Jefferies Insights - July 2022

As part of the firm’s daily communication with clients, Jefferies regularly publishes perspectives, ideas and insights on the markets and our areas of focus through research reports, trend analysis, white papers and industry commentary, as well as strategy and economic thought pieces.

Economics and Strategy

• No Near-Term Recession, and Stocks Could Be Attractive as Long as Fed Doesn’t Overshoot

Actionable Ideas for Companies and Sponsors

• Go-Private Opportunities on the Horizon When Markets Stabilize
• Shareholder Activism on the Rise in Europe
• Options Still Exist in Leveraged Finance Market Despite Macro Headwinds
• Raising Growth Capital Through Equity Private Placements
• Acceleration in At-The-Market (ATM) Activity
• Rescue Financing Opportunities for SPACs

Best Research Ideas

• U.S. Insights – Admiring the Sunset or Afraid of the Dark? Equities for a Dimming Outlook
• Mega Trends and Themes – Portfolio Update 1H22
• Mining: China Policy Shift Is Bullish – Demand Risk Remains in U.S. and Europe