Reuters Morning Bid

A Supreme Court ruling overturns some of Trump's sweeping U.S. tariffs, prompting potential importer refunds. Plus, U.S. inflation remains stubborn and fourth‑quarter GDP lands sharply below expectations, reflecting slowing economic momentum at the end of 2025.  Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan...

A 43‑day shutdown delayed U.S. GDP numbers, but the economy is still expected to be growing briskly. We look at why higher‑income Americans may finally be pulling back on spending, what the Fed will be watching in today’s PCE data. Plus how fresh strains in private credit and rising debt worries are adding a new layer of uncertainty. Today’s recommended read: Morning Bid: Oil spoils tech tonic, Mi...

A mystery‑priced chip deal between Meta and Nvidia boosts Big Tech. Geopolitical tensions push oil prices higher. And even with AI spending exploding, Fed officials still aren’t convinced it will tame inflation anytime soon. Today’s recommended read: Hawks circle as top two central banks switch leaders, Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reute...

Christine Lagarde is reportedly considering an early exit as president of the European Central Bank. Meanwhile, Wall Street returns from its break with fresh anxiety about AI’s impact on Big Tech and future interest rates. Tonight’s Fed Minutes might offer a clue. Today’s recommended read: China isn’t importing any US LNG, but it's still in the game by Ron Bousso Subscribe to Mike Dolan's Morning...

Global markets return from a quiet long weekend on a softer note, gold and oil ease as U.S.–Iran talks begin in Geneva, and slowing UK wage growth boosts expectations the Bank of England may move toward a March rate cut. Today’s recommended read: 'Global euro' may have to come with some FX lift by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Ope...

U.S. inflation edges toward the Fed’s target while Japan’s government faces weak growth that underscores its push for fresh stimulus. Meanwhile, energy markets brace for volatility as a low‑expectation second round of U.S.–Iran talks in Geneva threatens to sway oil prices. Today’s recommended read: Suffocating Western pressure may finally force Russian oil output cuts by Ron Bousso Subscribe to Mi...

A global rotation shakes up markets as money moves from pricey growth stocks into value. U.S. GDP and Walmart results may reveal whether momentum can last, and China’s Lunar New Year brings a surprising yuan rally that adds fresh intrigue to the week ahead. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plot...

From legal tech to finance, AI anxiety spread fast this week after another startup claimed it could do the job of entire teams. Plus, a rosy U.S. jobs report hides a much weaker white‑collar picture and a sliding dollar. 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 engine...

Investors have turned from AI euphoria to AI paranoia, after one startup’s software demo sparked selloffs across insurance, logistics, and even Apple. Plus, fresh January price hikes and lingering Trump‑era tariffs mean today’s CPI reading could be a make‑or‑break moment for the Fed. Today’s recommended read: What would it take for the Fed to raise rates?, by Mike Dolan Subscribe to Mike Dolan's M...

January’s blockbuster jobs report shattered the weak labor narrative and pushed expected Fed cuts further out. Add a CBO outlook with deeper deficits and higher‑for‑longer yields, and the path to 2026 rate cuts looks even murkier. Today’s recommended read: Trump rate hopes and CBO budget math don't chime, by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on ...

Main Street is wobbling, from layoffs to weak retail sales. At the same time, TSMC reports blistering growth. Plus, a new AI tax‑management tool sends wealth‑manager stocks tumbling. Today’s recommended read: Euro and yuan global ambitions hasten the dollar drop by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davi...

The renminbi jumps ahead of the Lunar New Year, big tech firms tap the bond market for major funding rounds, and UK politics stir brief market jitters as questions swirl around Prime Minister Starmer’s position. Today’s recommended read: Roaring global growth train emerging from 2026 fog by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Inter...

Japan’s ruling party secures its biggest majority ever, powering a rally in Tokyo shares while bonds and the yen stay steady. Wall Street looks to extend Friday’s explosive gains. And attention shifts to Wednesday’s employment numbers as debates rage over AI’s long‑term impact on jobs. Today’s recommended read: **As global metals fever spreads, markets buckle under the heat, Andy Home** Subscribe...

This upcoming week, markets brace for Japan’s election fallout, fresh U.S. jobs and inflation data, and continued turbulence in AI‑driven tech stocks—three forces colliding to shape investor sentiment and test confidence across global markets. 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 Abiso...

After a brutal week for tech, Wall Street suddenly flips. The Dow crosses 50,000 for the first time, chip stocks roar back, and AI fears give way to bargain‑hunting. We explain what actually changed — and why investors still aren’t convinced the turbulence is over. Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the ⁠...

After months of optimism, markets are suddenly uneasy about who actually benefits from AI. With the monthly jobs report delayed, layoff notices and claims hint at a softer jobs market — and a $49 weight‑loss pill undercuts one of Europe’s biggest companies.  Today’s recommended read: China tightens clean tech grip with growing EV export reach, by Gavin Maguire Produced by Eliza Davis Beard, Ethan...

Crypto prices slip alongside a broad tech sell‑off, blurring the line between Bitcoin and risk assets — plus the ECB weighs its next move. Today’s recommended read: US inflation isn't subsiding. It's heating up again, by Mike Dolan Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement f...

A new AI release rattled software stocks and wiped billions off company values. Walmart’s trillion‑dollar milestone, and the signs the global economy may be heating up again. Today’s recommended read: Warning from 'Down Under' may unsettle the Fed by Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan...

OpenAI is reportedly unhappy with Nvidia’s newest chips, while Musk combines SpaceX and X‑AI into a trillion‑dollar IPO vehicle. Tariff cuts send the rupee and Indian stocks higher, but doubts remain over India’s pledge to ramp up U.S. imports and shift away from Russian crude. Today’s recommended read: Dollar risk premium is rebuilding by Mike Dolan Subscribe to Mike Dolan's Morning Bid newslette...

Donald Trump’s nominee for the Federal Reserve is no fan of the central bank’s quantitative easing policy. Mike Dolan and Anna Szymanski join today’s Morning Bid to explain why Kevin Warsh’s concerns over the Fed's balance sheet might be rippling through markets everything from gold to oil to crypto.  Today’s recommended read: How soon before Trump dubs Kevin Warsh 'clueless'? by Mike Dolan Subscr...

Europe’s central banks meet, the US checks in on jobs, and Big Tech reports earnings continue. 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 Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and dat...

Kevin Warsh’s nomination as Fed chair steadied markets and lifted the dollar after a volatile week, while questions linger over rate‑cut expectations and Fed independence. Meanwhile, Elon Musk considers major mergers across SpaceX, xAI, and Tesla. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open InterestProduced by Eliza Davis Beard, Ethan Plotkin and Abi...

President Trump nominates Kevin Warsh as the next head of the Federal Reserve. Plus, Apple delivers a blowout quarter driven by strong iPhone demand in Asia, even as chip shortages loom. Today’s recommended read: Old-economy demands may stall emerging market decarbonization, by Gavin Maguire Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produc...

The Fed holds steady and markets shrug. Oil and gold climb as Iran tensions return. Meta earnings surge while Microsoft slides. Today’s recommended read: Europe’s euro worry a mirror of US dollar dilemma?, by Mike Dolan 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 engineer...

The dollar nurses steep losses and President Trump says it’s “great.” The Fed steps into its first policy meeting of the year under intense scrutiny over inflation, independence, and who might replace Jerome Powell. And Microsoft and Meta’s latest earnings put fresh focus on how the AI boom is reshaping Big Tech. Today’s recommended read: Be careful what you wish for on a weaker dollar, by Mike Do...