Economy

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.

Crafting a narrative is a medium that transcends the entertainment industry. While the shift from media executive to entrepreneur and investor is one with many parallels across roles, few have succeeded in leveraging both lenses as aptly as Jeffrey Katzenberg.

Jefferies’ latest Human Capital Survey, which compares attitudes in the Japanese labor force to those in the U.S. and U.K., provides valuable insights.

Challenges are mounting for subprime consumers, who could be hit unusually hard if the economy turns south

Jim Walsh, Vice Chairman and Global Head of Consumer, Retail & REGAL Investment Banking, who has over 30 years of experience in the consumer sector shares his thoughts on how U.S. consumers are doing and companies’ opportunities and challenges in the current environment.

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.

Mohit Kumar, Jefferies’ Chief Economist and Strategist for Europe, discusses central bank policy, the potential for recession, and why a market rebound may be on the horizon.

David Zervos is skeptical the Fed will be able to quickly declare victory over inflation and expects that a solid economic outlook should translate to a more restrictive Fed, for a longer duration.

Jefferies economists take the temperature of the US economy, offering predictions on rate hikes, the labor market, and slowing inflation.