Ann Duignan Analyst J.P. Morgan

Ann Duignan breaks down U.S. China Trade Truce

Amid China's warning to investors not to break out the Champagne just yet, Ann Duignan, machinery analyst with J.P. Morgan, will break down the recently announced U.S.-China trade truce at FWEDA’s 72nd annual conference, 3:30 p.m. Nov. 7. Slowing production along with other market factors prompted Duignan to rank Deere underweight as manufacturing numbers released in early October showed continued slowing. Duignan warns investors they might want to sit on the sidelines and see what happens, emphasizing market signals could indicate a structural shift in the agricultural economy and equipment sales. She’ll share what a trade breakthrough could mean short- and long-term, and she'll assess short- and long-term impacts if the deal falls apart or does not go far enough.

Duignan provides unparalleled acumen into the state of the equipment industry. Duignan is a managing director at J.P. Morgan, covering the U.S. machinery sector. She has ranked first and second in the Institutional Investor’s All America Research Team survey and the Greenwich Poll for more than a decade. Duignan joined J.P. Morgan from Bear Stearns, where she was the diversified industrials analyst for five years. She is a managing director at J.P. Morgan, covering the U.S. machinery sector. In her job she is responsible for a rating (Buy, Hold, Sell) on each of the stocks in her coverage to institutional clients.

Ann has been a top ranked analyst by Institutional Investor’s All-America Research Team survey and the Greenwich Poll for well over a decade. Ann joined J.P. Morgan from Bear Stearns, where she was the diversified industrials analyst for five years. Prior to that, she worked at Sanford C. Bernstein & Co. as the capital goods analyst. In her five years with Eaton Corporation, she held positions in the Aerospace Controls Division as vice president and general manager, in the Truck Components Division as a business development and strategy director, and at corporate as manager of business development. She also spent two years with management consultant Booz & Company and a number of years in the automotive supply industry including 3 years at a JV with Japanese glass manufacturer Asahi Glass. Ann holds an honors degree in agricultural engineering from University College Dublin Ireland, a higher diploma in mathematical modeling and computer simulation from Trinity College Dublin Ireland, and an M.B.A. from Vanderbilt University, Nashville Tenn.

3:30 p.m. – 4:30 p.m. Thursday, November 7
"U.S. Machinery Forecast” – Ann Duignan

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