Reuters Morning Bid

Latest Episodes:

License to yield Sep 24, 2026

Show notes

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. President Trump and Xi Jinping meet as their extended trade truce disappoints markets. And reports of an OpenAI hack on an Australian government website add to calls for tighter AI regulation.

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Today's recommended read: Passive investing? That S&P 500 index fund is basically a tech fund ⁠ by Jamie McGeever

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Sound engineering and music by Sebastian and Josh Sommer.

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Crude hopes Sep 23, 2026

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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 change his agenda, as betting markets point to growing chances of a Democratic sweep. Plus, AI and chip stocks keep climbing despite calls for tighter regulations.

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Today's recommended read: Darkest before dawn? Funds mull return to bonds by Mike Dolan

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Sound engineering and music by Sebastian and Josh Sommer.

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AI's new Muse Sep 22, 2026

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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 watch for a possible meeting between President Donald Trump and Iran's President Masoud Pezeshkian in New York. Meanwhile, France's mounting debt and political pressures push borrowing costs higher.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Losing the plot? Warsh's Fed more 'touchy-feely' than data driven by Mike Dolan

Produced by Eliza Davis Beard and Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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All the presidents meet Sep 21, 2026

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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 prices are falling despite persistent geopolitical tensions, and central banks around the world are signalling a more hawkish stance.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Hormuz shuttles keep oil flowing, but at high cost

Produced by Eliza Davis Beard and Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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If not now, yen? Sep 18, 2026

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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 and semiconductors in focus. Meanwhile, China pushes Iran to rein in its Houthi allies as efforts intensify to ease pressure on global oil supplies.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Record diesel prices could be Trump's Achilles' heel Ron Bousso

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Sound engineering and music by Sebastian and Josh Sommer.

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Fed's hawkish turn Sep 17, 2026

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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 set for a hawkish hold as energy shocks and food prices threaten to push inflation above 4%. Meanwhile, the Bank of Japan faces calls from some policymakers to deliver a half-point move when markets are only pricing in a quarter.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Why bulls have an edge in AI bubble debate, Marty Fridson

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Sound engineering and music by Sebastian and Josh Sommer.

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Between a hike and a hard place Sep 16, 2026

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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 President Donald Trump. Treasury Secretary Scott Bessent acknowledged growing caverns over the U.S. deficit as bond yields remain elevated. And energy prices continue to cloud the inflation outlook.

Today's recommended read: Real or not, Trump's helicopter money drop should alarm by Mike Dolan

Listen to the latest episode of Reuters Econ World on ⁠⁠⁠⁠⁠⁠⁠right-wing populism⁠⁠⁠⁠⁠⁠⁠.

Produced by Eliza Davis Beard and Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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Bessent's big test Sep 15, 2026

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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 two-day meeting with markets expecting another rate hike. And President Trump says no new guardrails are needed for AI, even as calls grow to slow development of advanced models.

Today's recommended read: AI is too big to slow in a geopolitical race by Mike Dolan

Listen to the latest episode of Reuters Econ World on ⁠⁠⁠⁠⁠⁠right-wing populism⁠⁠⁠⁠⁠⁠.

Produced by Eliza Davis Beard and Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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AI go slow Sep 14, 2026

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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 year - raising questions about what a pause would mean for the chip and data center boom. Oil surges back above $108 a barrel after a Houthi attack on the Saudi East-West pipeline and regional talks over the Strait of hormuz collapse. And markets price a 90% chance the Fed raises rates Wednesday.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Oil markets survived the Iran war sprint. Now comes a marathon, Ron Bousso

Listen to the latest episode of Reuters Econ World on ⁠⁠⁠⁠⁠right-wing populism⁠⁠⁠⁠⁠.

Produced by Eliza Davis Beard and Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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The 5% question Sep 11, 2026

Show notes

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 report that could determine whether the Federal Reserve raises rates next week. And Oracle's results ease concerns that AI spending isn't paying off.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: Can Africa seize its moment in the race for critical minerals? by Andy Home

Listen to the latest episode of Reuters Econ World on ⁠⁠⁠⁠right-wing populism⁠⁠⁠⁠.

Produced by Eliza Davis Beard and Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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