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.

Jefferies Equity Research Team

Riding the 40 Year Storm

Jefferies Equity Research Team came out with a report taking a look at potential implications of above-trend GDP growth. Chief Economist Aneta Markowska currently looks for growth of 6.9% in '21 and 5.2% in '22, driven by fiscal stimulus, as well as a powerful step-up in consumption. Analysts provided ideas with the most leverage.

February 23, 2021

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Jonathan Matuszewski

Distilling Value Creation From AccuBlue Home

Jonathan Matuszewski, Jefferies Equity Research Analyst – Hardline Retail, discusses his deep-dive report on AccuBlue Home, Leslie's upcoming connected device & subscription plan for pool water chemistry.

February 22, 2021

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George Notter

Rural Broadband

George Notter, Jefferies Equity Research Analyst – Telecom & Networking Equipment, says investors should take another look at names such as ADTRAN, Calix, and Cambium.

February 16, 2021

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Aneta Markowska & Bob Corker

Policy Outlook Under the Biden Administration

A discussion between Aneta Markowska, Jefferies’ Chief Economist, and Jefferies’ Special Advisor, Bob Corker, Former U.S. Senator from Tennessee. This in-depth conversation covers a broad range of topics relating to the policy outlook of President Biden’s Administration.

February 2, 2021

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Randy Konik

Top Pick For 2021 - Callaway Golf Company (ELY)

Randy Konik, Jefferies Equity Research Analyst - Lifestyles & Growth Platforms says that shares have rallied from the initial (overblown) reaction to the deal, though we still see plenty of room to run as the opportunity presented by the merger remains underappreciated. We recently raised our base case $40 PT / $50 Upside PT

January 29, 2021

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SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, says that it is an amazing start to '21! Between huge ETF flows into small caps, trading in sub $1 names representing 15% of volume, and now short squeeze by retail on what we would consider speculative names.

January 27, 2021

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Analyzing Biotech Companies Using Visible Alpha

Michael Eastwood, U.S. Director of Research discusses Jefferies' recently published analysis of biotechnology revenue forecasts, using Visible Alpha.

January 25, 2021

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"Short but Sweet," Mortgage Initiation Feedback - Get in NOW

Ryan Carr, Jefferies Equity Research Analyst – Real Estate Finance, addresses investor feedback following our initiation: Initiating on Real Estate Finance & Tech: A Real Good Bet, Best Yet to Come.

January 14, 2021

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Do You See What I See? Containerships Crossing the Seas

Randy Giveans, Jefferies Equity Research Analyst – Maritime, discusses our increased earnings estimates and price target of Danaos Corp (DAC), our top containership pick.

December 18, 2020

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Placing Bets on the Brave New World

David Katz, Jefferies Equity Research Analyst – Gaming, reviews our estimates, targets, ratings and overall stock positioning heading into 2021 in view of the near-term operating environment, longer-term prospects of vaccine progress and accelerating digital gaming opportunities.

December 15, 2020

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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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