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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.

Vikram Bagri

Stocks, Sceneries and Surveys

Vikram Bagri, Jefferies Equity Research Analyst – Energy, with the first edition of Stocks, Sceneries and Surveys, a video series in which he discusses recent research, reviews client feedback on covered stocks, and presents survey work pertaining to hotly debated topics in the space.

September 9. 2020

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Edward Mundy

What Could A Vaccine Mean for Beverages?

Edward Mundy, Jefferies Equity Research Analyst – Beverages, says as the debate moves from on-trade re-openings to the impact of a vaccine, we consider which stocks would have the most to gain from a successful vaccine announcement.

September 4, 2020

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Chris Sighinolfi

Energy Facts & Life Hacks

Chris Sighinolfi, Jefferies Equity Research Analyst – Energy, with another installment of Energy Facts & Life Hacks video series. This week he explores the rise in U.S. natural gas prices, highlights NFG as an attractive way to play improving natural gas fundamentals, and illustrates how to prepare Maine's most recognizable crustacean, the lobster.

August 25, 2020

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Aerie's Time to Shine: AEO Shares Could Double, Lifting PT

Janine Stichter, Jefferies Equity Research Analyst – Department Stores & Specialty Softlines, discusses AEO's Aerie, which stands out as a unique bright spot in retail, with a path towards sustainable revenue growth.

August 20, 2020

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Insight: Virtual Back To School Report Highlights

Steph Wissink, Jefferies Equity Research Analyst – Consumer Products, discusses how back to school is going virtual with kids at home and how time & wallet share will be different.

August 18, 2020

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Energy Facts & Life Hacks 

Chris Sighinolfi, Jefferies Equity Research Analyst – Energy, is back with another installment of Energy Facts & Life Hacks video series, which presents energy market analysis and offers a tip, skill, or hobby we hope will prove useful, or at least entertaining, in your homebound life.

August 17, 2020

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Statistical Model Predicts Timing of Vaccine Phase III Data Soon

Jefferies Equity Research Analysts - Biotechnology, Michael Yee and Chris Howerton, conducted a deep dive statistical analysis of the Phase III study of MRNA's COVID-19 vaccine to determine 1) when data could be ready and 2) whether the study is sufficiently powered to achieve stat sig.

August 3, 2020

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Ciena’s WDM Market Share Opportunity – Another Layer Deeper

George Notter, Jefferies Equity Research Analyst – Telecom & Networking Equipment, continues to like Ciena shares and see them as a major beneficiary of market share consolidation in Optical systems.

August 3, 2020

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Tobacco Feedback: No One Cares About Cigarettes

Owen Bennett, Jefferies Equity Research Analyst – Cannabis and Tobacco, says money on the sidelines is giving cigarettes no terminal value.

July 29, 2020

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Structural Shifts Point to Rising US SAAR; TEL Upgrade

David Kelley, Jefferies Equity Research Analyst – Auto Tech & Mobility, summarizes takeaways from two recently published notes.

July 26, 2020

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Iron Ore/Coal Demand Growth to Slow but Shipping to Strengthen

Chris LaFemina and Randy Giveans, Jefferies Equity Research Analysts’, forecast shipments of iron ore and coal to increase at a CAGR of just 1% from 2019-2025; however, slower growth does not necessarily mean lower freight rates.

July 19, 2020

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Don’t Stand So Close To Me: A Survey of Consumer Behavior & Intentions

Director of Research, Michael Eastwood, discusses Jefferies' recently published U.S. consumer survey, focused on how Americans intend to spend the summer, when they expect to return to work and how they intend to spend money over the next 12 months.

July 16, 2020

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Thriving or Just Surviving - Upgrading E&P Cashflow Winners

Mark Wilson, Jefferies Equity Research Analyst – Energy, published a new E&P valuation framework combining NAV & EV/EBITDA to better capture near-term cash optionality because Jefferies' cash netback analysis points to clear winners in the new world order of - at least for now - adequate supply/demand.

July 16, 2020

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Traffic Monitor Shows TJX on the Rise

Janine Stichter, Jefferies Equity Research Analyst – Department Stores & Specialty Softlines says footfall data suggests traffic reaching roughly 'normal' levels for off-price retailers, including Buy-rated TJX. Combined with higher conversion/basket, we expect comps are still running positive.

July 10, 2020

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Flavio's Luxury Fruit Salad...How the Sector Evolves

Flavio Cereda, Jefferies Equity Research Analyst – Luxury Goods, asks, how has the Luxury Sector evolved in the last 20 years and is the Chinese consumer the only real engine of growth?

July 6, 2020

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Planet Fitness CEO 1 on 1 Talkin' Tech... Next Big Value Creation Driver

Randy Konik, Jefferies Equity Research Analyst – Lifestyle & Growth Platforms, conducted a nearly 40-minute interview with the CEO discussing all things technology at PLNT.

July 1, 2020

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It's Good To Be The Kings

David Katz, Jefferies Equity Research Analyst – Gaming, Lodging & Leisure, says DKNG is among the best positioned to capitalize on the growth of digital/sports wagering in the U.S., which we believe is in the initial stage of a decade-long acceleration.

June 24, 2020

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The Bull Case for Japanese Integrated Steelmakers

Thanh Ha Pham, Jefferies Equity Research Analyst – Metals, thinks that Japanese blast furnaces have reached the bottom with production below 60% and more than a third of their facilities are currently being idled.

June 22, 2020

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Churn Tracker: End of the Reprieve

Jerry Dellis, Jefferies Equity Research Analyst – Telecom, says in hard lockdown markets, churn has rebounded close to pre-lockdown levels with challengers regaining momentum in France (BYG/SFR) and Italy (ILD).

June 16, 2020

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View From 30,000 Feet

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, in this video installment of What's Up in Aerospace & Defense, reviews our recent Views from 30,000 Feet.

June 11, 2020

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What’s Up in A&D: Avaition Summit

This edition of What's Up in A&D highlights some key takeaways from our Business Aviation Summit.

June 9, 2020

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SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, in his monthly "video," highlights Green Shoots in small caps including the revision ratios ticking higher and '20 profits have bottoming for now at an UGLY -51%.

June 5, 2020

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Energy Facts & Life Hacks

Chris Sighinolfi, Jefferies Equity Research Analyst – Energy, with another installment of our Life Hacks & Energy Facts video series.

June 5, 2020

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UK Housebuilders: Survey Results Suggest Underpin of Demand

Glynis Johnson, Jefferies Equity Research Analyst – Building, Construction & Housebuilders, discusses Jefferies Proprietary UK Consumer Survey, which suggests a positive underpin of demand to move home in the UK.

June 2, 2020

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