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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.

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’ 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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Digital Ad Industry Tailwinds, While FB Forecast is Growth

Digital Ad Industry Tailwinds, While FB Forecast is Growth

Brent Thill, Jefferies Equity Research Analyst – Internet, Software, Cloud shares expert view that macro softness and tougher comps should drive slower digital ad industry growth in '22 while FB's Q1 ad budget grew 9% y/y with our expert forecasting 11% growth in Q2.

March 31, 2022

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Reiterate BUY Komatsu

Reiterate BUY Komatsu

Sho Fukuhara, Jefferies Equity Research Analyst – Machinery, says Komatsu is one of the few outperformers year-to-date in our coverage, and the current share price still looks attractive.

March 23, 2022

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REIT Dividend All Stars

REIT Dividend All Stars

Jonathan Petersen, Jefferies Equity Research Analyst –REITs, highlights the "Elite Eight" top picks GLPI, STOR, NNN, ADC, BRX, CUBE, STAG and NSA.

March 23, 2022

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When Is Inflation Deflationary?

When Is Inflation Deflationary?

Aneta Markowska, Chief Financial Economist for Jefferies, presents an overview of price shocks and how the U.S. economy is experiencing the biggest energy price shock since 2008.

March 11, 2022

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SMID CAP Thoughts & Observations

SMID CAP Thoughts & Observations

Steven DeSanctis, Equity Strategist for Jefferies discusses small cap pricing during economic risk.

March 11, 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, does a deep dive into the state of the defense market.

February 15, 2022

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Semis on Fire

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, provides his handbook on the “peak-cycle” for semiconductors.

February 4, 2022

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