The Iran War Is Complicating How the Fed Makes Rate Decisions

伊朗战争正使美联储在制定利率决策时面临复杂局面。

Big Take

2026-03-19

17 分钟
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单集简介 ...

The Federal Open Market Committee announced this afternoon that it would hold interest rates steady. The decision comes in spite of spiking oil prices and new market uncertainty driven by the Iran War. On today’s Big Take podcast, host David Gura sits down with Bloomberg Federal Reserve reporter Amara Omeokwe and Wharton professor and historian Peter Conti-Brown to discuss how the Fed is thinking about the Iran War and its impacts on the US economy — and what could shift its calculus in the months ahead. Read more: Fed to Hold Interest Rates Steady as Iran War Scrambles the Economic Outlook Hosted by David Gura; Produced by Julia Press; Reported by Amara Omeokwe; Edited by Tracey Samuelson. Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer. See omnystudio.com/listener for privacy information.
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  • Good afternoon.

  • My colleagues and I remain squarely focused on achieving our dual mandate goals of maximum employment

  • and stable prices for the benefit of the American people.

  • The Federal Reserve announced this afternoon it would keep interest rates steady.

  • Today, the FOMC decided to leave our policy rate unchanged.

  • That's in spite of spiking oil prices and new market uncertainty driven by the Iran war.

  • Fed Chair Jerome Powell took the podium to explain the rationale behind today's decision.

  • The implications of events in the Middle East for the U.S. economy are uncertain.

  • In the near term, higher energy prices will push up overall inflation,

  • but it is too soon to know the scope and duration of the potential effects on the economy.

  • Bloomberg Fed reporter Amira Amokwe says that the Fed is essentially in wait-and-see mode

  • when it comes to the conflict and the impacts it could have on the economy.

  • Obviously, energy, oil, those are all inputs that matter for production, for service-producing businesses.

  • And so if you start to see inflationary pressures sort of broaden beyond the energy sector itself into other parts of the economy,

  • that I think would be of concern to Fed policymakers.

  • But they will also then be watching the real side of the economy.