Katie Martin

I'm Katie Martin.

Thanks for listening.

I'm joined, as usual, by the big man in New York City, Mr. Rob Armstrong.

Rob, do you have your special chair again?

Good.

Bull or bear, trade or tariff, future or fad, there's more than one side to every story.

With the Flipside podcast from Barclays Investment Bank, you'll hear two research analysts having a provocative debate on hot topics in business and markets.

Listen to The Flipside on your favorite platform.

There's really no two ways about it.

US companies are absolutely crushing it at the moment.

We're well into earnings season in the States right now, one of the currently four times of year when listed American companies tell the world how they're doing.

And the answer is, very nicely indeed.

Thanks very much.

A good chunk above 80% of companies in the S&P 500 have beaten what were already pretty lofty expectations for the money they're making.

And it's not just in AI.

Today on the show, heaven knows, it pains me to say it, but it's the Buy America trade.

This is Unhedged, the markets and finance podcast from the Financial Times and Pushkin.

I'm Katie Martin, a markets columnist at the FT in London, busily memorising the entire internet in advance of the FT Alphaville pub quiz tonight.

All the way from over there in the land of bumper earnings, it is the big fella, Mr. Robert Armstrong, who today has been put in a special chair for recording this podcast.

Yeah, whatever it takes.