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.

Semis on Fire

Semis on Fire

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, provides insights on Semi-Caps and launched coverage on AMAT, KLAC and LRCX.

January 14, 2022

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Auto Tech Download

Auto Tech Download

David Kelley, Jefferies Equity Research Analyst - Auto Tech & Connected Mobility, gives his top picks for 2022.

January 7, 2022

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Biotech Top Picks

Biotech Top Picks

Chris Howerton, Jefferies Equity Research Analyst – Biotechnology, provides a deep dive into AMTI, PTGX, HRMY and VRDN, his top picks for 2022.

January 2, 2022

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Jefferies Thought Leader Series

ZIM Rates Are Right, Volume Is Up

Randy Giveans, Jefferies Equity Research Analyst – Maritime, remains convinced that ZIM is well positioned to continue to capitalize on the record container market.

December 16, 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, discusses recent downgrade of LUV to HOLD.

December 14, 2021

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Jefferies Thought Leader Series

Jefferies Thought Leader Series

Christopher Wood, Global Head of Equity Strategy for Jefferies, provides a Global Market update for Developed Markets and Asia.

December 9, 2021

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Jefferies Thought Leader Series

Jefferies Thought Leader Series

Steven DeSanctis, Equity Strategy for Jefferies, discusses his outlook for small caps.

December 8, 2021

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State of the Hydrogen Market

State of the Hydrogen Market

Luke Sussams, Jefferies Equity Research Analyst – ESG, speaks with Will Kirkness on key players in the electrolyser/fuel cell sector and Alan Spence on opportunities and challenges for hydrogen use in the European steelmaking sector.

December 5, 2021

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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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