Reuters Morning Bid

Wall Street rebounds to pre-war levels as markets shift focus to earnings. Goldman Sachs delivers standout results, though its stock slips. Meanwhile, the IMF prepares fresh economic forecasts as oil shocks and slowing trade complicate the global outlook. Today’s recommended read: Orban's fall clears another roadblock for European markets by Mike Dolan Subscribe to Mike Dolan's Morning Bid newslet...

Oil markets react as the U.S. says it will blockade the Strait of Hormuz following collapsed Iran talks, and U.S. President Donald Trump warns Americans to expect prolonged high fuel prices. And Europe sees a political shift after Hungary’s Viktor Orban is defeated at the polls. Today’s recommended read: Trump returns to weary and failing playbook with Hormuz blockade threat by Clyde Russell Subsc...

Hungary votes today, in what could be the country’s most consequential election in years. This week’s bank earnings kick off with expectations still high, but investors will be listening closely for how Wall Street talks about geopolitical risk and private credit. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. Produced by Eliza Davis Beard, Et...

Markets rallied after a US–Iran ceasefire announcement. But with shipping still stalled in the Gulf, oil infrastructure damaged, and fuel costs rising, the economic fallout is already being felt. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi Sound engineering and music by Sebast...

Gas prices are climbing, crude is hitting records, and the latest data could show the biggest inflation jump in years. We explain how energy shocks ripple through the economy — and why the Fed’s “transitory” hopes are looking shaky again. Today’s recommended read: Ceasefire uncorks market relief, but outlook remains sobering, by Jamie McGeever Subscribe to Mike Dolan's Morning Bid newsletter, and...

Markets cheered a ceasefire between Iran and the U.S. Less than 48 hours later, doubts are creeping back in — with oil flows still limited, the Fed reassessing inflation risks, and airlines warning of higher costs for consumers. Today’s recommended read: Refined fuel prices retreat in Asia, but still show supply stress, by Clyde Russell Subscribe to Mike Dolan's Morning Bid newsletter, and check o...

The U.S. and Iran have agreed a ceasefire. Markets are surging, oil is down 15%, and suddenly a Fed rate cut is back on the table. Today’s recommended read: Iran war ceasefire pushes energy markets into twilight zone, by Ron Bousso Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi So...

Global markets remain on edge as President Trump's Iran deadline looms with no sign of a quick resolution. Samsung's blockbuster profits lift Asian stocks briefly, while U.S. services data underline the Fed’s growing dilemma. Today’s recommended read: It's time to end the world's delusions over the Iran energy crisis, Clyde Russell Subscribe to Mike Dolan's Morning Bid newsletter, and check out hi...

U.S. markets reopen after the long weekend to mixed signals as Trump sets a new Iran deadline, OPEC talks up higher output, and a surprisingly hot US jobs report lands, complicating the Fed’s inflation fight.  Today’s recommended read: Iran war exposes frailties of 'no-hire' US economy by Jamie McGeever Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Int...

Next week a new U.S. inflation report lands just as the fallout from the Iran war ripples through energy markets. We look at what the data could show, how energy prices are feeding through the economy, and how the Fed is thinking about its next move. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. Produced by Eliza Davis Beard, Ethan Plotkin, a...

President Trump’s Iran war address leaves markets uneasy. Plus, investors brace for U.S. jobs data. And far from Earth, NASA returns to the Moon as SpaceX prepares a record-setting IPO. Today’s recommended read: Oil shock resilience in March - or smoke and mirrors?, by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. Produced by Eliza...

Markets rally as investors hope for an end to the Iran war, sending oil lower and stocks higher. U.S. consumers stay unexpectedly confident despite energy shocks, while Nike shares tumble after warning of a sharp slowdown in China sales. Today’s recommended read: Haven or dry powder, cash did fine in March, just ask Buffett by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check...

