The Buy America trade

About this episode

Katie Martin and Rob Armstrong discuss the strong earnings of US companies and the potential impact of the Middle East conflict.

US companies are crushing it this year and it’s not just Big Tech. More than 80 per cent of the S&P 500 companies that have reported first-quarter earnings have beaten expectations. Katie Martin and Rob Armstrong discuss the buoyant earnings and how the Middle East conflict could weigh things down. Also, they go short open bars and long muntjacs in the UK. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Hosts: Katie Martin, Rob Armstrong

Topics covered

• US economy
• S&P 500
• earnings report
• Middle East conflict
• investing
• business trends

Keywords

• S&P 500
• earnings
• US companies
• Middle East
• investing
• business

Sponsors

Financial Times

Mentioned in this episode

Organizations: Financial Times, Pushkin Industries

Products: Unhedged newsletter

Places: US, Middle East, UK

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