
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.

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.

What’s Driving the Automotive Aftermarket?
After another year strong performance, what comes next for one of the market’s most resilient sector?

How HCM Tech Companies Are Shaping the Battle for Talent
Even amid layoffs and a cooling labor market, C-Suite leaders are asking: Where do I find talent and how do I keep it?