What would Kevin Warsh’s Federal Reserve look like?

凯文·沃什的联邦储备会是什么样子?

FT News Briefing

2026-02-02

12 分钟
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单集简介 ...

Europe’s largest oil companies are poised to curb share buybacks, and Kevin Warsh’s nomination to Fed chair could spark a rethink of how America’s central bank works. Plus, consumer giants deal with backlash over contaminated baby formula. And, a rollercoaster in precious metals prices triggers ‘pandemonium’ in New York’s Diamond District. Mentioned in this podcast: Europe’s oil majors prepare to cut billions in shareholder payouts Kevin Warsh’s nomination as Fed chair to spark rethink of bank’s role Nestlé and Danone hit by backlash over contaminated baby formula Gold and silver tumult triggers ‘pandemonium’ in New York’s Diamond District Note: The FT does not use generative AI to voice its podcasts  Today’s FT News Briefing was hosted by Victoria Craig, and produced by Fiona Symon and Julia Webster. Our show was mixed by Alex Higgins. Additional help from Peter Barber. 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 Monday, February 2nd.

  • And this is your FT News Briefing.

  • Low crude prices are prompting some belt tightening for Europe's oil majors.

  • And what could the Federal Reserve look like under a chair, Kevin Warsh?

  • Plus, consumer giants are facing a growing crisis after a widespread infant formula recall.

  • Something like this can irreparably destroy a reputation of a brand for years and years to come.

  • I'm Victoria Craig and here's the news you need to start your day.

  • Europe's biggest oil companies are expected to slash billions of dollars in shareholder payouts.

  • Shell, BP, and Total Energies report their full-year earnings this month,

  • and analysts predict the companies will slow share buybacks.

  • by as much as 25%.

  • It's in a move to protect their balance sheets as oil prices are expected to continue weakening due to geopolitical tensions.

  • In recent years,

  • European oil majors have plowed more than half their cash flow into repurchasing their shares.

  • That shrinks the number of them in circulation and supports the stock price.

  • Overall, UBS says the industry has cut its share count by about a fifth since 2021.

  • In the days since US President Donald Trump nominated Kevin Warsh to head up the Federal Reserve,

  • plenty of Wall Street heavyweights have piled on the praise.

  • But others are wary about Warsh's desire to radically transform the world's most important central bank.