Deere (DE) in a conference call, announce that they see mid-single digit net sales growth for equipment operations in FY 2026, identifying 2026 as the bottom of the current cycle
Deere's guidance indicating mid-single digit net sales growth for equipment operations in FY 2026 suggests optimism about a recovery phase following a downturn, potentially positioning 2026 as a cyclical low point.
[MARKET UPDATE]: Oil prices sell off as Trump says good talks are being held with Iran, but downside reversed as Trump says bad things will happen to Iran if no deal is made
Nutrien (NTR) expects relatively tight supply and demand fundamentals in 2026, as trendline demand test operating and supply chain capabilities, across the globe
Deere (DE) in a conference call, announce that they see mid-single digit net sales growth for equipment operations in FY 2026, identifying 2026 as the bottom of the current cycle
US President Trump says we may have to take it a step further on Iran. Have some work to do. Cannot be peace in the Middle East if Iran has a nuclear weapon.
US ITC reportedly to open a probe of USMCA automotive rules of origin
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- Current inventory level for high-horsepower tractors has declined by over 10% from their March 2025 peak.
- Expects the overall North American large agriculture industry to be down 15-20% this year.
The significant inventory reduction also highlights some inventory management improvements, but the broader expectation of a 15-20% decline in the North American agriculture industry signals ongoing headwinds that could impact near-term performance and sentiment in the agricultural machinery sector.
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