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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.

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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Aerie's Time to Shine: AEO Shares Could Double, Lifting PT

Janine Stichter, Jefferies Equity Research Analyst – Department Stores & Specialty Softlines, discusses AEO's Aerie, which stands out as a unique bright spot in retail, with a path towards sustainable revenue growth.

August 20, 2020

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Insight: Virtual Back To School Report Highlights

Steph Wissink, Jefferies Equity Research Analyst – Consumer Products, discusses how back to school is going virtual with kids at home and how time & wallet share will be different.

August 18, 2020

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Statistical Model Predicts Timing of Vaccine Phase III Data Soon

Jefferies Equity Research Analysts - Biotechnology, Michael Yee and Chris Howerton, conducted a deep dive statistical analysis of the Phase III study of MRNA's COVID-19 vaccine to determine 1) when data could be ready and 2) whether the study is sufficiently powered to achieve stat sig.

August 3, 2020

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Ciena’s WDM Market Share Opportunity – Another Layer Deeper

George Notter, Jefferies Equity Research Analyst – Telecom & Networking Equipment, continues to like Ciena shares and see them as a major beneficiary of market share consolidation in Optical systems.

August 3, 2020

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