Podcast · Business

Reuters Morning Bid

Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.

New episodes: Daily
Typical length: 9 min
Latest: 8 Oct 2026
Language: English

Latest episode

8 Oct 2026 · 10 minNew

AI on credit

Bond yields climb to 24-year highs as Fed minutes show most policymakers see more rate rises ahead and investors demand more compensation for holding long-term debt. Wall Street grows uneasy about the huge, increasingly interconnected financing deals funding the AI build-out. And Samsung shares fall despite an eightfold jump in operating profits, while TSMC reports record sales. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Battle for Mideast…

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Earlier episodes 29 most recent

7 Oct 2026 · 10 minNew

S&P 500's record run

The S&P 500 hits another record as investors look ahead to earnings season and another stronger quarter for corporate profits. Fed minutes due later today could reveal how much support there is for further rate hikes after September's increase. And oil climbs above $100 again as fresh fighting and storm risks threaten supplies. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: For Trump's Treasury, the sting is in the auction 'tail' by Jamie McGeever…
6 Oct 2026 · 10 minNew

AI runs hot

Nvidia nears a $6 trillion valuation as AI enthusiasm pushes the Nasdaq to another record. The US long-term Treasury yields hit their highest since 2002, and rising Japanese yields raise the prospect of investors bringing money home from US and French bonds. Plus, Brazilian markets surge as Flávio Bolsonaro emerges as the favorite ahead of this month's presidential runoff. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Early ECB leadership change…
5 Oct 2026 · 12 min

French connection

France's risk premium blows out to 15-year highs as fractious budget politics in Paris and an approaching presidential election rattle European debt markets. Meanwhile, a soft September payrolls print steadies US Treasuries, and a snap election call in Spain adds to eurozone uncertainty. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Oil's new problem isn't supply. It's logistics, Ron Bousso Subscribe to Mike Dolan's Morning…
2 Oct 2026 · 8 min

Jobs on the line

Markets look to US job data for the next clue on a possible October Fed rate hike. Nike plans more job cuts as its turnaround stalls. And US President Donald Trump pressures Europe to release diesel reserves as he keeps a US export ban on the table. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: If a bruising third quarter can't halt Wall Street, what can? by Jamie McGeever Subscribe to Mike Dolan's Morning…
1 Oct 2026 · 10 min

The return of the bond vigilantes?

Treasury yields surge again as the bond selloff takes on a life of its own, despite softer inflation and lower oil prices. Micron's earnings beat lifts global chip stocks on continued AI demand. And UK Prime Minister Andy Burnham opens the door to Britain rejoining the EU, putting Brexit back in focus. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: UK PM Burnham sows seeds of "Breturn" that could excite markets by Mike Dolan Subscribe to Mike Dolan's…
30 Sep 2026 · 9 min

The bond hangover

New York Fed President John Williams cools expectations for an October rate hike, saying there's no urgency to move again. Treasury yields end a bruising quarter higher as investors rethink the path of rates. And weak consumer confidence and softer job openings raise questions about the strength of the US economy. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: The $8 trillion arms surge fueling AI - and spooking bonds by Mike Dolan Subscribe to Mike Dolan's…
29 Sep 2026 · 9 min

AI, at your own risk

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: 'G force' driving world markets may need Fed and bond brake by Mike Dolan Subscribe to Mike Dolan's Morning…
28 Sep 2026 · 8 min

Fresh tremors

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Cash-rich oil majors face post-Iran strategy rethink Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
25 Sep 2026 · 9 min

Yields hit home

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: AI challenges fuel trading's old guard⁠⁠⁠⁠ by Clyde Russell Subscribe to Mike Dolan's Morning…
24 Sep 2026 · 9 min

License to yield

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Passive investing? That S&P 500 index fund is basically a tech fund⁠ by Jamie…
23 Sep 2026 · 10 min

Crude hopes

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Darkest before dawn? Funds mull return to bonds by Mike Dolan Subscribe to Mike Dolan's Morning…
22 Sep 2026 · 9 min

AI's new Muse

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Losing the plot? Warsh's Fed more 'touchy-feely' than data driven by Mike…
21 Sep 2026 · 9 min

All the presidents meet

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Hormuz shuttles keep oil flowing, but at high cost Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
18 Sep 2026 · 8 min

If not now, yen?

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Record diesel prices could be Trump's Achilles' heel Ron Bousso Subscribe to Mike Dolan's Morning…
17 Sep 2026 · 8 min

Fed's hawkish turn

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Why bulls have an edge in AI bubble debate,…
16 Sep 2026 · 8 min

Between a hike and a hard place

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. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Real or not, Trump's helicopter money drop should alarm by Mike Dolan Subscribe…
15 Sep 2026 · 9 min

Bessent's big test

Pressure is mounting on Treasury Secretary Scott Bessent as he testifies before Congress with 10-year yields topping 5%. The Federal Reserve begins a pivotal two-day meeting with markets expecting another rate hike. And President Trump says no new guardrails are needed for AI, even as calls grow to slow development of advanced models. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: AI is too big to slow in a geopolitical race by Mike Dolan Subscribe to Mike Dolan's Morning…
14 Sep 2026 · 11 min

