Reuters Morning Bid

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Week in Review: Shock to the system Mar 21, 2026

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Qatar warns of multi‑year output losses after strikes on its main gas field, intensifying concerns over long‑term supply. The Fed stays steady on policy expectations, while the ECB and BOE pivot toward rate hikes.

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Eye of the storm? Mar 20, 2026

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Energy markets catch their breath after Western moves to boost supply, though Qatar’s gas sector warns of years-long disruption. Plus, a dramatic shift in rate expectations drives one of the steepest selloffs in European sovereign debt in months.

Today’s recommended read: Kevin Warsh's first move as Fed chair could be a rate hike, 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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Energy shock tests central banks Mar 19, 2026

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A strike on Iran’s South Pars field sends oil above $110 and natural gas higher. The Fed leaves rates unchanged but adopts a more cautious tone. Investors now look to the BOE, ECB and BOJ for signals on how they’ll handle the inflation threat.

Today’s recommended read: Don't panic, don't capitulate: investors try to see beyond Iran war, 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

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The Fed's next move Mar 18, 2026

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A blackout kept officials quiet as the oil shock hit. Now Fed Chair Jerome Powell returns with new projections — aiming to signal caution without moving rates. The physical oil market is screaming tighter supply while the paper market barely reacts. Plus, Micron’s AI surge keeps equities buoyant.

Today’s recommended read:Inflation expectations flash a warning - but not a long-lasting one, 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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Oil's not well Mar 17, 2026

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Policymakers gather this week under renewed inflation pressure as crude returns to $100 and tensions in the Gulf rise. Meanwhile, chip producers warn that wafer shortages may persist to 2030, challenging tech supply and capital‑spending plans.

Today’s recommended read: Oil shock sparks rate repricing in historic 'G4' central bank week, 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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Oil prices put markets over a barrel Mar 16, 2026

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Oil trades back above $100 as the Iran war enters a third week. Markets watch a packed central bank calendar while U.S.–China trade talks begin in Paris, with a possible Trump–Xi summit now uncertain.

Today’s recommended read: US is quickly exhausting tools to absorb Iran war oil shock 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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Week Ahead: Gulf drives markets Mar 14, 2026

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As tensions rise in the Middle East and oil prices jump, central banks from the Fed to the ECB are reworking their inflation math once again. The fresh oil shock is reshaping rate expectations—while hidden risks in private credit and software debt bubble up in the background.

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 in Review: A bad time to be a forecaster Mar 14, 2026

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A historic oil reserve release fails to cool prices, core inflation refuses to ease, and markets push rate‑cut hopes way back as geopolitical tensions and supply disruptions reshape economic expectations in real time.

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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Russia back on‑tap Mar 13, 2026

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Washington eases sanctions to free up more Russian oil as Brent crude tops $101 a barrel. We break down the market fallout, the inflation squeeze and the impact on the Fed.

Today’s recommended read: Iran war is one 'TACO' too far, 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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$100 today, $200 tomorrow? Mar 12, 2026

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Oil surges to $100 again as Gulf attacks mount. Tehran says it’s ready to squeeze global oil until crude hits $200 a barrel. We explain why markets are taking that threat seriously and how it’s reshaping everything from shipping costs to inflation bets.

Today’s recommended read: Iran oil shock prompts ECB hawks to seek 2021/22 rematch, by Mike Dolan

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

Sound engineering and music by Sebastian and Josh Sommer

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