Reuters Morning Bid

Oil traders shrug at U.S. President Donald Trump's Iran ceasefire extension. Tesla kicks off a crucial earnings week. Plus, Kevin Warsh signals a future where Fed independence comes with real trade-offs. Today’s recommended read: Warsh's impossible mission - Tame inflation and please Trump, 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 engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for informat...

Markets shrug off Middle East tensions as tech stocks ride the AI wave. Fed chair nominee Kevin Warsh faces Congress. Apple investors stay calm as Tim Cook steps aside, handing the helm to longtime hardware chief John Ternus. Today’s recommended read: Can Europe take advantage of its savings buffer over US? 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 engineering and music by Sebastian and Jo...

Shifting signals around shipping through the Strait of Hormuz send oil prices swinging again, keeping energy markets on edge. U.S. equities stay driven by tech momentum, while UK assets watch renewed political strain. Today’s recommended read: Is it time to abandon hope the Strait of Hormuz will open soon?, Clyde Russell 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 T...

As Wall Street regains lost ground, a political fight over the Federal Reserve threatens to unsettle what comes next. 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 data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad...

Oil slides as Iran signals shipping access through the Strait of Hormuz, U.S. banks post solid earnings and China beats growth forecasts. 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 data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising.<...

Stocks are rallying on hopes of an end to the Iran war but European airlines are cancelling flights as the energy crunch deepens. Plus, Netflix founder Reed Hastings is stepping down. Today’s recommended read: China is coming back – and the timing couldn’t be better, by Stephen Jen 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 fo...

China’s economy beats expectations and TSMC delivers another blockbuster quarter. Plus, attention swings back to Washington, where President Donald Trump renews his feud with Fed Chair Jerome Powell, just as his nominee for chair, Kevin Warsh, prepares to face Congress next week. Today’s recommended read: In the world of war and rivalry, tech is the victor, 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 engineering and music by Sebas...

The U.S. blockade on Iranian portsis still in force, but the S&P 500 is back flirting with record highs. Plus, Fed chair nominee Kevin Warsh heads to Congress next week — with just a month to get confirmed before Jerome Powell steps down. Today’s recommended read: Back to square one? Markets bet Iran war is over, 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 engineering and music by Sebastia...

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 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...

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 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...

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, 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 data protectio...

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 Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of ta...

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 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 Th...

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 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 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 Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data pro...

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 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 t...

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 Interest Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Vis...

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, and Abisoye AdelusiSound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data p...

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 Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement...

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 out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and mu...