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 BidSpaceX lands hard
SpaceX and AMD beat earnings estimates but saw their shares stumble, even as the Dow and S&P 500 hit fresh records and oil prices slide. Plus, Treasury…
Reuters Morning BidManufacturing rebounds
U.S. manufacturing just posted its strongest growth in four years, adding to signs of economic resilience. Meanwhile, oil traders try to make sense of…
Reuters Morning BidYen intervention
The yen jumps after a historic U.S.-Japan currency intervention. Wall Street profits are tracking their strongest growth outside a recession. Plus, oil tumbles…
Reuters Morning BidAI's trillion-dollar bet
Big Tech's spending on AI has now topped a trillion dollars and investors want to returns. Anthropic's Claude AI hacked three companies during testing. Plus…
Reuters Morning BidThe Fed's family fight
The Fed held interest rates steady, but three officials broke ranks and voted for a hike, delivering the "family fight" Chair Kevin Warsh said he wanted…
Reuters Morning BidAn unpredictable Fed
SK Hynix's profits surged sixfold and its stock still dropped 10%. The Fed is poised to make its more unpredictable rate decision since 2018. Plus, Microsoft…
Reuters Morning BidChip rout
A global chip sell-off rattles tech markets, while oil prices retreat despite tensions in the Middle East. And central banks confront fresh inflation…
Reuters Morning BidMade in China
Chinese memory chipmaker CXMT soared 500% on its Shanghai debut to become the country's most valuable company at over half a trillion dollars. Meanwhile…
Reuters Morning BidTrump's tariff wall
Trump imposed new duties on 60 trading partners overnight using a forced labor justification, oil is surging past $100 on Red Sea chaos, the Fed heads into…
Reuters Morning BidAlphabet's AI bill
Alphabet's cloud revenue grew more than 80% year on year and the stock still dropped 3%. Tesla burned cash too, positing its first negative free cash flow in…
Reuters Morning BidYen at 40-year lows
Japan's yen hits a 40-year low above 163 per dollar, putting Tokyo on intervention watch. Alphabet reports earnings after the bell tonight, kicking off…
Reuters Morning BidCanada's tariff surprise
Ten days into what was already supposed to be a ceasefire reports emerge of a push to mediate yet another 10-day ceasefire in U.S.-Iran hostilities - leaving…
Reuters Morning BidOil above $90
Crude tops $90 a barrel for the first time since early June as U.S. strikes on Iran enter their ninth day and two tankers are hit in the Strait of Hormuz…
Reuters Morning BidChip dip
Japanese chip stocks lead a broad sell-off in Asian trading as investors question whether the AI spending cycle has peaked. China's Moonshot unveils what it…
Reuters Morning BidSpaceX grounded
SpaceX has fallen back below its $135 listing price and sits more than 30% off its post-listing peak, with insiders expected to begin selling as lockup periods…
Reuters Morning BidBank on it
Europe's ASML raises its full-year revenue forecast, steadying sentiment around AI infrastructure spending after IBM logged its worst single-day stock drop on…
Reuters Morning BidBlockade and a hard place
A fresh escalation in the Gulf, with Iranian missile attacks on shipping and a U.S. blockade declaration, pushes oil sharply higher and overshadows today's…
Reuters Morning BidIran's trump card
Oil prices surge but traders aren't panicking yet as U.S.-Iran strikes escalate and Iran claims the Strait of Hormuz is closed - even as U.S. Central Command…
Reuters Morning BidSK Hynix makes its Nasdaq debut
SK Hynix hits the Nasdaq today, but can it close the valuation gap with Micron? Also, Japan's Finance Ministry tells its $1.81 trillion pension fund to stop…
Reuters Morning BidOil's three-day surge
Oil prices jump after President Trump says the U.S. memorandum of understanding with Iran is "over," while chip stocks see a brief Asia-session rally that…
Reuters Morning BidOil spikes, chips slide
Oil jumps after President Donald Trump says the U.S. ceasefire with Iran is over after the two sides traded attacks overnight. Chip stocks slide as China…
Reuters Morning BidSamsung's AI problem
