Economics

This article is adapted from Weekly Economic & Bond Market Insights by Thomas Simons, CFA, Chief U.S. Economist at Jefferies, and Michael Bacolas. Simons brings two decades of experience analyzing Federal Reserve policy and is a frequent commentator on CNBC and other major financial media outlets.

The closure of the Strait of Hormuz has sent shockwaves through global energy markets. With 20% of the world’s ready oil on the water at any given moment, and the majority of it passing through the Strait, the conflict in the Middle East has exposed just how thin the margin is between global supply and

We recently spoke with Dominic Lester and his colleague Lorna Shearin, Deputy Head of EMEA Investment Banking, to get their take on the state of European economies and the transaction environment. We also connected with Ed Keen, Head of Equities EMEA, and Alex Coffey, Head of EMEA Research, for additional perspective on why mid-sized companies are attracting so much investor interest.

In a recent edition of Greed & Fear, Chris Wood argues that the multi-year AI investment cycle has entered a new phase, with pricing power moving from hyperscaler cloud providers to memory producers. SK Hynix and Micron have been key beneficiaries, with market capitalizations rising alongside contract prices for advanced memory.

By Aniket Shah, Global Head of Washington, Sustainability & Transition Strategy If there was any doubt, recent developments in Venezuela have put it to rest: energy security and industrial policy are back at the center of international competition. U.S. intervention in the country — home to the world’s largest oil reserves — could have significant

On a recent Jefferies webinar, leaders from the firm’s Washington Policy & Sustainability, and Global Macro teams explored how U.S. policy and global macro trends are shaping investor behavior heading into the second half of the year.

Jefferies and EPRA hosted CEOs from the UK’s largest REITs to discuss the country’s listed real estate market. The conference covered key issues like hybrid work, housing shortages, ecommerce growth, student housing, and more.

To better understand Canada’s growth story, we asked John Manley – the new Chairman of Jefferies Canada and a former Deputy Prime Minister with a decorated career in law, business and public service – to share his thoughts.

Chief Market Strategist David Zervos says the most recent FOMC meeting, and resulting Fed commentary, suggests that the risk of overtightening is in balance with the risk of being too accommodative.