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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.

Jefferies Thought Leader Series

Jefferies Thought Leader Series

Aneta Markowska, Chief Financial Economist for Jefferies, shares her key call in “A War for Labor” that she expects the labor market to decline by 3% by the end of 2022, creating the tightest labor market since the 1950’s.

November 17, 2021

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What’s Up in A&D

What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense, says initial FY22 outlooks released are below expectations. LMT, NOC, and LHX provided frameworks that pointed to a slowdown in broader defense revenues.

November 14, 2021

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SMID CAP Thoughts & Observations

SMID CAP Thoughts & Observations

Steven DeSanctis, Equity Strategist for Jefferies says we are in the midst of an outperformance cycle, however we will see numerous fits and starts.

November 12, 2021

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Auto Tech Download

Auto Tech Download

David Kelley, Jefferies Equity Research Analyst - Auto Tech & Connected Mobility, discusses post earnings setup for tier 1 auto suppliers.

November 12, 2021

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Brent Thill Thought Leader Series

Amazon Deep Dive

Brent Thill, Jefferies Equity Research Analyst –Technology, discusses top reasons why AMZN offers an attractive risk-reward and is among Jefferies Franchise Picks.

October 19, 2021

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Chris LaFemina Thought Leader Series

The Thirty Year War on Carbon – Sector Focus Global Metals & Mining

Charles Boakye, Jefferies Equity Research Analyst – ESG, speaks with Global Metals & Mining Analyst, Chris LaFemina on consequences of the decarbonization movement including increased demand for metals used in batteries and renewable energy, as well as price premiums for 'green' metals.

October 1, 2021

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Alan Spence Thought Leader Series

The Thirty Year War on Carbon – Sector Focus European Metals & Mining

Charles Boakye, Jefferies Equity Research Analyst – ESG, talks with European Metals & Mining Analyst, Alan Spence who says two names to look out for are ArcelorMittal and SSAB as first to market with meaningful tons of CO2 neutral steel production.

October 1, 2021

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Philippe Houchois Thought Leader Series

The Thirty Year War on Carbon – Sector Focus European Autos

Charles Boakye, Jefferies Equity Research Analyst – ESG, speaks with Autos Analyst, Philippe Houchois who explains how EU regulation remains focused on tailpipe emissions and less so on whole life cycle or the decarbonization of grids.

October 1, 2021

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Christopher Wood Thought Leader Series

Jefferies Global Conference Thought Leader Series

Christopher Wood, Global Head of Equity Strategy for Jefferies, discusses Asia and emerging markets as we head into year end.

September 22, 2021

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Steven DeSanctis Thought Leader Series

Jefferies Global Conference Thought Leader Series

Steven DeSanctis, Equity Strategy for Jefferies, speaks on what is instore for SMID Caps through year end and shares thoughts on how investors can position themselves.

September 20, 2021

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Aniket Shaw Thought Leader Series

Jefferies Global Conference Thought Leader Series

Aniket Shaw, Global Head of ESG Research & Sustainable Finance for Jefferies, provides takeaways from Jefferies Net Zero Summit, the impact, and his outlook on net zero.

September 13, 2021

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Aniket Shaw The Thirty Year War on Carbon

The Thirty Year War on Carbon

Aniket Shaw, Global Head of ESG Research for Jefferies, and EMEA ESG Analysts Luke Sussams and Charles Boakye, provide their vision on EU decarbonization policy with focus on the “Fit for 55” Climate package.

September 12, 2021

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What's Up in A&D Sheila Kahyaoglu

What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst –Aerospace & Defense, highlights best ideas into Q4. Top picks are NOC, TXT, GD, and SPR.

September 12, 2021

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Owen Bennett

Tobacco Monthly

Owen Bennett, Jefferies Equity Research Analyst –Tobacco, is back discussing the recent PMTA FDA decision deadline and updates, which he says is positive for Big Tobacco.

September 7, 2021

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Semis on Fire Mark Lipacis

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, shares takeaways from Jefferies Semis and Comm Infrastructure Conference, hosting 100 companies. We remain positive on overall semis fundamentals.

September 3, 2021

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Aneta Markowska Thought Leader Series

Jefferies Global Conference Thought Leader Series

Aneta Markowska, Chief Economist for Jefferies, provides her U.S. Economic Outlook and what she describes as stubborn inflation.

September 2, 2021

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