Samsung posted a 19-fold jump in quarterly revenue overnight, but shares fell 10% as investors weigh whether the AI trade is shifting from scarcity to…
Reuters Morning BidGlut feeling
OPEC+ approves another production quota increase of 188,000 barrels per day, adding to market bets on a supply glut. Chip stocks are also in focus, with…
Reuters Morning BidSoft jobs, hard choices
The U.S. economy added just 57,000 jobs in June, well below the 110,000 forecast in a Reuters poll, taking pressure off the Fed and pushing the dollar lower…
Reuters Morning BidHire expectations
Meta surges 10% after reports the company is building out a cloud business and looking to monetize excess AI computing capacity. June payrolls land a day…
Reuters Morning BidNew quarter, old pressures
Fed chair Kevin Warsh speaks at the ECB's Sintra conference as markets hunt for fresh policy signals and Treasury yields climb. A surprise jump in U.S. job…
Reuters Morning BidSpecial Edition: Morning Bid halftime show
In a special midyear edition of Morning Bid, Mike Dolan is joined by Jamie McGeever to look back on a wild first half of 2026, with record highs for the S&P…
Reuters Morning BidHalfway there
Markets reach the halfway point of 2026 with a packed and shortened week, with the June payrolls report moved to Thursday ahead of the July 4 holiday. Chip…
Reuters Morning BidApple turnover
Apple announces price hikes on iPads and MacBooks, blaming surging memory chip costs, sending its stock down six percent. Reports that OpenAI may delay its IPO…
Reuters Morning BidMemory serves
Micron, one of the world's leading memory stocks, reports earnings roughly $5 billion above expectations and outlines $22 billion in customer commitments…
Reuters Morning BidAbandon chip?
A dramatic selloff in chip stocks has Wall Street asking whether the AI boom is hitting a wall. With rising bets on Fed rate hikes despite Chair Kevin Warsh…
Reuters Morning BidKeep Calm and Carry On
On the 10th anniversary of the Brexit vote, UK gilt markets are calm in the face of Keir Starmer's resignation, a signal investors are taking the UK's seventh…
Reuters Morning BidHot under the collar
A 60-day ceasefire framework between the U.S. and Iran gives oil markets some relief, though traffic through the Strait of Hormuz remains at roughly a quarter…
- Reuters Morning Bid
Tell it to me Strait
Doubts emerge over the U.S.-Iran ceasefire framework after a last-minute cancellation of talks leaves oil traders on edge ahead of a long weekend. With U.S…
Reuters Morning BidWarsh and Peace
New Fed Chair Kevin Warsh makes his debut with a hawkish hold and a notably short statement, wrong-footing markets that had hoped for a softer tone. Meanwhile…
Reuters Morning BidWarsh's World
It's Fed day, and Kevin Warsh's first meeting as chair, with markets watching for signals on the path ahead. Oil slides below $80 a barrel as details of the…
Reuters Morning BidYen for more
The Bank of Japan delivers a widely expected 25-basis-point rate hike, its highest level since 1995, yet the yen fails to rally and traders keep piling on…
Reuters Morning BidSpecial Edition: Iran deal
A U.S.-Iran peace framework sends oil down around 4% and lifts equity futures, but analysts caution that physical supply disruptions, insurance costs, and…
Reuters Morning BidSpaceX’s launch day
SpaceX makes its stock market debut after raising $75 billion in the world’s biggest IPO. Friday’s trading will be a key test for the rocket maker and Wall…
Reuters Morning BidHike and seek
The ECB is widely expected to raise rates on Thursday with two more are already priced in for the year. Meanwhile, a fragile calm returns after U.S.-Iran…
Reuters Morning BidOil pump and circumstance
Oil rebounds as U.S. and Iran trade fresh strikes. Wall Street braces for a inflation report expected to push the headline rate above 4%. And the SpaceX IPO, a…
Reuters Morning BidChip happens
Dip buyers pile back into chip stocks. China's May exports beat forecasts, fueled by a jump in memory chip prices - raising fresh inflation concerns for the…
Reuters Morning BidWeek Ahead: SpaceX odyssey
The SpaceX IPO - reported to be more than twice oversubscribed - arrives against a turbulent backdrop, with the chip sector posting its worst single-day drop…
Reuters Morning BidNo hire, no fire?
