Shows / Reuters Morning Bid
Reuters Morning Bid
Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.
Episodes
Reuters Morning BidDecember hike still in question
The Federal Reserve holds rates steady, but Chair Kevin Warsh keeps the door open to a December hike. Alphabet shares tumble as investors question another…
Reuters Morning BidA hawkish hold?
The Fed is expected to hold rates steady, but investors will be watching closely for signs of more hikes to come. AI stocks find their footing again as strong…
Reuters Morning BidThe Anthropic IPO
Anthropic files for its long-awaited IPO, revealing the enormous spending, debt and expectations behind the AI boom. Oil prices remain elevated as traders…
Reuters Morning BidBets on Brazil
Luiz Inacio Lula da Silva defeats Flavio Bolsonaro in Sunday's runoff, catching prediction markets off guard after weeks of gains in Brazilian assets priced…
- Reuters Morning Bid
The AI reset
AI stocks tumble as investors question how much spending, borrowing and optimism the sector can still sustain. Investors rush back into government bonds as…
Reuters Morning BidMeta's AI bill
Meta shares rise after an earnings beat and excitement around its new Muse AI agent, even as the company burns cash and plans a new share sale. Tesla falls…
Reuters Morning BidThe Tesla-SpaceX question
SpaceX beats earnings estimates as Elon Musk backs discussions over a potential merger with Tesla. Wild swings in oil prices and AI stocks expose growing…
Reuters Morning BidFrance on edge
Street riots and curfews in Paris rattle investors already worried about France's debt burden and political uncertainty. A failed South Korean data-centre IPO…
Reuters Morning BidMine field
Oil markets open the week on edge after ships hitting mines in the Strait of Hormuz helped drive crude to $110 on Friday, while Ukraine struck a major Russian…
Reuters Morning BidAI's debt burden
Markets are recovering from the CoreWeave selloff, but investors are still questioning the debt burden behind the AI boom. Fed Chair Kevin Warsh says hotter…
Reuters Morning BidTech stocks sink
Hotter-than-expected inflation revives debate over whether the Fed could raise rates this month. AI-linked stocks stumble as rising borrowing costs heap…
Reuters Morning BidThe CPI test
Investors await September inflation data that could show prices rising at nearly twice the Fed's target, testing whether policymakers can hold off on further…
Reuters Morning BidCashing in chips
AI stocks slide ahead of earnings season as investors question how much further the chip rally can run. Meanwhile, the IMF lifts its global growth forecasts…
Reuters Morning BidDiesel diplomacy
The Trump administration's weekend moves to ease diesel prices - including a waiver on Russian fuel imports and claims of an energy ceasefire in Ukraine - have…
Reuters Morning BidOpen AI's revenue gap
Open AI's annualized revenue for September is less than previously signaled. Oil prices ease after President Trump says no strikes on Iran are planned before…
Reuters Morning BidAI on credit
Bond yields climb to 24-year highs as Fed minutes show most policymakers see more rate rises ahead and investors demand more compensation for holding long-term…
Reuters Morning BidS&P 500's record run
The S&P 500 hits another record as investors look ahead to earnings season and another stronger quarter for corporate profits. Fed minutes due later today…
Reuters Morning BidAI runs hot
Nvidia nears a $6 trillion valuation as AI enthusiasm pushes the Nasdaq to another record. The US long-term Treasury yields hit their highest since 2002, and…
Reuters Morning BidFrench connection
France's risk premium blows out to 15-year highs as fractious budget politics in Paris and an approaching presidential election rattle European debt markets…
Reuters Morning BidJobs on the line
Markets look to US job data for the next clue on a possible October Fed rate hike. Nike plans more job cuts as its turnaround stalls. And US President Donald…
Reuters Morning BidThe return of the bond vigilantes?
Treasury yields surge again as the bond selloff takes on a life of its own, despite softer inflation and lower oil prices. Micron's earnings beat lifts global…
Reuters Morning BidThe bond hangover
New York Fed President John Williams cools expectations for an October rate hike, saying there's no urgency to move again. Treasury yields end a bruising…
Reuters Morning BidAI, at your own risk
Anthropic warns investors about potentially catastrophic AI risks as it prepares for an IPO that could value more than $2 trillion. Nvidia announces a…
Reuters Morning BidFresh tremors
A shaky Treasury auction sends fresh tremors through the bond market. Oil pushes above $100 a barrel as tensions in the Middle East persist. And Federal…
Reuters Morning BidYields hit home
The global bond selloff pushes US 30-year yields to their highest in more than two decades, driving mortgage rates about 7% and squeezing borrowers. Reports of…
Reuters Morning BidLicense to yield
US Treasury yields surge above 5% as a mix of strong economic data, energy pressures and expectations for more rate hikes rattles global bond markets…
Reuters Morning BidCrude hopes
Hopes for a breakthrough in the Iran war push oil back below $100 as U.S. and Iranian officials meet in New York. President Trump says the midterms won't…
Reuters Morning BidAI's new Muse
Meta's new Muse assistant reignites enthusiasm for AI, sending its shares soaring and helping the Nasdaq hit a record high. Oil holds above $100 as markets…
Reuters Morning BidAll the presidents meet
As world leaders gather at the UN, markets are watching a highly-anticipated meeting between US President Trump and Chinese President Xi Jinping. Plus, oil…
Reuters Morning BidIf not now, yen?
