Episode notes
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…
Podcast
Reuters Morning Bid
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 All episodes →
-
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…
-
25 Aug 2026 · 9 min
Canada prices in Trump
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…
-
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…
-
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,…
-
19 Aug 2026 · 9 min
Robot Rally
Bond yields hover near multi-decade highs as investors demand more compensation for holding long-term government debt. U.S. President Donald Trump delayed planned tariff hikes on Canadian goods as negotiations on a trade deal continue. And, Chinese robot maker Unitree surges by 600% in its stock market debut, extending investors enthusiasm around AI. 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Today's recommended read: Three midweek thoughts - dodging AI, uber bulls and intervention flub, by Mike Dolan Subscribe to Mike Dolan's…
-
18 Aug 2026 · 9 min
Bonds come back to bite
Iran says it is shifting to a "fully offensive" military posture sending Brent crude back above $90 a barrel. Thirty-year bond yields are hitting multi-year highs as markets question the outlook for inflation. Tech giants are pouring money into AI infrastructure even as questions about returns remain unanswered. 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Today's recommended read: Even as market clouds clear, AI investment anxiety still gnaws, Mike Dolan Subscribe to Mike Dolan's Morning Bid…
-
17 Aug 2026 · 10 min
Retail therapy
A surprise drop in U.S. retail sales has investors asking whether the American consumer is finally losing steam. As Walmart, Home Depot and Target prepare to report earnings this week, markets look for clues on whether shoppers are merely taking a breather or pulling back more decisively. Meanwhile, President Donald Trump argues higher gasoline prices are worth paying for the war with Iran, while rising Japanese bond yields highlight growing global concerns about government borrowing costs. 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.…
-
14 Aug 2026 · 10 min
Hot yields, cool prices
A second straight soft U.S. inflation report sends the S&P 500 to a fresh record and cuts the odds of a September Fed rate hike to roughly one in three. But there's little relief at the long end of the bond market, where the Treasury sells 30-year debt at its highest yield in 25 years, reflecting persistent investor anxiety over deficits and above-target inflation. And in a Reuters exclusive, sources say the Bank of Japan is set to raise interest rates as soon as September and may accelerate its pace of tightening after that. 📲 Podcasts, breaking news, and video analysis from the source.…
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.
