Fed holds rates as inflation fears grow

美联储维持利率,通胀担忧加剧

FT News Briefing

2026-07-30

12 分钟
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单集简介 ...

Meta and Microsoft reported quarterly earnings as investors raised concerns about AI spending, and the US Federal Reserve held interest rates steady. The Bank of Japan is also expected to leave rates unchanged at its meeting on Friday, and UK oil and gas companies are looking away from the North Sea in favour of foreign investment opportunities. Mentioned in this podcast: Microsoft’s cloud business boosts sales as AI investment climbs to $41bn Meta shares drop on falling profits and weak sales forecast US central bank holds rates steady even as Iran war threatens fresh jolt of inflation UK North Sea oil companies look overseas for growth Investors warn Bank of Japan faces test to inflation-fighting credibility Listen to Unhedged on Apple Podcasts, Pocket Casts or Spotify. Credit: Federal Reserve Save 10% on tickets with the code FTPodcast. Visit ft.com/festival to find out more. 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, it's Mark checking in from my time off.

  • I wanted to let you know about the FT Weekend Festival happening on Saturday,

  • September 5th at Kenwood House Gardens in London or online wherever you are.

  • Spend the day with FT journalists, leading voices,

  • and forward thinkers across business, politics, economics, culture, and the arts.

  • As a podcast listener, you're going to save 10% on tickets with the code FTPodcast.

  • Just visit ft.com slash festival to find out more.

  • We'll have that link in the show notes.

  • Good morning from the Financial Times.

  • Today is Thursday, July 30th, and this is your FT News Briefing.

  • Meta and Microsoft reported earnings yesterday.

  • And how much wiggle room does the new Fed chair have to keep interest rates on hold?

  • Walsh has been very, very consistent in terms of saying he will fight inflation.

  • However, that begs the question, why not raise interest rates?

  • Plus, UK oil and gas companies are giving the North Sea the cold shoulder.

  • I'm Sonia Hudson, in for Mark Filipino, and here's the news you need to start your day.

  • Remember in yesterday's show, the FT's Rob Armstrong laid out a dilemma

  • for big tech companies as they report their earnings.

  • Can one of these companies get the mix right of strong AI growth without the overwhelming and terrifying AI spending?

  • Get that balance wrong and investors will sell off the company's stock.