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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.

Opining From the Office - Mats/Industrials, Tariffs, VIX

T.J. Thornton, Jefferies Head of U.S. Equity Product Management, discusses the VIX and how the S&P tends to rally in the month following large VIX spikes.

August 8, 2019

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Jefferies Lens Into Pricing & Discounts

Janine Stichter, Jefferies Equity Research Analyst – Department Stores & Specialty Softlines, identifies inflections in pricing-promos using more than four years of data.

July 31, 2019

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Global Asset Allocation: The Reach and Over-Reach for Yield

Sean Darby, Global Equity Strategist for Jefferies, says that with the Fed cut, the reach for yield has gone into overdrive with MSCI All World Index attempting to make a new high.

July 30, 2019

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Opining from the Office - Value, Semis, JefData Highlights

T.J. Thornton, Jefferies Head of U.S. Equity Product Management, discusses recent report highlights including perspectives on the bottoming of lead indicators, the cheapness of value stocks and Fed rate cuts all should provide tailwinds for some lagging groups.

July 29, 2019

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U.S.: Risk Free Return

Sean Darby, Global Equity Strategist for Jefferies, explains that the self-reinforcing trend in lower yields has not been accompanied by a marked shift in equity fund flows or factor returns.

July 28, 2019

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Big Gifting TAM For Wayfair

Jonathan Matuszewski, Jefferies Equity Research Analyst – Hardline Retail, says that Wayfair (W) is uniquely positioned to succeed in the attractive registry market.

July 25, 2019

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Analog Renaissance 2.0

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors, says consolidation is better than we thought, big get bigger and to expect more M&A.

July 19, 2019

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SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, says that small has lagged large by over 1500 basis points over the last 12 months and the underperformance is now below the one-standard deviation line.

July 10, 2019

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SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, discusses how '95 cuts are most similar to today with no recession on horizon and says small delivers below average performance and lags large, slower growth & value beat fastest & growth, quality and size mattered.

June 26, 2019

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Tech Supply Chain & Chinese Telcos Under Huawei Export Ban

Edison Lee, Jefferies Equity Research Analyst – China Telecom, walks investors through the implications of the Huawei export ban for China's 5G development and China telcos' capex.

June 27, 2019

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Global Asset Allocation: Risk Aversion is Rife

Sean Darby, Global Equity Strategist for Jefferies, says that worries over a U.S. recession have coincided with fears over the U.S.-China trade dispute.

June 27, 2019

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Opining from the Office - AAII Bull/Bear, Ag Cycle, Consumer Conference

T.J. Thornton, Jefferies Head of U.S. Equity Product Management, discusses AAII sentiment, upgrades of DE & AGCO, and how companies cited poor weather at Consumer Conference, but retail tends to bounce after wet/cool springs.

June 26, 2019

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China Smartphone & SaaS Outlook

Rex Wu, Jefferies Equity Research Analyst – China Technology, provides highlights from his first outlook on the China Smartphone and Software-as-a-Service sectors.

June 25, 2019

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Introduction to Microstrategy: Navigating Growth Headwinds

Desh Peramunetilleke, Global Microstrategist, introduces our Microstrategy product and summarizes our recent Style watch report on the Asia Pacific region.

June 25, 2019

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U.S. and India: Internet and Payment System Growth Only Beginning

Sean Darby, Global Equity Strategist for Jefferies, says that although Vietnam is lauded as a beneficiary of the U.S.- China trade dispute, India on many levels is a natural winner.

June 25, 2019

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PLNT Interview with CEO Chris Rondeau

Randy Konik, Jefferies Equity Research Analyst – Lifestyle & Growth Platforms interviews PLNT CEO and remains convinced that fundamentals are robust and the runway for growth is long.

June 23, 2019

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Deere and AGCO Upgrades

Stephen Volkmann, Jefferies Equity Research Analyst – Machinery, upgraded DE and AGCO from HOLD to BUY given improved large ag fundamentals and says that higher demand outlook along with weather issues should better balance the global crop and protein industries leading to higher prices over the next 2-3 years.

June 25, 2019

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Antitrust Scrutiny of Big Tech

Brent Thill, Jefferies Equity Research Analyst – Internet provides a recap of a recent expert call discussing the implications of increased antitrust scrutiny of big tech companies.

June 25, 2019

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What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, highlights recent management meetings with HXL, OSI Systems and TGI and reviews key aspects of the RTN and UTX MoE.

June 14, 2019

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Jefferies 2019 Consumer Conference – Key Takeaways

Jefferies Consumer Analysts, Randy Konik, David Katz and Chris Mandeville discuss company tone, investor sentiment, stocks and themes.

