【Jefferies-2025研报】杰富瑞策略——对公用事业的深入探讨.pdfVIP

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【Jefferies-2025研报】杰富瑞策略——对公用事业的深入探讨.pdf

EquityResearc

USA|EquityStrategyJune10,2025

JEFsStrategy—ADeeperDiveAcrossUtilitiesSTRATEGYNOTE

SentimentremainsstrongtoUtilitieswithinflowsintoitsETFs,grouphasheld

upsinceFedcutratesrelativetoindexes.JEFstrategyteamhasdivergingTheJefferieshouseviewislittlechangeto

views—OWinlarge,UWsmall.Higherforlongerhurtssector,valuationsrates,withtheFedcuttingthreetimesstarting

inSeptember

expensive,butnotmuchhaschangedtoearningsforecasts.SurprisedthatUS10Y(endofqtr/yr)US2Y(endofqtr/yr)FedFunds(endofqtr/yr)

5.0

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