies, explains factors behind the recent volatility in share prices and how we expect the markets to perform running into 2019.

December 13, 2018

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Jefferies 2018 Energy Conference Takeaways and Reinstatement of FANG

Mark Lear, CFA, Jefferies Equity Research Analyst - Oil & Gas Exploration & Production, explains how sentiment for the E&P space continues to deteriorate, while the mood among operators remains slightly more optimistic.

December 6, 2018

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Clients Are Asking

Shannon Murphy, Jefferies Head of Strategic Content – Prime Services, discusses five important themes for 2019.

December 4, 2018

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U.S. & China: Divergent Policies

Sean Darby, Chief Global Equity Strategist for Jefferies, discusses the similarities and differences between the U.S. and China equities markets.

November 20, 2018

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Bridging the GAAP to ASC 606

John DiFucci, Jefferies Equity Research Analyst – Software, recaps his recent report that is a primer on how the new accounting standards, collectively referred to as ASC 606, apply to software companies.

November 5, 2018

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Clients Are Asking

Shannon Murphy, Jefferies Head of Strategic Content – Prime Services, discusses what clients should know about SPACs, which are now 20% of the U.S. IPO market.

November 2018

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Initiations of ServiceNow and HubSpot

Samad Samana, Jefferies Equity Research Analyst – Software, discusses initiated coverage on 8 companies. In this video, we summarize our top 2 investment ideas: ServiceNow and HubSpot.

October 24, 2018

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Jefferies Disrupt Summit: Techonomy 2020

Brent Thill, Jefferies Equity Research Analyst – Technology, discusses key takeaways from Jefferies hosted leaders across various industries to explore how companies today are rewriting old business models and developing new-innovation ecosystems.

October 23, 2018

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What's Up in A&D: HON Aero Deep Dive & HRS/LLL Merger

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, recently published a deep dive note on HON's Aero business. We maintain our bullish view that the Aerospace business is under appreciated and raised our segment estimates by 5%.

October 20, 2018

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Valuation on Our Minds - and in Our Face

John DiFucci, Jefferies Equity Research Analyst – Software, says like most investors, valuation has been prominently on our minds lately.

October 24, 2018

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Jefferies Prime Services Monthly: Don’t Take Your Capital for Granted

We’ve anecdotally heard how much the capital raising and retention landscape has changed. The latest third quarter hedge fund industry flow numbers bear this out, and underscore important lessons heading into year end and for 2019.

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Jefferies Healthcare Temperature Check

We are delighted to introduce the inaugural Jefferies Healthcare Temperature Check report. We have launched the report to coincide with our 9th Annual Global Healthcare Conference in London...

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