US health insurer stocks call in sick

美国健康保险公司股票请病假

FT News Briefing

2026-01-28

11 分钟
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US health insurance stocks plunged yesterday, and New Delhi and Brussels have agreed a trade deal that will eliminate up to €4bn of tariffs on EU exports. Plus, Nato is increasing its military presence in the Arctic to counter Russia.  Mentioned in this podcast: US health insurer stocks plummet on Trump Medicare spending plan EU and India seal trade pact to slash €4bn of tariffs on bloc’s exports How Nato is preparing for war in the Arctic Send your voice memos about your post graduate job search to: marc.filippino@ft.com Note: The FT does not use generative AI to voice its podcasts  Today’s FT News Briefing was hosted by Sonja Hutson and edited by Marc Filippino. It was produced by Fiona Symon and Victoria Craig. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann and Michael Lello. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT’s Global Head of Audio. The show’s theme music 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 Wednesday, January 28th, and this is your FT News Briefing.

  • U.S.

  • health insurance stocks are feeling under the weather, and there's a new trade deal on the block.

  • Plus, Nordic countries are hoping the Greenland debacle will make NATO focus on Arctic security.

  • I'm Sonya Hudson, and here's the news you need to start your day.

  • Shares of American health insurance groups plunged yesterday.

  • The Trump administration proposed no increase to Medicare payments to those companies next year.

  • Medicare is a federal health insurance program for Americans 65 and older.

  • Shares of United Health and Humana dropped around 20%.

  • Patrick Temple West covers health care for the FT.

  • He is here to make sense of these moves for us.

  • Hi, Patrick.

  • Hello, Sonia.

  • Can you just put this in context for us?

  • What is the administration's proposal?

  • Late Monday, CMS, the Centers for Medicare and Medicaid Services,

  • put out this announcement about its proposed rate change for 2027.

  • The government does it every year.

  • What was really surprising is CMS said no increase,