Oil hits $100 and drives global bond sell-off

油价冲破100美元,引发全球债券抛售潮

FT News Briefing

2026-07-24

12 分钟
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The US unveiled new tariffs to replace old ones, oil’s jump above $100 deepened a global bond sell-off, and thousands of supporters of the youth-led “Cockroach” movement in India continued protesting over problems in the education system. Plus, the European Central Bank held interest rates, but other central banks may not follow suit.  Mentioned in this podcast: US hits 60 countries with new duties as Donald Trump rebuilds tariff wall Oil hits $100 for first time since May while US stocks slide  Oil price surge drives global bond sell-off India’s Gen Z takes on Modi Indian police battle ‘Cockroach’ protesters with batons and tear gas European Central Bank holds interest rates at 2.25% after debating rise Credits: ANI / Reuters Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts  The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips 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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  • Hey guys, before we get into today's show, I wanted to give you a heads up that I'm taking some time off.

  • You'll be in the more than capable hands of Victoria and Sonia, and I'll be back in the fall.

  • So in the meantime, enjoy the rest of your summer.

  • Good morning from the Financial Times.

  • Today is Friday, July 24th, and this is your FT News Briefing.

  • Donald Trump's tariffs are back.

  • And as the U.S.-Iran war continues, bond investors are not happy.

  • Markets have kind of recovered, and then all of a sudden it seems like we're mired back in the fight again.

  • So I think that investors are very keen for this to be over.

  • Plus, the protests in India are getting Prime Minister Modi's attention.

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

  • The Trump administration is hitting 60 countries with new tariffs of between 10 and 12.5%.

  • They'll go into effect today when the current 10% global duties expire.

  • Previous levies issued by the president during his so-called Liberation Day were struck down by the U.S.

  • Supreme Court earlier this year.

  • The latest tariffs use a different legal justification.

  • They're based on the outcome of an investigation by the U.S.

  • Trade Representative's Office into forced labor.

  • The probe scrutinized countries including big U.S.

  • Trading partners such as Japan, South Korea, and Canada.