Episode notes
U.S. President Donald Trump is threatening 50% tariffs on Canadian-made vehicles, testing one of North America's closest economic partnerships. Washington unveiled its anti-Iran financial crackdown but left key details for later. And investors are looking ahead to Nvidia earnings for clues about whether the AI boom can justify its price tag. 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Today's recommended read: The US fiscal hole has an AI problem at its core by Mike Dolan Subscribe to Mike Dolan's Morning…
Reuters Morning Bid
by Reuters · English · Business
Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.
More from Reuters Morning Bid
-
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…
-
26 Aug 2026 · 9 min
Betting on Nvidia
Hopes that the Strait of Hormuz could reopen are pushing oil prices lower and calming bond markets. Investors are bracing for fresh U.S. inflation data that could shape the Fed's next move. Plus, Nvidia's earnings will test whether Wall Street still believes AI investment can keep accelerating. 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Today's recommended read: Europe's autumn reckoning - bonds, budgets, billionaires by Mike Dolan Subscribe to Mike Dolan's Morning Bid…
-
24 Aug 2026 · 10 min
Carney ride
Mark Carney is vowing dollar-for-dollar retaliation after U.S.-Canada trade talks collapsed late Friday, leaving 50% tariffs on some $20 billion of Canadian imports in place. Oil dips as Scott Bessent prepares to unveil his so-called "economic D-Day" on Iran, with Nvidia earnings and Jackson Hole still to come. 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Today's recommended read: US refiners face historic stress test as global crisis looms, Ron Bousso Subscribe to Mike Dolan's Morning Bid…
-
21 Aug 2026 · 10 min
Calling Bessent's Bluff?
Bond markets push Treasury Secretary Scott Bessent's buyback strategy to the limit, as yields climb back toward recent highs. U.S. President Donald Trump promises an economic crackdown on Iran as oil prices head for a weekly gain. Plus, Walmart shares tumble after the retailer posts its weakest U.S. sales growth in more than six years. 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Today's recommended read: Solar gives Hungary's power system vital cover from nuclear fallout by Gavin Maguire Subscribe to Mike Dolan's Morning…
-
20 Aug 2026 · 9 min
Bessent's buyback
U.S. Treasury Secretary Scott Bessent expands bond buybacks to calm a market rattled by rising borrowing costs. Meanwhile, America's debt tops $40 trillion for the first time, underscoring the scale of its funding challenge. Plus, Moderna reports a cancer vaccine breakthrough and sends its shares soaring. 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Today's recommended read: US relies on tactics, not strategy, to calm angry bonds by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter,…
-
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…
Take it with you
The Melo app keeps playing with the screen off, works in the car and on your watch, wakes you to your station, and browses the whole catalogue offline. Free, no ads, no account.
