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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.

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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Sean Darby Thought Leader Series

Global Minimum Tax—What It Means for Investors

Sean Darby, Chief Global Equity Strategist for Jefferies, shares how for the first time in history, the finance ministers of the G20 agreed to introduce a global minimum corporate tax rate.

August 30, 2021

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Mark Lipacis

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, highlights a key inflection in Semis Days of Inventory (DOI).

August 27, 2021

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Sean Darby Thought Leader Series

Jefferies Global Conference Thought Leader Series

Sean Darby, Chief Global Equity Strategist for Jefferies, discusses what comes next after the best-ever results season, what we learned from earnings, and his sector-level recommendations into year-end.

August 17, 2021

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Steven DeSanctis

SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, says cyclicals hit a rough patch with group off about 4% from recent R2 peak, but the overall fundamentals continue to improve.

August 12, 2021

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Aniket Shah Stephanie Wissink

Sustainability Matters

In his new series, Aniket Shah, Global Head of ESG Research for Jefferies, interviews Consumer Analyst, Stephanie Wissink discussing her report on the Gap Between Consumers and Corporations and findings from Jefferies-Barkley’s study.

August 6, 2021

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Chris Howerton

Biotech Brunch

Chris Howerton, Jefferies Equity Research Analyst – Biotechnology, shares his views on KDMN, EQ, MCRB and ARDX.

July 25, 2021

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Sheila Kahyaoglu

What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense, discusses Q2 preview, BA 787 risk, and opportunity set.

July 20, 2021

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Mark Lipacis

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, recaps call with supply chain expert saying that order backlog continues to increase.

July 16, 2021

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Sheila Kahyaoglu

What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense, discusses key takeaways from our semiannual Business Jet Survey.

July 16, 2021

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Sean Darby

Two High Conviction, Non-Consensus U.S. Investment Themes

Sean Darby, Global Equity Strategist for Jefferies, is bullish on an unfolding capex expansion outside of the Tech sector both in the U.S. and Globally.

July 5, 2021

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Janine Stichter

Jefferies 2021 Consumer Conference - Key Takeaways Retail

Janine Stichter, Jefferies Equity Research Analyst – Dept. Stores & Specialty Softlines, is particularly positive on Buy-Rated AEO and ANF.

June 29, 2021

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Randy Giveans

ZIMply the Best - Better Valuation Than All the Rest

Randy Giveans, Jefferies Equity Research Analyst – Shipping, explains why ZIM is one our top ideas under coverage.

June 23, 2021

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Phil Ng

IP Set to Re-Rate

Phil Ng, Jefferies Equity Research Analyst – Paper & Packaging, says that IP is undervalued and sees it as a contrarian reopening & reflation play.

June 23, 2021

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Ken Usdin

Banks: Fed vs. Fundamentals

Ken Usdin, Jefferies Equity Research Analyst – Banks/Large-Cap, discusses the back and forth between the Fed and bank fundamentals.

June 22, 2021

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Dan Fannon

Feedback From GS & MS Launch

Dan Fannon, Jefferies Equity Research Analyst – Brokers, Asset Managers & Exchanges, offers highlights on his recent initiations on Goldman Sachs and Morgan Stanley.

June 18, 2021

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Mark Lipacis

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, discusses Google's use of AMD Milan for new instances in 3Q21 and more positive sentiment on the ARM-NVDA deal.

June 18, 2021

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SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, shares our upped RUT target to 2450 from 2050, about 5% upside.

June 14, 2021

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Sheila Kahyaoglu

What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense, discusses Commercial Aero Primer and DAL ratings upgrade.

June 14, 2021

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Chris Howerton

Biotech Brunch

Chris Howerton, Jefferies Equity Research Analyst – Biotech, shares his views on GMTX and BCEL.

June 13, 2021

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Andy Barish

Opportunity for Casual Dining Chains

Andy Barish, Jefferies Equity Research Analyst – Restaurants, shares Technomic data as it relates to restaurant capacity and opportunity for casual dining.

June 10, 2021

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Janine Stichter

Fashion Cycle Survey

Janine Stichter, Jefferies Equity Research Analyst – Department Stores & Specialty Softlines, highlights survey of more than 1,000 female consumers to gauge plans for apparel spend.

June 6, 2021

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Bret Jordan

Under The Hood

Bret Jordan, Jefferies Equity Research Analyst – Autos & Auto Parts, discusses the attractive value proposition of Buy-rated LKQ's recycled parts versus "new" OE manufactured replacement parts.

June 3, 2021

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Chris LaFemina and Steve Volkmann

Political Risk in Mining Leads to Higher Prices, Less Capex

Industrial Analysts Chris LaFemina and Steve Volkmann, examine how higher taxes are becoming a deterrent to investing in mining projects and the Implication is slower-than-expected supply growth.

June 3, 2021

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George Notter

Rural Broadband

George Notter, Jefferies Equity Research Analyst – Telecom & Networking Equipment, says that ~9.7% of State ARPA funds are getting appropriated for Broadband projects, up from our initial 2.5% estimate.

June 1, 2021

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Rob Dickerson

Food Producers Coverage

Rob Dickerson, Jefferies Equity Research Analyst – Food, covers 26 food names across all market-cap sizes, the most comprehensive food coverage on the sell-side.

June 1, 2021

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