cramer sits down with cnh cramer sits down with cnh industrial next. this is dr. arnold t. of petsworth vetworld. business was steady, but then an influx of new four-legged friends changed everything. dr. petsworth welcomed these new patients. the only problem? more appointments meant he needed more spa. that's when dr. petsworth turned to his american express business card, which offers flexible spending limits that adapt with his business. he used his card to furnish a new exam room, and everyone was happy. built for dr. petsworth bu built for your business. amex business. the first time you connected your godaddy website and your store was also the first time you realized... well, we can do anything. cheesecake cookies? the chookie! manage all your sales from one place with a partner that always puts you first. (we did it) start today at godaddy.com >>> the past couple of months, the industrials have come roaring back. no wall street realizes we may not be headed for a recession. take cnh industrial. on friday they pulled back a quick 6% but we are going to dig into that

cnh trades at half the valuation of john deere. they're not dissimilar deere is a little better, but cnh is competitive scott is doing an excellent job. when he came in there was a problem here and there, they needed to clean up some of the automation, et cetera. he's in the process of doing this they will be very competitive with deere it's a margin expansion story, and we're starting at a very low earnings base, and the big picture for agriculture, very important to have these types of players who can get more productivity out of every acre of land. >> david herro, we did arable land, allianz and lloyds banking group. thanks for coming on "closing bell." let's not make it another few years, david. >> any time for you, brian. >> 6:00 p.m. central for "last call". thank you very much. >>> up next, bob iger under fire the disney ceo facing some scathing criticism from the famed actor brian cranston we're going to bring you his comments and what they could mean for disney right after this at pnc bank, you can find us in big cities an

welcome back sneak peek at the kramer cam jim is sitting down with the ceo of agriculture equipment maker cnh industrial you can catch the full interview at the top of the hour on "mad money." >>> we have a huge slate of earnings ahead amazon, doordash, uber, airbnb and starbucks on deck. why many names have rallied, starbucks is relatively flat will this week's numbers get the stock percolating higher tim? >> i hope not. i think they're going to do what they did in q-1. they're going to talk about stagnating growth. they're going to talk about margin pressure and i think they've had a great environment for pricing power, and i think some of that is in their fay voir i'm long 25% of my original position i sold puts and probably got some of that put back to me after selling calls into that number in other words, i want to own it lower, i think i will. 95 is where you want to own starbucks. either way, i think it's a great stock to own there's nothing broken here, but it's been a very strong run off of a terrible bottom >> yeah, julie >> i think what's interesting about this business is trying

adarsh: regional income a plane for dollar strength against the cnh another low yield there's withinense. the taiwan dollar is another currency which is a low yield there. carry trade's make sense in the source short-term. the rupee and rupiah are our favorites. the indian rupee has a strong domestic story. rishaad: neutral on them? adarsh: from a hedging perspective but the dollar terms towards end of the year, those will be our preferred longs. haslinda: you said long-term effects will do well. they are the best performers this year. how much more upside realistically? adarsh: not so much in long-term fx but it continues to do well. we have to enter an easing cycle but you probably have to see pickup in fx volatility. it is about the carry trade. investors will buy mexican peso and brazilian real beard if it picks up, you could see a return in affects currencies. fx currencies. haslinda: the monetary authority of singapore saying that the next prime minister of singapore has been named the chairman of the board. this is the central bank of the lion city. just a quick check of the s