The U.S. jobs report is expected to show 85,000 positions added in May and unemployment holding at 4.3%, as economists describe the labor market as a "low…
Reuters Morning BidBroadcom stumbles
Broadcom's rare earnings miss sends shares down more than 10% after hours, rattling a chip sector priced for perfection. Strong U.S. jobs and activity data…
Reuters Morning BidQuantum leap
Microsoft says its new quantum computing chip is a thousand times more powerful than its predecessor and that a commercially viable machine could arrive by…
Reuters Morning BidIPO, therefore I am
Anthropic's confidential IPO filing sets off a frenzy of new listings, but Alphabet's plan to raise $80 billion in equity takes some of the shine off the…
Reuters Morning BidChips with everything
NVIDIA unveils an AI chip for personal computers as Jensen Huang takes the stage in Taipei. Samsung adds another 10% and South Korean exports post their…
Reuters Morning BidWeek Ahead: Summertime and the living isn't easy for the Fed
Kevin Warsh chairs his first Fed meeting in June, but Jerome Powell may still make his presence felt. His board seat runs to early 2028, making him a potential…
Reuters Morning BidWeek in Review: Hot inflation, trillion-dollar chips, and Blue Origin
This week, U.S. inflation hits a three-year high. Fed officials warn that AI - meant to ease inflation - might actually be making it worse. Plus, Micron and SK…
Reuters Morning BidMarkets bet on an Iran deal
Markets are pricing in a U.S.-Iran deal, but U.S. President Donald Trump is yet to approve it and Iran saysit has not been finalized. Meanwhile, the Fed's…
Reuters Morning BidThree months and counting
Three months into the Gulf war, renewed U.S.-Iran military exchanges have sent oil back to around $100 a barrel, dashing hopes of an imminent peace deal. April…
Reuters Morning BidTrillion-dollar club
As Micron Technology and SK Hynix join the trillion-dollar club, Samsung is sharing the wealth - striking a deal to pay some memory chip workers bonuses of…
Reuters Morning BidFrom deal hopes to fresh strikes
Weekend hopes for a U.S.-Iran breakthrough fade after fresh American strikes on southern Iran, though markets are treating the move as a possible push toward…
Reuters Morning BidWeek Ahead: Inflation's summer test
As Memorial Day marks the unofficial start of summer, energy markets face a potential crunch point in June if the Strait of Hormuz blockage remains unresolved…
Reuters Morning BidWeek in Review: SpaceX shoots for the stars
Nvidia announced an $80 billion stock buyback and forecast a trillion dollars in AI chip sales — and markets shrugged. SpaceX filed for what could be the…
Reuters Morning BidNACHO time just yet
*This episode was updated to remove incorrect normal Strait of Hormuz traffic figures* Oil traders are pushing back against the NACHO trade - "Not Any Chance…
Reuters Morning BidNvidia's big beat falls flat
Nvidia nearly doubled its earnings, forecast $91 billion in revenue above consensus, raised its dividend and announced an $80 billion buyback - and its shares…
Reuters Morning BidNvidia's moment of truth
Nvidia's blockbuster earnings are widely anticipated, but with the stock already up around 20% this year and the bar set sky-high, markets are bracing for…
Reuters Morning BidThe name's bond
The 30-year U.S. Treasury bond yield remains above 5% even after President Trump says he called off planned strikes on Iran, with a Bank of America survey…