Reuters Morning Bid

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Week ahead: Markets look for reassurance Apr 12, 2026

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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.

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Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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Week in Review: Whither the ceasefire Apr 11, 2026

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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.

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Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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Oil markets remain tense despite a ceasefire Apr 10, 2026

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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

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A fragile ceasefire Apr 09, 2026

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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

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The ceasefire that markets want to believe Apr 08, 2026

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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

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Iran deadline approaches Apr 07, 2026

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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

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Markets play the guessing game Apr 06, 2026

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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

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Week ahead: What the oil shock means for inflation Apr 04, 2026

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Next weeka 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

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Markets space out Apr 02, 2026

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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

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Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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End in sight? Apr 01, 2026

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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 music by Sebastian and Josh Sommer

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