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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.

Economic Outlook 2021

Aneta Markowska, Chief Financial Economist for Jefferies provides her outlook for 2021.

December 2, 2020

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Sheila Kahyaoglu

What's Up in A&D: Reviewing the Ups and Downs

In this video edition of What's Up in A&D, Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, discuss takeaways from our recent rating changes. We upgraded TDG and SPR from Hold to Buy, while downgrading HON and ESLT from Buy to Hold.

November 25, 2020

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Jonathan Petersen

Last Week in REITs: NAREIT Takeaways

In this video edition of Last Week in REITs, Jonathan Petersen, Jefferies Equity Research Analyst – U.S. NAREITs, talks about our takeaways from the recent NAREIT conference as well as a recap on some big acquisition and capital markets activity by REXR, SPG, and SLG.

November 24, 2020

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Lauren Puffer

ESG Implications From the U.S. Elections

Lauren Puffer, ESG Equity Strategist for Jefferies, provides key takeaways from her conversation with Professor Dan Esty, author of Values at Work: Sustainable Investing and ESG Reporting, including priority focus on climate change, sustainability reporting and international agency transformation.

November 23, 2020

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Chris Howerton

Biotech Brunch

Chris Howerton, Jefferies Equity Research Analyst – Biotechnology, has a good old-fashioned bowl of cereal and provides his views on the week's biotech news.

November 15, 2020

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Owen Bennett

Tobacco Monthly

Owen Bennett, Jefferies Equity Research Analyst – Cannabis and Tobacco, with Tobacco End Game strategies, and some aggressive proposals out of Australia.

November 13, 2020

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Steven DeSanctis

SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, says the backdrop continues to improve for Small and we are optimistic about '21.

November 13, 2020

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David Kelley

Auto Tech Download

David Kelley, Jefferies Equity Research Analyst – Auto Tech & Mobility, discusses coverage implications post-election and post COVID vaccine news.

November 10, 2020

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Sheila Kahyaoglu

What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, with her latest edition of What's Up in A&D, discusses takeaways from recent management meetings with TXT, LMT, and NOC.

November 10, 2020

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Janine Stichter

The (Off)-Price Is Right: Initiate at Buy

Janine Stichter, Jefferies Equity Research Analyst – Department Stores & Specialty Softlines, believes as the smallest and least profitable of the major off-price retailers, we see BURL consistently generating outsized HSD%-LDD% top-line growth + margin expansion, equating to DD% EPS growth and >$13 in LT earnings power, 75% above F'20.

November 5, 2020

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Sheila Kahyaoglu

What's Up in A&D: Earnings Mid Flight Report

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, with her latest edition of What's Up in A&D, she discusses takeaways from recent earnings from RTX, BA, HON, GD, TXT, CACI, BAH, and LHX.

November 2, 2020

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Chris Howerton

Biotech Brunch

Chris Howerton, Jefferies Equity Research Analyst – Biotechnology, makes some Halloween Peak-a-Boo toast and provides his views on the week's biotech news.

October 26, 2020

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Michael Yee, Biren Amin & Jared Holz

Biopharma Fireside Chat with Michael Yee, Biren Amin & Jared Holz

Biotech Video Update: A research run-down on everything we're thinking about and talking about.

October 23, 2020

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Sheila Kahyaoglu

What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, in this edition of What's Up in A&D, she discusses a recent publication on financial benefit analysis on 787 production consolidation in South Carolina.

October 20, 2020

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Steven DeSanctis

SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, discusses the case for small is getting strong.

October 17, 2020

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Owen Bennett

Tobacco Monthly

Owen Bennett, Jefferies Equity Research Analyst – Cannabis and Tobacco, with his video series, The Monthly, summarizing key news flow over the last month while examining one topic in more detail.

October 13, 2020

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Chris Howerton

Biotech Brunch

Chris Howerton, Jefferies Equity Research Analyst – Biotechnology, flips some flap-jacks and provides his views on the week's biotech news.

October 11, 2020

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Sheila Kahyaoglu

What’s Up in A&D

In this edition of What's Up in A&D Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, discusses recent publications: BA cash flow deep dive with a particular focus on advances, HON new product opportunity and cash balance potential, and CACI's focus on Technology over Enterprise.

October 7, 2020

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Brent Thill

Digital Advertising Outlook

Brent Thill, Jefferies Equity Research Analyst – Internet, Software and Cloud, believes that Q2 was the bottom for digital advertising revenue growth, as we expect growth rates to accelerate to the mid-teens in Q4'20 (from avg. -2% y/y declines in Q2).

October 5, 2020

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Stephen Volkmann

Machinery Analyst at Home Drinking Coffee

Stephen Volkmann, Jefferies Equity Research Analyst – Machinery, recently initiated coverage of Ingersoll-Rand with a BUY rating and a $42 price target. Grab some coffee and watch the video synopsis of our call.

October 4, 2020

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Aneta Markowska

Economic Outlook 4Q 2020

Aneta Markowska, Chief Financial Economist for Jefferies provides her outlook for Q4.

September 24, 2020

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Sheila Kahyaoglu

What's Up in A&D

In this edition of What's Up in A&D Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, discusses recent findings in air traffic, MAX fuselages update, takeaways from recent management meetings, and provides a defense budget update.

September 22, 2020

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Sean Darby

Jefferies Asia Forum - Asia and EM: 21 Ideas for 2021

Sean Darby, Jefferies Global Equity Strategist, with his 21 Investment ideas presentation from The Jefferies Asia Forum.

September 20, 2020

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Kevin Grundy

Strong Brew; Brewer Comparison + For KDP, Supports Bullish View – Buy

Kevin Grundy, Jefferies Equity Research Analyst – Household Products and Beverages, reviews Keurig's brewers on AMZN shows higher relative customer satisfaction rates across price points - another + data point for KDP's LT outlook.

September 16, 2020

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Michael Eastwood

End of Summer COVID Survey Refresh: Cooped Up But Coping

U.S. Director of Research Michael Eastwood discusses Jefferies' recently published update to our Global consumer survey, spanning 5,500 respondents in 11 countries.

September 14, 2020

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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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