The Bank of Japan raises rates to a 31-year high, but the yen weakens anyway. President Donald Trump and Xi Jinping prepare for talks next week, with trade, AI…
Reuters Morning BidFed's hawkish turn
The Fed raises rates unanimously for the first time in over three years, with 16 of 18 policymakers penciling in another hike this year. The Bank of England is…
Reuters Morning BidBetween a hike and a hard place
Markets expect the Federal Reserve to deliver its first rate hike in more than three years, testing the relationship between Fed Chair Kevin Warsh and…
Reuters Morning BidBessent's big test
Pressure is mounting on Treasury Secretary Scott Bessent as he testifies before Congress with 10-year yields topping 5%. The Federal Reserve begins a pivotal…
Reuters Morning BidAI go slow
The chiefs of OpenAI and Anthropic call for a slowdown in AI development amid warnings of existential risk, with OpenAI delaying its IPO until at least next…
Reuters Morning BidThe 5% question
The U.S. 10-year Treasury yield is closing non 5%, a level many investors see as a potential threat to stocks. Markets are also waiting for a crucial CPI…
Reuters Morning BidAI and the Apocalypse
U.S. President Donald Trump says the Iran war won't end before the midterms and is proposing $5,000 checks for every American, raising fresh questions for…
Reuters Morning BidBanned in the USA
The U.S.-Canada trade war is escalating from tariffs to outright import bans, with Washington blocking roughly a billion dollars' worth of Canadian dairy…
Reuters Morning BidYen at Work
Japan's yen surges to seven-month highs as markets price in a near-certain Bank of Japan rate rise, raising fresh questions about the carry trade. Meanwhile…
Reuters Morning BidLabor gains
A blowout U.S. jobs report for August keeps pressure on the Fed ahead of Friday's CPI print and a rate decision next week. meanwhile, the ECB is set to hike on…
Reuters Morning BidWaller's inflation signal
Fed Chair Christopher Waller is urging policymakers to "give disinflation a chance," lowering expectations for a September rate hike. Investors are now…
Reuters Morning BidPayrolls pending
Stocks, bonds and oil are steadier as traders look for clues on the U.S. labor market. The yen is jumping again as speculation builds over possible…
Reuters Morning BidBonds strike back
A global bond selloff is gathering pace as war-driven oil prices add to inflation worries. New Zealand kicks off what could be a month of global rate hikes…
Reuters Morning BidSeptember jitters
A global bond market rout is deepening as investors fret about rate hikes and worsening fiscal conditions. G20 finance chiefs are gathering as those rising…
Reuters Morning BidWarsh's big moment
All eyes are on Jackson Hole as Fed Chair Kevin Warsh faces pressure to clarify his thinking on inflation and interest rates. Nvidia's blockbuster outlook…
Reuters Morning BidNvidia's growth gamble
Wall Street rewarded Nvidia after another blockbuster quarter and a bold 2027 growth forecast adding fresh fuel to the AI boom. Investors are watching Jackson…
Reuters Morning BidBetting on Nvidia
Hopes that the Strait of Hormuz could reopen are pushing oil prices lower and calming bond markets. Investors are bracing for fresh U.S. inflation data that…
Reuters Morning BidCanada prices in Trump
U.S. President Donald Trump is threatening 50% tariffs on Canadian-made vehicles, testing one of North America's closest economic partnerships. Washington…
Reuters Morning BidCarney ride
Mark Carney is vowing dollar-for-dollar retaliation after U.S.-Canada trade talks collapsed late Friday, leaving 50% tariffs on some $20 billion of Canadian…
Reuters Morning BidCalling Bessent's Bluff?
Bond markets push Treasury Secretary Scott Bessent's buyback strategy to the limit, as yields climb back toward recent highs. U.S. President Donald Trump…
Reuters Morning BidBessent's buyback
U.S. Treasury Secretary Scott Bessent expands bond buybacks to calm a market rattled by rising borrowing costs. Meanwhile, America's debt tops $40 trillion for…
Reuters Morning BidRobot Rally
Bond yields hover near multi-decade highs as investors demand more compensation for holding long-term government debt. U.S. President Donald Trump delayed…
Reuters Morning BidBonds come back to bite
Iran says it is shifting to a "fully offensive" military posture sending Brent crude back above $90 a barrel. Thirty-year bond yields are hitting multi-year…
Reuters Morning BidRetail therapy
A surprise drop in U.S. retail sales has investors asking whether the American consumer is finally losing steam. As Walmart, Home Depot and Target prepare to…
Reuters Morning BidHot yields, cool prices
A second straight soft U.S. inflation report sends the S&P 500 to a fresh record and cuts the odds of a September Fed rate hike to roughly one in three. But…
Reuters Morning BidThe debt tab
Inflation cooled as expected, lowering the temperature around the Fed's next move. The U.S. government just sold 10-year debt at its highest auction yield in…
Reuters Morning BidBanking on CoreWeave
Investors push CoreWeave shares higher after the AI cloud company reported strong results and highlighted more than $100 billion in backlogged orders…
Reuters Morning BidThe $500 billion Nvidia bet
Nvidia is reportedly working with Wall Street giants on a financing push that could funnel up to $500 billion into AI infrastructure. Oil prices are climbing…
Reuters Morning BidToo many Cooks?
President Trump gives Fed Governor Lisa Cook three weeks to answer mortgage fraud allegations, with the deadline falling just before the September FOMC meeting…
Reuters Morning BidThe jobs verdict
A closely watched U.S. jobs report could shape expectations for the Fed's next move on interest rates. Plus, markets are adjusting to a Federal Reserve that is…
Reuters Morning BidStrait stakes
A proposed Iran deal that would give Tehrangreater control over shopping in the Strait of Hormuz is keeping oil below $80 a barrel. Gold has posted its biggest…