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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.

John Hecht

Buy Now, Pay Later

John Hecht, Jefferies Equity Research Analyst – Consumer Finance, discusses how Buy Now, Pay Later is rapidly expanding, with a TAM north of $600B. The industry has a significant growth outlook thru 2024, while our proprietary survey indicates a marked shift in consumer preferences toward these products.

May 30, 2021

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David Zervos

MACRO ZOOM

David Zervos, Chief Market Strategist for Jefferies discusses volatility in upcoming U.S. labor market and inflation data that will likely affect the risk asset, interest rate, currency, and commodity markets over the summer months.

May 26, 2021

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David Katz

Gaming Update and Top Picks

David Katz, Jefferies Equity Research Analyst – Gaming, Lodging & Leisure, says given the considerable management access, important ratings changes and rapidly changing operating environment, we provide an update on our top themes and picks.

May 26, 2021

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Brent Thill

Salesforce: This Ship Is Not Slowing Down

Brent Thill, Jefferies Equity Research Analyst – Internet, Software, Cloud, reports on our survey of 50+ partners along with our recent checks indicate sustained strong fundamental demand.

May 25, 2021

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David Kelley

Auto Tech Download

David Kelley, Jefferies Equity Research Analyst – Auto Tech & Connected Mobility, highlights key themes from recent meetings with APTV, LEA, & VNE including near term schedule visibility & margin implications as well as mix & pricing.

May 24, 2021

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Ken Usdin, Joe Dickerson, Duncan Farr

U.S. and European Banks - Bridging the Recovery

Bank Analysts Ken Usdin and Joe Dickerson discuss with Duncan Farr, Financials Sector Specialist, macro drivers, estimate revisions, policy regulation, credit and capital, industry consolidation, and investor sentiment.

May 19, 2021

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Ken Rumph and Andrew Uerkwitz

Video Games – U.S. Initiations, Feedback, Readacross’

European Video Games Analyst, Ken Rumph and U.S. Interactive Entertainment Analyst, Andrew Uerkwitz converse on recent initiations, addressed feedback, sector outlook, M&A, streaming, subscriptions, and more.

May 12, 2021

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Steven DeSanctis

SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, explains how small is in the midst of the "pause that refreshes" and the lagging in large.

May 9, 2021

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Inflation Market Outlook

Inflation & Market Outlook

Chief Market Economist Aneta Markowska, Global Head of Equity Strategy Chris Wood, and Chief Market Strategist David Zervos discuss their unique views on inflation and its influence on capital flows and asset allocation decisions. U.S. Equity Strategist, Steven DeSanctis moderates.

May 3, 2021

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Janine Stichter

A Look Inside the Closet – Impacts from the Fashion Shift

Janine Stichter, Jefferies Equity Research Analyst – Department Stores & Specialty Softlines, says alternative data, management commentary, and industry checks suggest an emerging fashion cycle, led by a shift in bottoms silhouette and a resurgence in denim.

April 30, 2021

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Simon Powell

The Future of EVs

Moderated by Head of Global Thematic Research, Simon Powell, Global Auto Analysts Philippe Houchois and Alexious Lee speak on high-level trends in electric vehicles, battery technology and autonomous driving, across China, Europe and the U.S.

April 21, 2021

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George Notter

Rural Broadband

George Notter, Jefferies Equity Research Analyst – Telecom & Networking Equipment, says that the rural broadband theme continues to be exciting as a flood of new Federal money coming into the market will drive sizable, long-lasting growth for equipment vendors.

April 27, 2021

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David Katz

Digital Gaming: Four Easy Pieces

David Katz, Jefferies Equity Research Analyst – Gaming, Lodging & Leisure, launches coverage on three companies in the highly dynamic area of digital wagering: GNOG, RSI, and BALY.

April 26, 2021

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Michael Yee

BIIB: Best Large-Cap Risk Reward Story

Michael Yee, Jefferies Equity Research Analyst – Biotech, highlights BIIB, attractive among Large-Caps, scenario analysis, investor feedback, and post-1Q EPS commentary.

April 25, 2021

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Chris Howerton

Biotech Brunch

Chris Howerton, Jefferies Equity Research Analyst – Biotech, discusses the initiation of FNCH, VERU, LVTX, CERC and takeaways from the Microbiome Summit.

April 25 , 2021

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Tobacco Monthly

Owen Bennett, Jefferies Equity Research Analyst – Global Tobacco, takes a look into the regulatory future.

