Sheila Kahyaoglu
Managing Director in Equity Research at Jefferies focusing on airlines, aerospace and defense, offering company-level analysis and sector outlooks.
Top 5 podcasts with Sheila Kahyaoglu
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10 snips
Dec 17, 2025 • 21min
Bloomberg Surveillance TV: December 17th, 2025
Sheila Kahyaoglu, a Senior Equity Research Analyst at Jefferies, discusses the survival struggles of smaller airlines and the drivers behind consolidation in the aerospace sector. Rep. French Hill shares insights on housing reforms and efforts to lower insurance costs through deregulation. Elizabeth Economy, a Senior Fellow at the Hoover Institution, analyzes the evolving U.S.-China trade dynamics post-Busan summit, exploring China's economic policies and the cautious outlook for foreign investors in Chinese markets.
Jan 10, 2024 • 27min
Bloomberg Surveillance: Inside Boeing's 'Mistake'
Sheila Kahyaoglu discusses the latest on Boeing and the airlines sector. Seema Shah expects positive nominal growth and continued fall in inflation. Kathy Bostjancic says mild recession is still possible. Matthew Bartlett previews final GOP debate before Iowa Caucuses.
Oct 3, 2023 • 34min
Surveillance: Wells Fargo's S&P 500 Call
Chris Harvey reveals Wells Fargo's S&P 500 year-end call; Robert Tipp discusses the potential for a 5% or 6% rise in the 10-year; Sheila Kahyaoglu highlights United airlines' potential $80M savings from reduced passenger weight; Dana Peterson talks about consumer hurdles; Gov. Lamont addresses Connecticut's economic competitiveness and border control.
Jul 10, 2025 • 48min
MP Materials Strikes Deal With Pentagon to Build US Rare Earth Magnet Supply Chain
James Litinsky, the dynamic CEO of MP Materials Corp., dives into a groundbreaking multibillion-dollar deal with the Pentagon to boost the U.S. rare earth magnet supply chain. Sheila Kahyaoglu shares insights on the airline industry's recovery, discussing Delta's promising outlook. Kurt Wagner highlights advancements in AI, focusing on concerns around Elon Musk's Grok chatbot and market reactions to industry changes. Together, they explore the intersection of national security, economic growth, and technological innovation.
Jan 27, 2026 • 31min
S&P 500 Hits Record High as Dollar Selloff Deepens
Karen Veraa-Perry, Head of U.S. iShares Fixed Income Strategy at BlackRock, on ETF flows and bond positioning. Jennifer Dlouhy, Bloomberg senior reporter, on shifting White House immigration tactics. Sheila Kahyaoglu, Jefferies equity research MD, on airlines, defense and Boeing’s outlook. They discuss dollar weakness, stock highs, Fed expectations and sector-level impacts in short, punchy conversations.
