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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.

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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NAREIT Preview: What We're Asking

Jon Petersen, Jefferies Equity Research Analyst – REIT, says while there are near-term topics at hand, from rent collection to reopening, we are also aiming to figure out each REIT's long-term plan to adjust to a new normal.

May 31, 2020

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What’s Up in A&D – Expert Call Highlights

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, summarizes recent expert calls that Jefferies hosted with Deborah Lee James, former Secretary of the Air Force; Bob Genter, EVP and General Manager of SAIC's Civilian business; and Rob Wilson, the CEO of privately held MRO provider TurbineAero.

May 21, 2020

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Life Beyond COVID-19: CPG / Retail – Implications – Nielsen Expert Call

Kevin Grundy & Rob Dickerson, Jefferies Equity Research Analysts, hosted Regan Leggett, Executive Director at Nielsen, on May 18th to discuss the impact of COVID-19 on CPG cos.

May 21, 2020

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Machinery Analyst at Home Drinking Coffee – Earnings Wrap Up

Stephen Volkmann, Jefferies Equity Research Analyst – Machinery, with his video series Analyst at Home, Drinking Coffee continues with Episode 3, Key Themes and Top Picks Following Earnings.

May 20, 2020

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Meaningful NT Impact from COVID-19; LT Pipeline Is Robust

Brent Thill, Jefferies Equity Research Analyst – Internet, Software and Cloud, reviews our survey of 50+ partners which indicates 74% saw their CRM pipelines decrease from COVID-19. This is the most negative survey in 5+ yrs. This data was offset by positives in Commerce Cloud outlook and Tableau adoption.

May 17, 2020

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What's Up in A&D: Earnings Run Through

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, summarizes the third week of Mar Q earnings season. In our universe KTOS, LDOS, LHX, PSN, RTX, SPR, TDG, and WWD reported.

May 13, 2020

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Denominator Effect and Other Teachings from 1Q Alts Earnings

Gerald O’Hara, Jefferies Equity Research Analyst – Financial Institutions, says the first covid-impacted quarter for the alts was perhaps better than feared; however, there remains a fair amount of risk given broad industry exposures.

May 13, 2020

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Working & Playing on Memorial, Labor or New Year’s Day?

Michael Eastwood, Jefferies U.S. Director of Equity Research, highlights Jefferies Equity Research global survey which includes a 1,400 person consumer survey that assesses consumer intentions given the upcoming relaxation of stay at home rules as well as the last week’s news around therapies and testing.

May 6, 2020

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REIT Week: Dance of the 'R-Nought'

Mike Prew, Jefferies Equity Research Analyst – REITs, shares that we are trading REITs inversely to R0 which epidemiologists use to gauge COVID-19 transmission rates. Our sector upgrade coincided with R0 heading below 3 and is now <1 and restrictions should begin to be lifted.

May 2, 2020

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MarQ Earnings: Week 2 Summary

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, summarizes Week 2 of the MarQ earnings season, in our universe NXPI, LSCC, AMD, MXIM and MTSI reported.

May 1, 2020

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The Impact of C-19 on CPG: Expert Calls - Daymon & Accenture

Kevin Grundy, Jefferies Equity Research Analyst – Household Products and Beverages presents a video summarizing the key takeaways from our recent expert calls with Cord Schrader of Daymon Worldwide, and Oliver Wright, Karen Fang Grant and Jon Edwards of Accenture.

April 27, 2020

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Machinery Analyst at Home, Drinking Coffee - Earnings so Far

Stephen Volkmann, Jefferies Equity Research Analyst – Machinery, discusses early trends in industrial earnings with most companies reporting results that we would characterize as "less bad" than some had feared.

April 27, 2020

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Software Download: AMZN AWS, ADBE, CRM, FB, TTD

Brent Thill, Jefferies Equity Research Analyst – Internet, Software and Cloud, says the digitial transformation to the cloud will continue to help select tech companies during this period.

April 26, 2020

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The Early Read From Industrial Earnings - Not So Bad

Stephen Volkmann, Jefferies Equity Research Analyst – Machinery, looks at read throughs from several early reporters, with the bulk of our coverage reporting earnings over the next two weeks.

April 24, 2020

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Consumers in a Pandemic: A Global Survey

Simon Powell, Global Head of Thematic Research for Jefferies, discusses a Jefferies global survey to better understand consumer behavior during and after this current crisis.

April 24, 2020

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MarQ Earnings: Week 1 Summary

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, discusses week 1 of the 1Q20 earnings season, as well as recent notes that are based on proprietary sources.

April 24, 2020

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A Brave New World: Consumer Intentions Beyond Toilet Paper & Hand Sanitizer

Michael Eastwood, Jefferies U.S. Director of Equity Research, highlights Jefferies Equity Research global survey where we questioned 5,500+ consumers globally aiming to establish how behavior might change post lockdown.

April 20, 2020

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Deep Dive into a Top Pick, Raising PT to $2,800

Brent Thill, Jefferies Equity Research Analyst – Internet, Software and Cloud, says channel checks and proprietary survey work suggest AMZN could benefit from COVID-19, positioning Q1 earnings as a potential positive catalyst.

April 20, 2020

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Barking Dogs and Screaming Kids: Working from Home’s Losers & Winners

Michael Eastwood, Jefferies U.S. Director of Equity Research, shared thoughts from 30 Jefferies analysts on the implications of elevated work from home levels and securities to buy or avoid.

April 14, 2020

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Video Gaming Deep Dive

Alex Giaimo, Jefferies Equity Research Analyst – Internet and Interactive Media, favors ATVI & ZNGA given visibility into the content slate and outsized mobile exposure.

March 26, 2020

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REIT Week: Shaken, Not Stirred

Mike Prew, Jefferies Equity Research Analyst – REITs, shares his views on how Bear markets slam good and bad news alike.

March 21, 2020

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What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, reviews our survey regarding public opinion of the 737 MAX and 'What's Up in the Skies'.

March 13, 2020

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SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, says it’s hard to tell if the market is making A bottom or THE bottom, and we tend to take our cues from the HY market.

March 4, 2020

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