Reuters Morning Bid

TSMC’s stellar earnings buoy tech sentiment after some volatility in the sector yesterday. Plus, Reuters sat down with President Trump in the White House for a wide-ranging conversation on everything from Iran to the Federal Reserve - we tell you how markets are responding to his comments.  Today’s recommended read: Is that it? The great dollar reversal fizzles 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 Adelu...

JPMorgan warns President Trump’s proposed cap on credit card rates would hurt consumers as its shares sink on earnings. Investors digest softer U.S. core inflation even as rising food and energy costs keep pressure on the Fed. Plus, China’s record trade surplus is reshaping global flows. Today’s recommended read: Trump's mortgage foray at odds with aggravating Treasuries 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 and Ethan Plotkin Sound...

Three former Federal Reserve chairs are warning that attacks against the central bank could cause inflation to jump. Meanwhile, Trump is upping the ante against Iran, threatening to issue tariffs against its trading partners. Plus, traders are watching the yen today after Japan’s prime minister reportedly hinted at early elections. Today’s recommended read: Fighting the Fed, Trump tries credit easing by decree 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 and Ethan Plot...

Fed Chair Jerome Powell says the unprecedented threat of a criminal indictment “should be seen in the broader context of the administration’s threats and ongoing pressure”. Meanwhile, December’s U.S. jobs report shows weak hiring but steady unemployment, and unrest in Iran is sending oil prices swinging. Today’s recommended read: Big Oil offers reality check to Trump’s Venezuela dream 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...

Big banks kick off earnings season with expectations of blockbuster results after a record year for M&A and IPOs. Investors eye inflation data for clues on Fed rate cuts, while tech watchers await TSMC’s numbers to see if the AI boom will keep rolling along. 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 information on...

This week, Rio Tinto revived merger talks with Glencore, eyeing a more than $200B deal amid soaring copper demand. Warner Bros continued to resist Paramount’s advances. And defense stocks climbed after Trump pledged $1.5T in military spending. Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. 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. Our Standards: The Thomson Reuters Trust Principles...

A spike in copper prices is reviving talks of a mining mega‑merger that could reshape global supply. Elsewhere, investors brace for a pivotal tariff ruling and fresh signals on whether the U.S. labor market is quietly cracking. Today’s recommended read: Murky US jobs data risk deepening historic Fed divisions, Jamie McGeever 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...

Trump takes aim at defense companies and Wall Street landlords, jolting markets. Bond investors pile in as yields slide, jobs data looms, and the AI trade keeps roaring - even as signs of fatigue creep in. Today’s recommended read: Trump’s ‘Donroe Doctrine’ targets China, US oil firms could pay the price, 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 Josh Sommer Visit the Thomson...

Markets react to plans to ship stranded Venezuelan oil to the U.S., reigniting oversupply fears. Attention now turns to U.S. labour data and jitters in Asia after China tightens export rules. Today’s recommended read: Trump's Venezuela oil grab revives 'petrodollar' debate, Jamie McGeever 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 information on our priva...

Nvidia and automakers take centre stage at CES with big bets on AI and autonomy, while the dollar drifts as investors refocus on U.S. data and Fed easing. Meanwhile, a $400,000 Venezuela wager shines a light on the risks - and reach - of prediction markets. Today’s recommended read: Trump offers US oil companies a poisoned chalice in Venezuela, 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 Sebas...

U.S. action in Venezuela sets the stage for a major shift in global energy flows. But rebuilding Venezuelan output from 900,000 barrels per day to its former glory will take years, billions of dollars, and political stability that’s still far from certain. Today’s recommended read: US oil refiners win, Chinese rivals lose in Trump’s Venezuela strike, Ron Bousso Subscribe to Ron Bousso’s Power Up newsletter Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza Davis Beard and Ethan Plotk...

Investors are bullish, cash levels are low, and fiscal stimulus is set to supercharge growth. But with inflation still sticky and Trump’s policies only beginning to bite, could this be the year the bull market stumbles? Anna Szymanski and Mike Dolan discuss on this special Year Ahead episode of Reuters Morning Bid. 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 Th...

Fed minutes reveal sharp divisions on rate cuts, leaving markets cautious and the dollar under pressure. Plus, Warner Bros looks set to reject Paramount’s latest hostile bid. Meanwhile, IPO momentum is building, with potential record-breaking listings from OpenAI and SpaceX coming in the new year. Today’s recommended read: What just happened? Ten charts to help make sense of markets in 2025 by Anna Szymanski 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 So...

The Chinese onshore yuan has reached its highest level against the U.S. dollar in years, while silver and gold swing wildly on thin year-end liquidity. Plus, traders are watching geopolitical flashpoints - from Iran to Taiwan - going into one of the last trading days of the year. Today’s recommended read: Tariffs, China, and the dollar: What Wall Street got wrong in 2025 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 and Ethan Pl...

Precious metals are shining, with silver surging to $80 an ounce and outpacing gold as investors hedge against uncertainty and potential Fed rate cuts. Markets now await the Fed’s meeting minutes for clues on policy shifts, even as leadership changes loom. Meanwhile, dealmakers stayed busy through the holidays - could next year break M&A records?  Today’s recommended read: Every mineral is critical in the new metals age by Andy Home Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Produced by Eliza...

Join Amanda Cooper and Mike Dolan for a special edition of Reuters Morning Bid, as they look back on a whirlwind year for global markets. From Trump’s return to the White House and the ripple effects on trade and tariffs, to the AI-fueled stock boom and Europe’s historic rearmament, 2025 has been a year to remember for traders. 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...

Markets are waiting today to see how the U.S. economy performed in Q3. Plus, Novo Nordisk has capped off a difficult year with a decisive victory, with the FDA approving sale of its weight-loss pill for U.S. consumers. And Japan may have calmed its currency markets - for now.  Today’s recommended read: Guns and gold win in 2025, but other 'safety' trades bomb 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 and Eth...

Japan’s yen keeps sliding despite last week’s rate hike, raising the specter of government intervention. Meanwhile, Washington’s campaign against Venezuelan oil tankers is keeping energy markets on edge. And with Christmas week underway, traders are still waiting for the famed Santa rally to appear.  Today’s recommended read: Oil’s geopolitical premium vanished in 2025 - and may not return 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 eng...

A backlog of U.S. economic indicators will hit markets this week, including GDP, consumer confidence, factory orders, and jobless claims. What story will they tell? Plus, geopolitical events are continuing to stir up energy markets ahead of the holidays. 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 information on our privacy and data protection practices.<...

Central banks sound hawkish heading into 2026. Plus, Warner Brothers rejects Paramount’s hostile bid, and Trump Media bets $6 billion on fusion energy. 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 information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Our Standards: **The Thomson Reute...