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.

Sustainability Matters – No Spin ESG

Sustainability Matters – No Spin ESG

Aniket Shah, Jefferies Global Head of ESG Strategy, discusses in the most recent edition of No Spin ESG, insights from global sector integration work.

May 16, 2022

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The Big Question

The Big Question

Aneta Markowska, Chief Financial Economist for Jefferies, provides her thoughts on the question, will peak inflation lead to peak Fed hawkishness?

May 12, 2022

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Semis on Fire

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, speaks on AMD vs INTC and Data Center Spending.

May 7, 2022

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Teeing Up Our Top Pick - ELY

Teeing Up Our Top Pick - ELY

Randy Konik, Jefferies Equity Research Analyst – Lifestyle & Growth Platforms, says that ELY is a multi-pronged, early stage growth company with elements of tech, media, apparel, and equipment that faces a massive global opportunity.

May 6, 2022

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Meta Debate Series

Meta Debate Series

Brent Thill, Jefferies Equity Research Analyst – Internet, Software, Cloud, says meta may be approaching market saturation reaching nearly 80% of the world’s internet population.

April 26, 2022

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Sustainability Matters – No Spin ESG

Sustainability Matters – No Spin ESG

Aniket Shah, Jefferies Global Head of ESG Strategy, introduces his new series, No Spin ESG, that will dive into a handful of clear and timely investment ideas. In his first edition he asks, will CCS make oil & gas companies more investable?

April 25, 2022

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SMID CAP Thoughts & Observations

SMID CAP Thoughts & Observations

Steven DeSanctis, Equity Strategist for Jefferies, gives his perspective on the three “R”s, Recession, Rate Hikes and Redemptions.

April 21, 2022

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CHGG Growth Opportunity, A Top Pick

CHGG Growth Opportunity, A Top Pick

Brent Thill, Jefferies Equity Research Analyst – Internet, Software, Cloud, says core Chegg Services have ample opportunity for growth through sub price increases and successful international execution.

April 21, 2022

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The Big Question - Aneta Markowska

The Big Question

Aneta Markowska, Chief Financial Economist for Jefferies, addresses the big “recession” question, it’s inevitability in the business cycle and why not yet.

April 8, 2022

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Digital Gaming Thesis - David Katz

Digital Gaming Thesis

David Katz, Jefferies Equity Research Analyst – Gaming & Leisure, provides an updated look at our valuations for digital wagering in the U.S.

April 8, 2022

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Sustainability Matters - Aniket Shah

Sustainability Matters

Aniket Shah, Jefferies Global Head of ESG Research, discusses the five key takeaways form the SEC Climate Disclosures Proposal.

April 1, 2022

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Digital Ad Industry Tailwinds, While FB Forecast is Growth

Digital Ad Industry Tailwinds, While FB Forecast is Growth

Brent Thill, Jefferies Equity Research Analyst – Internet, Software, Cloud shares expert view that macro softness and tougher comps should drive slower digital ad industry growth in '22 while FB's Q1 ad budget grew 9% y/y with our expert forecasting 11% growth in Q2.

March 31, 2022

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Reiterate BUY Komatsu

Reiterate BUY Komatsu

Sho Fukuhara, Jefferies Equity Research Analyst – Machinery, says Komatsu is one of the few outperformers year-to-date in our coverage, and the current share price still looks attractive.

March 23, 2022

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REIT Dividend All Stars

REIT Dividend All Stars

Jonathan Petersen, Jefferies Equity Research Analyst –REITs, highlights the "Elite Eight" top picks GLPI, STOR, NNN, ADC, BRX, CUBE, STAG and NSA.

March 23, 2022

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When Is Inflation Deflationary?

When Is Inflation Deflationary?

Aneta Markowska, Chief Financial Economist for Jefferies, presents an overview of price shocks and how the U.S. economy is experiencing the biggest energy price shock since 2008.

March 11, 2022

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SMID CAP Thoughts & Observations

SMID CAP Thoughts & Observations

Steven DeSanctis, Equity Strategist for Jefferies discusses small cap pricing during economic risk.

March 11, 2022

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What's Up in A&D

What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst –Aerospace & Defense, does a deep dive into the state of the defense market.

February 15, 2022

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Semis on Fire

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, provides his handbook on the “peak-cycle” for semiconductors.

February 4, 2022

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What's Up in A&D

What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst –Aerospace & Defense, highlights her key takeaways from the Aerospace Aftermarket Survey.

January 23, 2022

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Semis on Fire

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, provides insights on Semi-Caps and launched coverage on AMAT, KLAC and LRCX.

January 14, 2022

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Auto Tech Download

Auto Tech Download

David Kelley, Jefferies Equity Research Analyst - Auto Tech & Connected Mobility, gives his top picks for 2022.

January 7, 2022

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Biotech Top Picks

Biotech Top Picks

Chris Howerton, Jefferies Equity Research Analyst – Biotechnology, provides a deep dive into AMTI, PTGX, HRMY and VRDN, his top picks for 2022.

January 2, 2022

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