Q1 2026 will be one to remember: oil ending at multi‑year highs, US gas prices crossing $4, and markets struggling to price geopolitical uncertainty. As the Fed stays patient, attention turns to labor data and tightening financial conditions. Today’s recommended read: Market tightening gives central banks time to wait and watch by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and ch...

Markets start the week under pressure as conflict pushes oil prices sharply higher. G7 policymakers debate ways to shield consumers from fuel costs, while new European inflation figures could provide the first real evidence of how the energy shock is feeding through. Today’s recommended read: Crude oil and LNG supply are at risk of the worst-possible scenario by Mike Dolan Subscribe to Mike Dolan'...

Consumers confront rising energy costs as confidence data looms, just as a Good Friday jobs release will postpone a market response. At the same time, widening spreads and weak auctions highlight strain in Treasury markets and concerns over liquidity. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin, a...

This past week, oil prices swung as rhetoric around the Iran conflict rattles markets, with traders gauging how far energy shocks could push inflation. As the OECD warns of price pressures, nerves are showing in US Treasuries. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound...

Oil is on track for its steepest fall in six months as Trump buys more time on Iran. But with the Strait of Hormuz still disrupted investors are guessing in the dark. Plus, Elon Musk could launch the biggest IPO ever — and he wants retail investors along for the ride. Today’s recommended read: War, oil shock, uncertainty? Time to raise US equity outlook, by Jamie McGeever Subscribe to Mike Dolan's...

The Iran conflict continues to reshape global energy math. Meanwhile, U.S. President Donald Trump has reset his China visit for May. Plus, a California ruling finds Meta and Google negligent in how they designed products for young users. Today’s recommended read: Iran oil shock sets US Treasury seismograph twitching, Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his co...

Oil has slipped below $100 after Iran hinted it may ease passage through the Strait of Hormuz, while reports of U.S. President Donald Trump’s 15‑point plan have markets searching for a turning point — despite little clarity on what it actually involves. We look at how a Reuters/Ipsos poll showing Trump’s approval at a new low fits into the wider market mood. Plus, what new business surveys reveal...

Markets remain uneasy as U.S. President Donald Trump's 48‑hour ultimatum for Iran stretches to five days with no clarity on negotiations. Oil climbs back above $100 and today’s PMI surveys offer the first read on how the war is hitting business confidence. Today’s recommended read: Why $100 oil won't break the American consumer, Jamie McGeever Subscribe to Mike Dolan's Morning Bid newsletter, and...

Global stocks tumble after President Trump gives Iran a Monday deadline to open the Strait of Hormuz, raising fears of a sharp escalation. Energy prices jump and traditional safe havens falter, leaving investors with few places to hide. Today’s recommended read: Trump's Iran war oil shield is cracking, Ron Bousso Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuter...

Investors head into the final full week of the quarter after a turbulent stretch dominated by the Iran conflict, an energy shock, and shifting AI sentiment. Key survey data this week will offer the first read on how the war is filtering through to business activity. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, E...

Qatar warns of multi‑year output losses after strikes on its main gas field, intensifying concerns over long‑term supply. The Fed stays steady on policy expectations, while the ECB and BOE pivot toward rate hikes. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi Sound engineering an...

Energy markets catch their breath after Western moves to boost supply, though Qatar’s gas sector warns of years-long disruption. Plus, a dramatic shift in rate expectations drives one of the steepest selloffs in European sovereign debt in months. Today’s recommended read: Kevin Warsh's first move as Fed chair could be a rate hike, Jamie McGeever Subscribe to Mike Dolan's Morning Bid newsletter, an...

A strike on Iran’s South Pars field sends oil above $110 and natural gas higher. The Fed leaves rates unchanged but adopts a more cautious tone. Investors now look to the BOE, ECB and BOJ for signals on how they’ll handle the inflation threat. Today’s recommended read: Don't panic, don't capitulate: investors try to see beyond Iran war, Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, ...