Jefferies’ Economist Mohit Kumar Sees Bull Market Potential in 2024
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.
Graying of America Explains Labor Market Tightness; Recession Likely On Tap for Early ‘24
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.
Specialty Finance in 2023: Positive Momentum Amid Economic Flux
Specialty finance companies experienced positive momentum during the second quarter and summer of 2023. Sustained demand for credit from both consumers and alternative funding, along with some encouraging macroeconomic trends, drove continued growth.
Upside for Rates Likely Capped as Economic Data Softens in the Fall
Jefferies economists take the temperature of the US economy, offering predictions on rate hikes, the labor market, and slowing inflation.