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.

2019 Global Macro Economic Landscape

David Zervos, Chief Market Strategist for Jefferies, continues his discussion of three important stories as they evolve in 2019.

May 28, 2019

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Jefferies 2019 Automotive Aftermarket Conference – Key Takeaways

Bret Jordan, Jefferies Equity Research Analyst – Automotive Aftermarket says takeaways are generally positive, as macro demand and pricing tailwinds offset near-term concerns regarding incremental tariffs and widespread discussion of the industry-wide technician shortage.

May 24, 2019

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Top Tech Picks

Brent Thill, Jefferies Equity Research Analyst – Internet, provides an update of top tech picks for 2019.

May 23, 2019

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Upgrading COF to BUY

John Hecht, Jefferies Equity Research Analyst – Specialty Finance, expects the stock to benefit from bigger payouts and improving efficiencies.

May 23, 2019

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Value Still to Be Had in Aggregates

Phil Ng, Jefferies Equity Research Analyst – Building Products & Construction Materials, believes that the premium valuation for MLM and VMC are warranted.

May 22, 2019

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Entering Period of Sustained Upward Revisions

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors is positive on semis heading into the 1Q19 earnings.

May 21, 2019

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What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, presents highlights from deep dive into the commercial aerospace market and drivers of both supply and demand.

May 16, 2019

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JefData Takes

Richard Carbone, Jefferies Data Strategist, discusses BattleFin NYC, alternative data science course, proprietary data distribution and the question of taming the internet.

May 16, 2019

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Big on the Internet - HAS, ELF, New Franchise Pick HAE

T.J. Thornton, Jefferies Head of U.S. Equity Product Management looks at product relevant to public companies that are trending in search and social media.

May 10, 2019

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SMID Cap: Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, discusses trade wars, earnings season, and our Overweight to Energy:

May 15, 2019

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Boston Doc Day: AMGN, AMRN, ESPR, FGEN, GILD, ICPT, MRNS, ODT, SAGE

Michael Yee, Jefferies Equity Research Analyst – Biotechnology, provides highlights from discussions with experts in renal cell and breast cancer, depression, nephrology/anemia, and CV disease.

May 13, 2019

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More Countries Become Part of Eurasia

Sean Darby, Global Equity Strategist for Jefferies, discusses One Belt One Road project, the Belt and Road Initiative and the Silk Road.

May 9, 2019

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Complacency Over Low Volatility

Sean Darby, Global Equity Strategist for Jefferies, says that cross asset average volatility index is touching the near all-time lows seen in early 2018.

May 9, 2019

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What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, provides ranking order in defense beginning with HRS, NOC, RTN followed by LMT and then GD.

May 9, 2019

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Survey Points to Strong Outlook for HCM/Payroll Vendors

Samad Samana, Jefferies Equity Research Analyst – Software, expects 2019 spending on HCM/payroll software to grow 6-10% and the payroll modernization wave will likely remain strong, as >50% of respondents expect to switch payroll systems in the next 18 months.

May 6, 2019

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Quick Takes on Big Ideas – Construction Zone

Lily Calcagnini, Strategic Content - Prime Services, discusses how a diverse and sophisticated group of asset managers are rethinking the foundation of allocation.

April 24, 2019

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LYFT Initiation

Brent Thill, Jefferies Equity Research Analyst – Internet, initiates coverage of LYFT with a BUY rating and discusses reasons why we the believe the stock to recover.

April 23, 2019

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Jefferies Cannabis Summit Key Takeaways

Owen Bennett, Jefferies Equity Research Analyst – Cannabis and Tobacco, discusses the key themes from discussions and panels at Jefferies' inaugural Cannabis Summit.

April 23, 2019

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Interview with Aurora CCO Cam Battley

At Jefferies Cannabis Summit, Cam Battley joined Owen Bennett, Jefferies Equity Research Analyst – Cannabis and Tobacco for a discussion on what will separate the winners and Losers, long term and thoughts on the realistic global cannabis market size.

4/23/2019

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Clients Are Asking – Jefferies ESG Investing Primer

Shannon Murphy, Jefferies Head of Strategic Content – Prime Services, explores the what, why and why now of ESG investing.

April 18, 2019

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IAC Deep Dive

Brent Thill, Jefferies Equity Research Analyst – Internet, says IAC remains a top mid cap pick and we continue to believe the stock is undervalued.

April 18, 2019

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What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, provides highlights from Space Symposium in Colorado Springs and MRO Americas in Atlanta.

April 17, 2019

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SMID Cap Themes

Steven DeSanctis, U.S. Equity Strategist for Jefferies, provides an update to our themes diving deeper into "secular growth" and momentum.

April 17, 2019

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Will Construction Equipment Sector Lead Global Market in 2019?

Sean Darby, Global Equity Strategist for Jefferies, discusses how economic data points are becoming ‘less bad’ while global construction PMI is improving.

April 12, 2019

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Gathering What Another Man Spills

T.J. Thornton, Jefferies Head of U.S. Equity Product Management discusses 13 stocks that the Street generally does not like, based on average ratings and other criteria, but Jefferies views favorably.

April 10, 2019

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FOMC Update

Ward McCarthy, Chief Financial Economist for Jefferies responds to the more recent reactions to the March 20th FOMC Meeting.

April 5, 2019

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Jefferies Healthcare Temperature Check

We are delighted to introduce the inaugural Jefferies Healthcare Temperature Check report. We have launched the report to coincide with our 9th Annual Global Healthcare Conference in London...

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