Hints and tips:
...That would be markets columnist Katie Martin and US financial commentator Robert Armstrong. Robert ArmstrongGreetings....
...Robert ArmstrongAlmost $2tn. Katie MartinWell, it is two now. Robert ArmstrongYeah, it is two now....
...Robert Armstrong Katie, you go first....
...Katie MartinThat’s it. Robert ArmstrongRight? Generally it takes a cool economy to slow inflation. Katie MartinYeah....
...Katie Martin3.9. Robert ArmstrongThat is not necessarily a recessionary level. [MUSIC PLAYING] Katie MartinYeah....
...Ethan WuI’m sure those emails were from one Robert Armstrong. Katie Martin(Laughter) They weren’t. But I keep all of his in a special file. Ethan Wu(Laughter) Katie, why was I wrong? Riddle me that....
...Who wrote that, Rob and Katie, ChatGPT or Amundi? Katie MartinThat’s Amundi. Robert ArmstrongOK, I agree with Katie. (Katie laughs) Ethan WuKatie, did you know that?...
...Hello, it’s Katie Martin here again, stepping in for Harriet Agnew while she takes a spot of “me time”. Fear not, normal service will return next week....
...For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X....
...Robert ArmstrongThank you, Katie....
...Today on the show Katie Martin and Robert Armstrong unpack the numbers. Also, we go long UK pasty purveyor Greggs and short Tesla....
...Ethan WuKatie, I’ll have you know that a one Robert Armstrong took this exact same bet on a previous recent episode of Unhedged. Does that influence your opinion? Katie MartinYes, I’m now long....
...On X, follow Ethan Wu (@EthanYWu), Robert Armstrong (@rbrtrmstrng), Katie Martin (@katie_martin_fx) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more....
...You know, Katie and I, we pushed through our colds on Tuesday, but you’re really pushing through a whole lot more. So props to you. Props to you. Robert ArmstrongShow must go on....
...And there’s another factor too, which is as we’ve discussed on the show previously with Katie Martin, the UK is a market that likes dividend payers, right? Robert ArmstrongYes....
...Follow Ethan Wu (@ethanywu), Robert Armstrong (Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com....
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