Episode notes
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…
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
-
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…
-
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…
-
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…
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.
