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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AI, at your own risk
<p>Anthropic warns investors about potentially catastrophic AI risks as it prepares for an IPO that could value more than $2 trillion. Nvidia announces a record-breaking buyback plan. Plus Australia raises rates for the fourth time this year as central banks battle renewed inflation pressures.</p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: 'G force' driving world markets may need Fed and bond brake 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 Abisoye Osundairo</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 of targeted advertising.</p><p> </p><p>Learn more about your ad choices. Visit megaphone.fm/adchoices</p>
Fresh tremors
<p>A shaky Treasury auction sends fresh tremors through the bond market. Oil pushes above $100 a barrel as tensions in the Middle East persist. And Federal Reserve officials speak on Monday as traders watch for signs of further rate hikes.</p> <p><br></p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: Cash-rich oil majors face post-Iran strategy rethink</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.</p> <p>Produced by Ethan Plotkin.</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 of targeted advertising.</p><p> </p><p>Learn more about your ad choices. Visit megaphone.fm/adchoices</p>
Yields hit home
<p>The global bond selloff pushes US 30-year yields to their highest in more than two decades, driving mortgage rates about 7% and squeezing borrowers. Reports of a phased US-Iran deal offer some hope that the Strait of Hormuz could reopen. But oil markets remain cautious with any relief from a deal unlikely to come quickly.</p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: AI challenges fuel trading's old guard 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 and Abisoye Osundairo.</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 of t
License to yield
<p>US Treasury yields surge above 5% as a mix of strong economic data, energy pressures and expectations for more rate hikes rattles global bond markets. President Trump and Xi Jinping meet as their extended trade truce disappoints markets. And reports of an OpenAI hack on an Australian government website add to calls for tighter AI regulation.</p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: Passive investing? That S&P 500 index fund is basically a tech fund by Jamie McGeever</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.</p> <p>Pro
Crude hopes
<p>Hopes for a breakthrough in the Iran war push oil back below $100 as U.S. and Iranian officials meet in New York. President Trump says the midterms won't change his agenda, as betting markets point to growing chances of a Democratic sweep. Plus, AI and chip stocks keep climbing despite calls for tighter regulations.</p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: Darkest before dawn? Funds mull return to bonds 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 and Abisoye Osundairo.</p> <p>Sound engineering and music by Sebastian and Josh Sommer.</p> <p>Visit the Tho
AI's new Muse
<p>Meta's new Muse assistant reignites enthusiasm for AI, sending its shares soaring and helping the Nasdaq hit a record high. Oil holds above $100 as markets watch for a possible meeting between President Donald Trump and Iran's President Masoud Pezeshkian in New York. Meanwhile, France's mounting debt and political pressures push borrowing costs higher.</p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: Losing the plot? Warsh's Fed more 'touchy-feely' than data driven 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 and Abisoye Osundairo.</p> <p>Sound engineering and music by Sebastian and Josh Sommer.</p> <p>Vis
All the presidents meet
<p>As world leaders gather at the UN, markets are watching a highly-anticipated meeting between US President Trump and Chinese President Xi Jinping. Plus, oil prices are falling despite persistent geopolitical tensions, and central banks around the world are signalling a more hawkish stance. </p> <p><br></p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: Hormuz shuttles keep oil flowing, but at high cost</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 and Abisoye Osundairo.</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 of targeted advertising.</p><p> </p><p>Learn more about your ad choices. Visit megaphone.fm/adchoices</p>
If not now, yen?
<p>The Bank of Japan raises rates to a 31-year high, but the yen weakens anyway. President Donald Trump and Xi Jinping prepare for talks next week, with trade, AI and semiconductors in focus. Meanwhile, China pushes Iran to rein in its Houthi allies as efforts intensify to ease pressure on global oil supplies.</p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: Record diesel prices could be Trump's Achilles' heel 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 and Abisoye Osundairo.</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 ma
Fed's hawkish turn
<p>The Fed raises rates unanimously for the first time in over three years, with 16 of 18 policymakers penciling in another hike this year. The Bank of England is set for a hawkish hold as energy shocks and food prices threaten to push inflation above 4%. Meanwhile, the Bank of Japan faces calls from some policymakers to deliver a half-point move when markets are only pricing in a quarter. </p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: Why bulls have an edge in AI bubble debate, Marty Fridson</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter...
Between a hike and a hard place
<p>Markets expect the Federal Reserve to deliver its first rate hike in more than three years, testing the relationship between Fed Chair Kevin Warsh and President Donald Trump. Treasury Secretary Scott Bessent acknowledged growing caverns over the U.S. deficit as bond yields remain elevated. And energy prices continue to cloud the inflation outlook.</p> <p>📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.</p> <p>Today's recommended read: Real or not, Trump's helicopter money drop should alarm by Mike Dolan</p> <p>Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.</p> <p>Listen to the latest episode of Reuters Econ World on right-wing populism.</p> <p>Produced by Eliza Davi