April 22, 2021

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Sheila Kahyaglou

What’s Up in A&D

Sheila Kahyaglou, Jefferies Equity Research Analyst – Aerospace & Defense, presents an updated supply and demand model and discusses the potential Boeing bull case based on production rates and productivity.

April 21, 2021

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Rob Dickerson

Deep Dive Plant-Based Food Space

Rob Dickerson, Jefferies Equity Research Analyst – Food, summarizes findings of plant-based food survey.

April 19, 2021

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Andy Barish

SafeGraph Industry Data and MCD

Jefferies Restaurant Analysts Andy Barish and Alex Slagle explore recent SafeGraph foot traffic data and as it applies to MCD and its Crispy chicken sandwich launch.

April 18, 2021

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Steve Volkmann

Machinery Minute

Steve Volkmann, Jefferies Equity Research Analyst – Machinery, highlights our recent Short Cycle Monitor report that continues a strong run of industrial growth data.

April 16, 2021

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Ag ESG Outlook

Ag ESG Outlook

Jefferies Industrial Analysts Laurence Alexander and Steve Volkmann discuss how extreme weather events, pest migration and disease risk threatens global crop yields while being supportive to crop prices.

April 13, 2021

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Priyal Woolf

Survey Supports Robust Residential Outlook

Priyal Woolf, Jefferies Equity Research Analyst – Building, Construction & Housebuilders, discusses Jefferies' recent proprietary survey of >6,000 consumers in 11 countries suggests COVID-19 has had limited impact on the decision to purchase a home.

April 6, 2021

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Mark Lipacis

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, highlights takeaways from call with U.S.& China Semis Policy Expert, Jacob Parker on the implications of the Executive Order for Semis and China.

April 1, 2021

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Kevin Grundy

Spring U.S. Beer Distributor Survey

Kevin Grundy, Jefferies Equity Research Analyst – Beverages and Household Products, presents takeaways from the U.S. Beer Distributor Survey. He says while seltzers will continue to be a key industry growth driver, distributors have a sharply lower outlook since the Fall.

April 1, 2021

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Ryan Carr

Initiate LoanDepot (LDI) at BUY

Ryan Carr, Jefferies Equity Research Analyst – Real Estate Finance, says investors have agreed with our outlook for market share growth, particularly as LDI is a relatively-newer entrant into the industry, while it is coming from a lower starting point.

April 1, 2021

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Steph Wissink

Takeaways Kohl’s Management Call & Amazon Return Test

Steph Wissink, Jefferies Equity Research Analyst – Consumer Products, recaps recent call with Kohl’s CEO and CFO. Takeaways were greater confidence in a pathway toward superior margins, cross-channel benefits, and cash productivity. She tested the Amazon returns process and can sees why it's traffic, sales, and margin accretive.

March 24, 2021

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Jefferies Equity Research Team

No Longer Window Shopping

Jefferies Equity Research Team talks about stocks best positioned for a surge in consumption. Aneta Markowska, Jefferies Chief Economist looks at PCE growth of 7% in '21 and 4.1% in '22, supported by the latest round of stimulus, more vaccines, better weather and pent-up demand, which should combine to benefit the service sector considerably.

March 15, 2021

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Bret Jordan

Under The Hood: Where Auto Research Happens

Bret Jordan, Jefferies Equity Research Analyst – Autos & Auto Parts, discusses trends in auto part pricing and how accelerating inflation could help auto part retailers "lap" the challenging stimulus driven comps seen in '20.

March 15, 2021

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Steven DeSanctis

SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, discusses Small, Rotation & Down Cap.

March 10, 2021

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Janine Stichter

Views on Off-Price Post Earnings

Janine Stichter, Jefferies Equity Research Analyst – Department Stores & Specialty Softlines, with off-price earnings wrapped up, she discusses key themes. TJX and BURL remain top picks.

March 10, 2021

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Brent Thill

Digital Ad Update - Favor FB, GOOGL,SNAP

Brent Thill, Jefferies Equity Research Analyst – Internet, Software, Cloud, says given the recent pullback, he is increasingly positive on the digital ad industry, which should benefit from a further return of ad dollars in 2021.

March 8, 2021

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David Zervos

MACRO Zoom

David Zervos, Jefferies Chief Market Strategist, in the launch of his MACRO Zoom series, discusses recent volatility in Treasury yields and how that will likely feed back into the risk asset, currency, and commodity markets.

March 1, 2021

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