Reuters Morning Bid
Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.
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The Fed's next move
<p>A blackout kept officials quiet as the oil shock hit. Now Fed Chair Jerome Powell returns with new projections — aiming to signal caution without moving rates. The physical oil market is screaming tighter supply while the paper market barely reacts. Plus, Micron’s AI surge keeps equities buoyant.</p> <p>Today’s recommended read:Inflation expectations flash a warning - but not a long-lasting one, 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 e...
Oil's not well
<p>Policymakers gather this week under renewed inflation pressure as crude returns to $100 and tensions in the Gulf rise. Meanwhile, chip producers warn that wafer shortages may persist to 2030, challenging tech supply and capital‑spending plans.</p> <p>Today’s recommended read: Oil shock sparks rate repricing in historic 'G4' central bank week, Jamie McGeever</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 Tho...
Oil prices put markets over a barrel
<p>Oil trades back above $100 as the Iran war enters a third week. Markets watch a packed central bank calendar while U.S.–China trade talks begin in Paris, with a possible Trump–Xi summit now uncertain.</p> <p><br></p> <p>Today’s recommended read: US is quickly exhausting tools to absorb Iran war oil shock 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 and music by Sebastian and Josh Sommer...
Week Ahead: Gulf drives markets
<p>As tensions rise in the Middle East and oil prices jump, central banks from the Fed to the ECB are reworking their inflation math once again. The fresh oil shock is reshaping rate expectations—while hidden risks in private credit and software debt bubble up in the background. </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 p...
Week in Review: A bad time to be a forecaster
<p>A historic oil reserve release fails to cool prices, core inflation refuses to ease, and markets push rate‑cut hopes way back as geopolitical tensions and supply disruptions reshape economic expectations in real time.</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> <p>You may al...
Russia back on‑tap
<p>Washington eases sanctions to free up more Russian oil as Brent crude tops $101 a barrel. We break down the market fallout, the inflation squeeze and the impact on the Fed.</p> <p>Today’s recommended read: Iran war is one 'TACO' too far, by Jamie McGeever</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...
$100 today, $200 tomorrow?
<p>Oil surges to $100 again as Gulf attacks mount. Tehran says it’s ready to squeeze global oil until crude hits $200 a barrel. We explain why markets are taking that threat seriously and how it’s reshaping everything from shipping costs to inflation bets.</p> <p>Today’s recommended read: Iran oil shock prompts ECB hawks to seek 2021/22 rematch, by Mike Dolan</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 protectio...
Strait ahead
<p>Tension in the Strait of Hormuz is keeping traders on edge and reshaping how markets think about energy. Plus, Oracle shares deliver a surprise lift, even as the world powering AI looks stretched. And JP Morgan spots some unsettling signals inside private credit. </p> <p>Today’s recommended read: The dangerous politics of US oil-driven redistribution, Mike Dolan</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...
Buckle up
<p>Oil prices whipsaw as Trump signals the Iran conflict may end soon, sending volatility surging across global markets. Stocks, bonds, and rate expectations swing wildly, while China delivers a surprise trade boom that adds another twist to an already unpredictable day.</p> <p><br></p> <p>Today’s recommended read: How oil shock and financial stress can feed each other 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 music by...
Oil shock
<p>Oil prices surge past $100 as the Middle East conflict enters a second week, raising fears of a prolonged supply shock. Combined with weak U.S. jobs data, stagflation concerns intensify while global markets fall, bond yields jump, and investors shift toward dollar liquidity.</p> <p><br></p> <p>Today’s recommended read: Compounding errors and narrow self-interest threaten global fuel crisis by 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 mu...
