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.

Video Gaming Deep Dive

Alex Giaimo, Jefferies Equity Research Analyst – Internet and Interactive Media, favors ATVI & ZNGA given visibility into the content slate and outsized mobile exposure.

March 26, 2020

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REIT Week: Shaken, Not Stirred

Mike Prew, Jefferies Equity Research Analyst – REITs, shares his views on how Bear markets slam good and bad news alike.

March 21, 2020

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What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, reviews our survey regarding public opinion of the 737 MAX and 'What's Up in the Skies'.

March 13, 2020

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SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, says it’s hard to tell if the market is making A bottom or THE bottom, and we tend to take our cues from the HY market.

March 4, 2020

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The Best of Both Worlds for SSE

Ahmed Farman, Jefferies Equity Research Analyst – European Utilities, discusses SSE, a leading renewables player in the U.K. and Ireland, with a 10GW project pipeline.

February 26, 2020

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Flight Embarrassment

Sandy Morris, Jefferies Equity Research Analyst – European Aerospace & Defense Electronics, says right now, COVID-19 is bearing most heavily on the A&D sector, overshadowing the prolonged grounding of the 737 MAX.

February 26, 2020

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Higher Stakes - We Upgrade USA Sports Betting

James Wheatcroft, Jefferies Equity Research Analyst – U.K. Gaming, highlights upgraded estimates for the U.S. sports betting market and sees a $5bn EBITDA opportunity.

February 25, 2020

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Containerboard Pricing Debate

Cole Hathorn, Jefferies Equity Research Analyst – Paper & Packaging, says that just over 35% of Europe's recycled containerboard capacity has publicly announced price hikes and the bull/bear debate on whether a portion of this hike may "stick" is ongoing.

February 13, 2020

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Aging in Place

Jonathan Matuszewski, Jefferies Equity Research Analyst – Hardline Retail, concludes homeowner remodeling spend tied to 'aging in place' is underappreciated. Home improvement centers like LOW & HD are natural beneficiaries.

February 12, 2020

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Still Value in UK Housebuilders

Glynis Johnson, Jefferies Equity Research Analyst – Building, Construction & Housebuilders, discusses valuations across this cycle and last, suggests substantial upside in share prices of the UK Housebuilders.

February 12, 2020

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What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, reviews our recent Space Primer, semi-annual business jet broker survey, and commercial aftermarket survey.

February 9, 2020

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Jefferies 2020 Winter Consumer Summit – Key Takeaways

Andrew Barish & Alexander Slagle, Jefferies Equity Research Analysts – Restaurants highlight their takeaways from our 9th Annual Winter Consumer Summit.

February 6, 2020

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U.S. Food Initiation – Efficiency Inflection?

Rob Dickerson, Jefferies Equity Research Analyst – Food, discusses core findings and proprietary analysis from his team’s recent initiation of the U.S. Food space.

February 3, 2020

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Buy Campari, Downgrade Diageo

Edward, Mundy, Jefferies Equity Research Analyst – Beverages, shifts preferences within the European spirits space, downgrading Diageo to Hold and upgrading Campari to Buy.

February 2, 2020

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Double in Five Years; Returning to Returns

James Vane-Tempest, Jefferies Equity Research Analyst – Healthcare, discusses ROIC valuation framework assessing sector risk adjusted cash returns and EV/IC.

February 1, 2020

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Jefdata Monthly Minute – January 2020

Richard Carbone, Jefferies Data Strategist, discusses alternative data from the perspective of the Gartner Hype Cycle.

January 31, 2020

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Initiating on the European Asset & Wealth Managers

Tom Mills, Jefferies Equity Research Analyst – Brokers, Asset Managers & Exchanges, launched coverage with Buy ratings on Amundi (AMUN FP, PT €85) and Julius Baer (BAER SW, PT CHF66).

January 31, 2020

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Initiation on U.K. Wealth Managers

Julian Roberts, Jefferies Equity Research Analyst – Brokers, Asset Managers & Exchanges, describes two of the key drivers on BRW and RAT- FUM retention and PBT margins.

January 30, 2020

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Initiating Coverage of the European Exchanges

Martin Price, Jefferies Equity Research Analyst – Brokers, Asset Managers & Exchanges, launched coverage of three European exchanges with Buy ratings on Deutsche Boerse (DB1 GR, PT €165) and Euronext (ENX FP, PT €88) and a Hold rating on BME (BME SM, PT €33.4).

January 30, 2020

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Five Factors Impacting Global Equities

Sean Darby, Global Equity Strategist for Jefferies, discusses the dash for cash in 2019 and inflation surprise for 2020.

January 15, 2020

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2020 European Economic Outlook

David Owen, Chief European Financial Economist for Jefferies, discusses major topics to look out for in 2020.

January 13, 2020

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Three Markets to Watch in 2020

Sean Darby, Global Equity Strategist for Jefferies, says Israel Bluestar Global Index, UK FTSE 250, and Japan TOPIX have an excellent combination of domestic growth and global economic sensitive shares.

January 13, 2020

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What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, reviews the 2020 outlook and the recent addition of LHX to the Franchise Pick list.

January 9, 2020

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SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, says that after returning 10% in Q4 and posting its 11th best-return at 25.5%, the R2 is within 6% of our 1750 target and thus we think the "pause that refreshes" is needed.

January 9, 2020

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The Answer to All Questions: It Depends

David Katz, Jefferies Equity Research Analyst – Gaming, Lodging & Leisure discusses how Opco/Propco strategies are best used in a balance of owned and leased and top picks, ERI and VICI.

January 13, 2020

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Software Playbook 2020

Brent Thill, Jefferies Equity Research Analyst – Internet, Software and Cloud, discusses the Software Playbook 2020 and highlights top picks across the application, infrastructure and security spaces.

January 9, 2020

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Internet Playbook 2020

Brent Thill, Jefferies Equity Research Analyst – Internet, Software and Cloud, recaps key trends, themes and stock moves from 2019 and highlights top picks and predictions from the Internet Playbook 2020.

January 8, 2020

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