Reuters Morning Bid

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 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 d...

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

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 Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard, Ethan Plotkin, an...

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 data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about you...

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 Abisoye AdelusiSound engineering and music by Sebastian and Josh SommerVisit 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...

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 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 priv...

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 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...

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 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 Ab...

Trump signals he could hike tariffs on South Korea, unsettling regional markets. Microsoft’s latest AI hardware sparks fresh questions over who leads the chipmaking race. And a U.S. winter storm drives energy prices sharply higher amid production shutdowns.‌ Today’s recommended read: World's 'middle powers' de-risking from America, 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 R...

Gold hits an unprecedented $5,000 as safe‑haven demand, central‑bank buying and political uncertainty intensify. Traders eye possible coordinated action to prop up the yen. And rising trade friction returns as Trump threatens 100% tariffs on Canada over a China trade arrangement. Today’s recommended read: Battle for the Fed' heats up to challenge rate horizon, 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</p...

The Fed isn’t expected to make any changes to interest rates, but all eyes are on the central bank’s chair, Jerome Powell, as President Trump ramps up the pressure. And with four of the Magnificent Seven reporting this week, markets will find out whether the AI boom still has momentum. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard and Ethan Plotkin Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for inf...

From Greenland brinkmanship to tariff threats and a Supreme Court test of Fed independence, investors were asking one big question this week: what happens to markets when political power strains alliances, institutions, and the trust that keeps borrowing cheap and volatility contained? 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...

European leaders shelve retaliatory action after Trump backs off Greenland, Intel struggles to deliver the chips powering the AI boom and President Trump escalates his long‑running feud with Wall Street by suing JPMorgan and its CEO Jamie Dimon. Today’s recommended read: Will the world cut its $27 trillion 'long USA' position? 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 You may also vis...

Global markets bounce back after President Trump abandons his tariff threats against Europe in a return of what investors call the “Trump Always Chickens Out” (TACO) trade. Plus, the Supreme Court signals it won’t let him fire Fed governor Lisa Cook and investors shift back to earnings season with Intel on deck. Today’s recommended read: Greenland storm barrels into 'hyper bull' market 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...

U.S. Treasury yields jump as tensions over Greenland and tariff threats rattle markets. Plus, the Supreme Court prepares to wade into the battle over Fed independence, and a sell-off in Netflix’s stock may be a warning to the tech industry. Today’s recommended read: Europe’s energy weak spot reemerges in Greenland dispute 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 and Ethan Plotkin Sound engineering and music by Sebastian and Jo...

Global markets sour as traders dump U.S. assets in response to rising tariff tensions between Washington and Europe. Japan’s bond market piles on pressure as yields surge toward multi‑year highs. And later today, Netflix steps into the spotlight with results that could swing tech sentiment in either direction. Today’s recommended read: Trump's embrace of oil industry is turning into an awkward grip, Ron Bousso Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard and Ethan Plotkin Sound e...

A new tariff threat over Greenland puts the U.S. and Europe on edge. Meanwhile, Trump’s trip to Davos raises fresh questions about the next Fed chair, and China’s 5% growth headline masks weak demand and a cooling economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Donald Trump’s trip to Switzerland sets the tone for the week as business leaders gather at Davos. Plus, the U.S. Supreme Court is preparing to hear from Federal Reserve Governor Lisa Cook, and heavyweight tech earnings later in the week give markets plenty to navigate. 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 St...

Business leaders and global central bank chiefs stood up for Federal Reserve Chair Jay Powell, who was threatened with an indictment at the beginning of the week. Traders were also watching geopolitical hotspots - from Greenland to Iran - and a flurry of results from the biggest banks on Wall Street.  Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard and Ethan Plotkin Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters P...

Taiwan announces a $250 billion US investment deal focused on semiconductor production. Plus, oil markets calm as expectations of a US strike on Iran fade, and Goldman Sachs and Morgan Stanley report blowout earnings driven by a resurgence in deal-making. Today’s recommended read: Japan's long-awaited return to normalcy brings uncertainty, volatility, 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...