M&A movement in industrials are opening, says Barclays' Julian Mitchell

Welcome back to the exchange. It's the summer of dealmaking, especially across the industrial sector. In the past week alone, we've seen big mergers from the likes of Baker Hughes and Chart Industries, Amphanol and Comcope, and most notably, and I covered this pretty extensively, Union Pacific and North Norfick Southern.So, all these deals have my next guest wondering who's next within the industry. Well, let's bring in Julian Mitchell. He's US industrials analyst at Barclays.Julian, it's great to have you ...