AI go slow

The chiefs of OpenAI and Anthropic call for a slowdown in AI development amid warnings of existential risk, with OpenAI delaying its IPO until at least next year - raising questions about what a pause would mean for the chip and data center boom. Oil surges back above $108 a barrel after a Houthi attack on the Saudi East-West pipeline and regional talks over the Strait of hormuz collapse. And markets price a 90% chance the Fed raises rates Wednesday. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
11 Sep 2026 · 7 min

The 5% question

The U.S. 10-year Treasury yield is closing non 5%, a level many investors see as a potential threat to stocks. Markets are also waiting for a crucial CPI report that could determine whether the Federal Reserve raises rates next week. And Oracle's results ease concerns that AI spending isn't paying off. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Can Africa seize its moment in the race for critical minerals? by Andy Home Subscribe to Mike Dolan's Morning…
10 Sep 2026 · 10 min

AI and the Apocalypse

U.S. President Donald Trump says the Iran war won't end before the midterms and is proposing $5,000 checks for every American, raising fresh questions for inflation and bond markets. The European Central Bank is expected to raise interest rates again as energy prices climb. And an AI researcher who resigned from Anthropic says the company and its rivals are acting irresponsibly and that the technology could pose a threat to humanity. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read:…
9 Sep 2026 · 9 min

Banned in the USA

The U.S.-Canada trade war is escalating from tariffs to outright import bans, with Washington blocking roughly a billion dollars' worth of Canadian dairy, alcohol, motorcycles and Bombardier jets. The move follows Canadian retaliatory tariffs and how Ottawa responds next is now the focus of markets and governments around the world. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: In a global economic heatwave, beware financial wildfires, Mike Dolan Subscribe to Mike Dolan's Morning…
8 Sep 2026 · 9 min

Yen at Work

Japan's yen surges to seven-month highs as markets price in a near-certain Bank of Japan rate rise, raising fresh questions about the carry trade. Meanwhile, Iran threatens the U.S. with economic warfare as Brent crude approaches $100 a barrel, and strong global data points to a world economy building steam. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Trump's baffling Fed threat could be gift to Warsh, Mike Dolan Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
7 Sep 2026 · 9 min

Labor gains

A blowout U.S. jobs report for August keeps pressure on the Fed ahead of Friday's CPI print and a rate decision next week. meanwhile, the ECB is set to hike on Thursday, diesel hits record highs, and a far-right party is on the cusp of taking power in a German state for the first time since World War 2. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: China's cruse oil imports stayed weak in August. Can this continue?, Clyde Russell Subscribe to Mike Dolan's Morning…
4 Sep 2026 · 9 min

Waller's inflation signal

Fed Chair Christopher Waller is urging policymakers to "give disinflation a chance," lowering expectations for a September rate hike. Investors are now watching the August jobs report for fresh clues on the economy. And record-high diesel prices are adding to inflation worries ahead of winter. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Hedge funds pose greater threat to US Treasuries than China ever did by Jamie McGeever Subscribe to Mike Dolan's Morning…
3 Sep 2026 · 9 min

Payrolls pending

Stocks, bonds and oil are steadier as traders look for clues on the U.S. labor market. The yen is jumping again as speculation builds over possible intervention and higher Japanese interest rates. And Broadcom's latest forecast is reinforcing expectations for years of AI-driven investment. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: US hyperscalers' euro thirst - lifeblood or vampire? by Mike Dolan Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
2 Sep 2026 · 9 min

Bonds strike back

A global bond selloff is gathering pace as war-driven oil prices add to inflation worries. New Zealand kicks off what could be a month of global rate hikes. And strong earnings from Dell and Palo Alto Networks suggest the AI boom is still powering ahead. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: The 'real' deal - world bonds grind towards higher neutral rates ⁠by Mike Dolan Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ newsletter,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and check out…
1 Sep 2026 · 8 min

September jitters

A global bond market rout is deepening as investors fret about rate hikes and worsening fiscal conditions. G20 finance chiefs are gathering as those rising bond yields and Russia's presence at the meeting stir tensions. Plus, Shein shares tumble after a Hong Kong IPO values the company at a fraction of its former worth. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: The America's oil bonanza will outlast the Iran conflict by Ron Bousso Subscribe to Mike Dolan's Morning…
28 Aug 2026 · 9 min

Warsh's big moment

All eyes are on Jackson Hole as Fed Chair Kevin Warsh faces pressure to clarify his thinking on inflation and interest rates. Nvidia's blockbuster outlook reignites the AI trade, lifting tech stocks even as much of the market lags behind. Plus, France's presidential race is brining debt worries back into focus for investors 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: The US needs more aluminum - and it needs it now by Andy Home Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
27 Aug 2026 · 10 min

Nvidia's growth gamble

Wall Street rewarded Nvidia after another blockbuster quarter and a bold 2027 growth forecast adding fresh fuel to the AI boom. Investors are watching Jackson Hole after fresh PCE inflation data kept pressure on the Federal Reserve. Plus, oil prices fell as markets bet diplomacy could ease disruptions around the Strait of Hormuz. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Monetarist resurrection, or timely rethink of inflation targeting? by Mike Dolan Subscribe to Mike Dolan's Morning…

About Reuters Morning Bid

Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.

Reuters Morning Bid is a English business podcast from Reuters. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Reuters
Language: English
Category: Business
New episodes: Daily
Typical length: 9 min
Latest episode: 8 Oct 2026
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Apple Podcasts: podcasts.apple.com/podcast/id1854858291
Website: reuters.com/podcasts
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