**REPLAY** The Industrialist LIVE: Truck Update; Inflation; Data Releases

Research evidence excerpt

**REPLAY** The Industrialist LIVE: Truck Update; Inflation; Data Releases

USA | Industrials EquityJuneResearch12, 2026

**REPLAY** The Industrialist LIVE: Truck Reminder: We have moved our weekly

webcast to Fridays at 1:00 PM EDTUpdate; Inflation; Data Releases

We invite you to watch the replay of this week's installment of the Industrialist

LIVE — featuring Steve Volkmann and Chirag Patel. The team discussed current

events impacting Industrials and provide color from recent analyst days and

takes from buy-side meetings around the globe. We also discussed our recent

truck note, potential inflation impacts, and reads from recent data releases.

Please reach out to us or your Jefferies representative with any follow-ups.

.What's New This Week? We invite you to watch the replay of this week's installment of Industrialist

LIVE featuring Steve Volkmann and Chirag Patel. Following a hiatus last week, we covered the most

recent events impacting our expanded coverage universe, thoughts from a variety of analyst days

and data releases, and takeaways from meetings we have been having with buy-side clients around

the world.

Read our recent truck note HERE, our thoughts on potential inflationary impacts in industrial HERE,

our recent HVAC data update HERE, and manufacturing/equipment rental/distributor foot traffic

data notes HERE, HERE, and HERE.

Webcast: The Industrialist *LIVE*. We invite you to watch this week's replay of the Industrialist

as we continue our regular programming of our weekly webcast series featuring Steve Volkmann,

Chirag Patel, and James Ko. Most FRIDAYS at 1:00 PM EDT, we discuss (and/or debate) relevant

themes, trends, and key items to watch for across our coverage to prepare you for the week ahead.