Reuters Morning Bid
Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.
10
Levy let die
<p>A dramatic weekend of tariff reversals leaves markets searching for direction, with questions mounting over U.S. fiscal planning. Meanwhile, oil prices retreat before the next round of U.S.-Iran discussions.</p> <p>Today’s recommended read: **US LNG export surge and soft China demand meet record European imports, Clyde Russell**</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi</p> <p>Sound engineering and music by Sebastian and Josh Sommer</p> <p>Visit the Thomson Reuters Priva...
Week Ahead: Chip check
<p>The world’s most valuable company reports earnings this week, and investors are nervous. With AI spending ballooning and just four customers driving most of Nvidia’s revenue, the market wants answers.</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi</p> <p>Sound engineering and music by Sebastian and Josh Sommer</p> <p>Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.</p> <p>You may also visit megaphone.fm/adchoices to opt out...
Week in Review: Tariff takedown
<p>A Supreme Court ruling overturns some of Trump's sweeping U.S. tariffs, prompting potential importer refunds. Plus, U.S. inflation remains stubborn and fourth‑quarter GDP lands sharply below expectations, reflecting slowing economic momentum at the end of 2025. </p> <p><br></p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi</p> <p>Sound engineering and music by Sebastian and Josh Sommer</p> <p>Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.</p> ...
Shutdown shadow
<p>A 43‑day shutdown delayed U.S. GDP numbers, but the economy is still expected to be growing briskly. We look at why higher‑income Americans may finally be pulling back on spending, what the Fed will be watching in today’s PCE data. Plus how fresh strains in private credit and rising debt worries are adding a new layer of uncertainty.</p> <p>Today’s recommended read: Morning Bid: Oil spoils tech tonic, Mike Dolan</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan...
Nvidia’s Meta match
<p>A mystery‑priced chip deal between Meta and Nvidia boosts Big Tech. Geopolitical tensions push oil prices higher. And even with AI spending exploding, Fed officials still aren’t convinced it will tame inflation anytime soon.</p> <p>Today’s recommended read: Hawks circle as top two central banks switch leaders, Mike Dolan</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi</p> <p>Sound engineering and music by Sebastian and Josh Sommer</p> <p>Visit the Thomson Reuter...
Changing of Lagarde
<p>Christine Lagarde is reportedly considering an early exit as president of the European Central Bank. Meanwhile, Wall Street returns from its break with fresh anxiety about AI’s impact on Big Tech and future interest rates. Tonight’s Fed Minutes might offer a clue.</p> <p>Today’s recommended read: China isn’t importing any US LNG, but it's still in the game by Ron Bousso</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi</p> <p>Sound engineering a...
Wall Street wakes up
<p>Global markets return from a quiet long weekend on a softer note, gold and oil ease as U.S.–Iran talks begin in Geneva, and slowing UK wage growth boosts expectations the Bank of England may move toward a March rate cut.</p> <p><br></p> <p>Today’s recommended read: 'Global euro' may have to come with some FX lift by Mike Dolan</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi</p> <p>Sound engineering and musi...
Goldilocks zone
<p>U.S. inflation edges toward the Fed’s target while Japan’s government faces weak growth that underscores its push for fresh stimulus. Meanwhile, energy markets brace for volatility as a low‑expectation second round of U.S.–Iran talks in Geneva threatens to sway oil prices.</p> <p><br></p> <p>Today’s recommended read: Suffocating Western pressure may finally force Russian oil output cuts by Ron Bousso</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi</p> <p>Soun...
Week Ahead: Horse power
<p>A global rotation shakes up markets as money moves from pricey growth stocks into value. U.S. GDP and Walmart results may reveal whether momentum can last, and China’s Lunar New Year brings a surprising yuan rally that adds fresh intrigue to the week ahead.</p> <p><br></p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi</p> <p>Sound engineering and music by Sebastian and Josh Sommer</p> <p>Visit the Thomson Reuters Privacy Statement for in...
Week in Review: Irreplaceable?
<p>From legal tech to finance, AI anxiety spread fast this week after another startup claimed it could do the job of entire teams. Plus, a rosy U.S. jobs report hides a much weaker white‑collar picture and a sliding dollar.</p> <p><br></p> <p>Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest</p> <p>Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi</p> <p>Sound engineering and music by Sebastian and Josh Sommer</p> <p>Visit the Thomson Reuters Privacy Statement for information on our privacy and da...