June 21, 2019

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Opining from the Office - Rainy April Q's, HAS, U.S. Chemicals

T.J. Thornton, Jefferies Head of U.S. Equity Product Management, discusses how big snapbacks in the S&P following big declines bode well for future performance.

June 14, 2019

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Jefferies 2019 Global Healthcare Conference – Key Takeaways

Jefferies Healthcare Analysts discuss improving demand in Pharma Services, encouraging comments from HHC providers AMED/LHCG on reimbursement changes, increased confidence around GILD's HIV franchise and continued limited interest in large-cap Spec Pharma.

June 11, 2019

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Growing Every Which Way

David Katz, Jefferies Equity Research Analyst – Gaming, Leisure & Lodging, says that with the passage of Gaming expansion legislation in Illinois, there are a myriad of uncertainties for operators. However, the clearest positive outcomes are for CHDN.

June 13, 2019

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SMID Cap Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, touches upon why small is lagging large. With U.S. economy showing signs of slowing, this is not good backdrop for small.

June 12, 2019

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2019 Global Macro Economic Landscape

David Zervos, Chief Market Strategist for Jefferies, continues his discussion of three important stories as they evolve in 2019.

May 28, 2019

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Jefferies 2019 Global Healthcare Conference – Key Takeaways

Jared Holz, Jefferies Healthcare Strategist, says investors continue to have an overall positive view towards the sector despite ongoing macro related and policy shifts including drug pricing changes.

June 11, 2019

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Truck Cycle Update

Stephen Volkmann, Jefferies Equity Research Analyst – Machinery, highlights his differentiated view on the truck cycle with the belief that investors are underappreciating the drivers to the industry in both NA and Europe.

May 28, 2019

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Top Tech Picks

Brent Thill, Jefferies Equity Research Analyst – Internet, provides an update of top tech picks for 2019.

May 23, 2019

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Jefferies 2019 Automotive Aftermarket Conference – Key Takeaways

Bret Jordan, Jefferies Equity Research Analyst – Automotive Aftermarket says takeaways are generally positive, as macro demand and pricing tailwinds offset near-term concerns regarding incremental tariffs and widespread discussion of the industry-wide technician shortage.

May 24, 2019

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What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, provides a qualitative assessment of Boeing's potential new aircraft offering.

May 23, 2019

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Entering Period of Sustained Upward Revisions

Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors is positive on semis heading into the 1Q19 earnings.

May 21, 2019

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Upgrading COF to BUY

John Hecht, Jefferies Equity Research Analyst – Specialty Finance, expects the stock to benefit from bigger payouts and improving efficiencies.

May 23, 2019

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Value Still to Be Had in Aggregates

Phil Ng, Jefferies Equity Research Analyst – Building Products & Construction Materials, believes that the premium valuation for MLM and VMC are warranted.

May 22, 2019

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Big on the Internet - HAS, ELF, New Franchise Pick HAE

T.J. Thornton, Jefferies Head of U.S. Equity Product Management looks at product relevant to public companies that are trending in search and social media.

May 10, 2019

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What’s Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, presents highlights from deep dive into the commercial aerospace market and drivers of both supply and demand.

May 16, 2019

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JefData Takes

Richard Carbone, Jefferies Data Strategist, discusses BattleFin NYC, alternative data science course, proprietary data distribution and the question of taming the internet.

May 16, 2019

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More Countries Become Part of Eurasia

Sean Darby, Global Equity Strategist for Jefferies, discusses One Belt One Road project, the Belt and Road Initiative and the Silk Road.

May 9, 2019

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SMID Cap: Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, discusses trade wars, earnings season, and our Overweight to Energy:

May 15, 2019

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Boston Doc Day: AMGN, AMRN, ESPR, FGEN, GILD, ICPT, MRNS, ODT, SAGE

Michael Yee, Jefferies Equity Research Analyst – Biotechnology, provides highlights from discussions with experts in renal cell and breast cancer, depression, nephrology/anemia, and CV disease.

May 13, 2019

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Survey Points to Strong Outlook for HCM/Payroll Vendors

Samad Samana, Jefferies Equity Research Analyst – Software, expects 2019 spending on HCM/payroll software to grow 6-10% and the payroll modernization wave will likely remain strong, as >50% of respondents expect to switch payroll systems in the next 18 months.

May 6, 2019

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Complacency Over Low Volatility

Sean Darby, Global Equity Strategist for Jefferies, says that cross asset average volatility index is touching the near all-time lows seen in early 2018.

May 9, 2019

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What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, provides ranking order in defense beginning with HRS, NOC, RTN followed by LMT and then GD.

May 9, 2019

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FOMC Update

Ward McCarthy, Chief Financial Economist for Jefferies responds to the more recent reactions to the March 20th FOMC Meeting.

April 5, 2019

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