Reuters Morning Bid

Latest Episodes:

Strait ahead Mar 11, 2026

Show notes

Tension in the Strait of Hormuz is keeping traders on edge and reshaping how markets think about energy. Plus, Oracle shares deliver a surprise lift, even as the world powering AI looks stretched. And JP Morgan spots some unsettling signals inside private credit.

Today’s recommended read: The dangerous politics of US oil-driven redistribution, 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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Buckle up Mar 10, 2026

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Oil prices whipsaw as Trump signals the Iran conflict may end soon, sending volatility surging across global markets. Stocks, bonds, and rate expectations swing wildly, while China delivers a surprise trade boom that adds another twist to an already unpredictable day.

Today’s recommended read: How oil shock and financial stress can feed each other 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 shock Mar 09, 2026

Show notes

Oil prices surge past $100 as the Middle East conflict enters a second week, raising fears of a prolonged supply shock. Combined with weak U.S. jobs data, stagflation concerns intensify while global markets fall, bond yields jump, and investors shift toward dollar liquidity.

Today’s recommended read: Compounding errors and narrow self-interest threaten global fuel crisis 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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Week Ahead: Will rate cuts have to wait? Mar 08, 2026

Show notes

Markets brace for a prolonged Middle East conflict as energy prices drive uncertainty. Inflation data lands this week with fresh clues on how the surge in oil and gas could spill over. And with Kevin Warsh waiting in the wings, Fed rate‑cut hopes keep sliding.

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: Seven days of war Mar 07, 2026

Show notes

Energy prices jump, bonds sell off and central banks confront new inflation risks as the Middle East conflict expands. And the U.S. economy unexpectedly loses jobs in February, adding fresh uncertainty to the macro outlook.

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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Pressure at the pump Mar 06, 2026

Show notes

President Trump is brushing off a jump in gas prices, even as international markets brace for the steepest spike since Russia’s invasion of Ukraine. We unpack why the administration is betting the shock will be brief. Plus, why today’s jobs numbers could tell a very different story about the US economy.

Today’s recommended read: Iran war exposes fragility of Western aluminium market, by Andy Home

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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Global stocks take a breather Mar 05, 2026

Show notes

Global stocks steadied on Wednesday despite crude jumping to its highest since June. Plus, Europe watches for an energy shock. And China sets its lowest GDP target since 1991, signaling deeper economic strain.

Today’s recommended read: Jet fuel's huge price surge points to coming pain from Iran war, 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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Why aren’t investors fleeing to gold? Mar 04, 2026

Show notes

Gold isn’t rallying, oil isn’t spiking as much as expected, and Asia’s top-performing markets are suddenly collapsing as the conflict in the Middle East continues. Plus, Anna Szymanski and Mike Dolan explain why so many investors are turning to the dollar as a safe haven.

Today’s recommended read: Gold flubs its lines amid Middle East mayhem 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 spikes and stocks slide Mar 03, 2026

Show notes

The widening Middle East war pushes oil and European gas prices sharply higher, rattling global markets for a second day. Treasury yields climb as inflation worries outweigh haven demand. Currency tensions escalate as Japan and Switzerland both threaten intervention.

Today’s recommended read: Dollar gets its mojo back - but only by default, 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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Special Edition: Iran Mar 02, 2026

Show notes

Energy markets enter crisis mode as conflict in Iran halts key shipping lanes and raises the threat of lasting supply disruption. Analysts warn crude could break into triple digits if the standoff continues. Risk assets retreat, and inflation worries creep back into bond markets.

Today’s recommended read: Iran war throws oil market into biggest crisis in decades, 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

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.

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Our Standards: The Thomson Reuters Trust Principles.

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