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

William Atcheson, ESG and Sustainable Finance Strategist for Jefferies, focuses on negative emissions technologies, a required part of any net zero path, according to the IPCC.

July 18, 2022

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Downgrade LULU to Underperform

Downgrade LULU to Underperform

Randy Konik, Jefferies Equity Research Analyst – Lifestyle & Growth Platforms, explains his belief that LULU has peaking fundamentals and valuation is still too high.

July 15, 2022

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Semis on Fire

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, shares takeaways from the Semicon West conference, as well as from a set of channel checks.

July 15, 2022

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SMID Cap Thoughts & Observations

SMID Cap Thoughts & Observations

Steven DeSanctis, Equity Strategist for Jefferies, says small is now 4% of the equity market and asks if we are “staying at the cyclicals party too long?”

July 14, 2022

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Jefferies Consumer Conference Takeaways

Jefferies Consumer Conference Takeaways

David Katz, Jefferies Equity Research Analyst – Gaming & Leisure, provides updated thoughts on Jefferies’ stock pick themes, highlighting that the current outlook uncertainty drives our focus toward companies that can best control their circumstances near term.

July 5, 2022

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Sustainability Matters – No Spin ESG

Sustainability Matters – No Spin ESG

Will Atcheson, ESG and Sustainable Finance Strategist for Jefferies, dives into a handful of clear and timely investment ideas in this edition of No Spin ESG. He focuses on SEC’s ESG-related proposals: the climate risk disclosure proposal, and the proposals to target greenwashing.

July 4, 2022

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Tobacco Monthly

Tobacco Monthly

Owen Bennett, Jefferies Equity Research Analyst – Global Tobacco, offers key updates regarding Juul’s recent vape rejection and what this means for Juul, MO, BAT, PM/SM, and the industry sentiment more broadly.

June 29, 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, Airlines highlights the key takeaways from our deep dive into U.S. pilot supply and demand dynamics.

June 27, 2022

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SMID Cap Thoughts & Observations

SMID Cap Thoughts & Observations

Steven DeSanctis, Equity Strategist for Jefferies, takes a deep dive into the last eight bear markets and compares them to what we are seeing today. He offers 18 Buy-rated ideas.

June 23, 2022

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Long Road to Plastic Circularity

Long Road to Plastic Circularity

Phil Ng, Jefferies Equity Research Analyst – Paper & Packaging, says with bio-based resin and molecular recycling technologies 5-10+ years away from reaching scale, we have increased conviction the secular tailwinds in beverage cans and boxboard are sustainable.

June 11, 2022

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Buying Opportunity in Casual Dining

Buying Opportunity in Casual Dining

Andy Barish, Jefferies Equity Research Analyst – Restaurants, offers key takes from latest Technomic data and scenario analyses that suggest attractive risk/reward for full service/casual dining stocks. Top picks are BLMN, CAKE, & PLAY as the best plays.

June 9, 2022

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Biotech Outlook for H2

Biotech Outlook for H2

Michael Yee, Jefferies Equity Research Analyst – Biotechnology, summarizes expectations and key factors for H2 and highlights names we like, VRTX, AMGN, IMCR, and VTYX.

June 3, 2022

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What’ Up in A&D

What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense, Airlines, provides an overview of recent reporting including data pieces, Airport Pings and Rings, as well as What’s Up in the Clouds and What’ Up in the Skies.

June 2, 2022

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Chemicals Research Highlights

Chemicals Research Highlights

Laurence Alexander, Jefferies Equity Research Analyst – Chemicals, offers key research highlights on top picks Hunstman, Linde and Albemarle, Lithium Spotlight Series, and Macro Frameworks including the Bullwhip Effect.

June 2, 2022

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Across the Machinery Sector

Across the Machinery Sector

Steve Volkmann, Jefferies Equity Research Analyst – Machinery, highlights some of our most important macro, single stock, and data reports in the sector.

June 2, 2022

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Banks: Investor Feedback

Banks: Investor Feedback

Ken Usdin, Jefferies Equity Research Analyst – Banks, says investor meetings in Europe indicated a preference among the global financials crowd toward European banks over U.S. banks.

June 1, 2022

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Metals & Mining Key Calls

Metals & Mining Key Calls

Chris LaFemina, Jefferies Equity Research Analyst – Metals & Mining, shares his 2022 outlook and views on copper production trends, high commodity prices and the mining capex at recessionary lows.

June 1, 2022

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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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