US banks are hungry for deals

美国银行渴望交易

FT News Briefing

2025-06-30

12 分钟
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The Trump administration is paving the way for more US bank mergers, and China’s online retail giants are losing some key customers. Plus, the race to replace Federal Reserve Chair Jay Powell is heating up, and the UK is trying to make financial advice more accessible.  Mentioned in this podcast: Deal hunger stirs among US banks US shoppers ditch Shein and Temu as Trump closes tax loophole White House says decision on nominating next Fed chair not ‘imminent’ UK launches biggest financial advice shake-up in more than a decade Today’s FT News Briefing was produced by Sonja Hutson, Kasia Broussalian, Ethan Plotkin, and Marc Filippino. Additional help from Alexander Higgins and Peter Barber. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show’s theme song is by Metaphor Music.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Good morning from the Financial Times.

  • Today is Monday, June 30th, and this is your FT News Briefing.

  • U.S. banks can't wait to start doing deals again.

  • And China's online stores might be going out of style in America.

  • Plus, the White House is starting its search for the next central bank chair early.

  • It's just going to sow confusion at a time when markets are already having to face a lot of uncertainties about economic policy.

  • U.S. banks are hungry for takeovers,

  • and their next meal might just be right around the corner.

  • Executives are anticipating a surge in deals in the next year,

  • even as the last few months have been hit by a bit of a food desert.

  • Now, here to hopefully explain my tortured metaphors is the FT's Martin Arnold.

  • He writes about financial regulation.

  • Hey, Martin.

  • Hello.

  • All right, so tell me what's driving the positive outlook for U.S. bank consolidation.

  • Why are we expecting a turnaround?

  • Yeah, so it's very much an expected turnaround.

  • And the reasons people are anticipating that this is going to happen are mainly twofold,

  • I would say.

  • The first is a big shift in the regulatory climate.