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Tokyo drift Feb 09, 2026

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Japan’s ruling party secures its biggest majority ever, powering a rally in Tokyo shares while bonds and the yen stay steady. Wall Street looks to extend Friday’s explosive gains. And attention shifts to Wednesday’s employment numbers as debates rage over AI’s long‑term impact on jobs.

Today’s recommended read: **As global metals fever spreads, markets buckle under the heat, 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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Week Ahead: Super Poll Sunday in Japan Feb 08, 2026

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This upcoming week, markets brace for Japan’s election fallout, fresh U.S. jobs and inflation data, and continued turbulence in AI‑driven tech stocks—three forces colliding to shape investor sentiment and test confidence across global markets.

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: Friday flip Feb 07, 2026

Show notes

After a brutal week for tech, Wall Street suddenly flips. The Dow crosses 50,000 for the first time, chip stocks roar back, and AI fears give way to bargain‑hunting. We explain what actually changed — and why investors still aren’t convinced the turbulence is over.

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

Sound engineering and music by Sebastian and Josh Sommer

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AI hangover Feb 06, 2026

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After months of optimism, markets are suddenly uneasy about who actually benefits from AI. With the monthly jobs report delayed, layoff notices and claims hint at a softer jobs market — and a $49 weight‑loss pill undercuts one of Europe’s biggest companies.

Today’s recommended read: China tightens clean tech grip with growing EV export reach, by Gavin Maguire

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

Sound engineering and music by Sebastian and Josh Sommer

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Bit shaken Feb 05, 2026

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Crypto prices slip alongside a broad tech sell‑off, blurring the line between Bitcoin and risk assets — plus the ECB weighs its next move.

Today’s recommended read: US inflation isn't subsiding. It's heating up again, 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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Tech wreck Feb 04, 2026

Show notes

A new AI release rattled software stocks and wiped billions off company values. Walmart’s trillion‑dollar milestone, and the signs the global economy may be heating up again.

Today’s recommended read: Warning from 'Down Under' may unsettle the Fed 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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AI of the storm Feb 03, 2026

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OpenAI is reportedly unhappy with Nvidia’s newest chips, while Musk combines SpaceX and X‑AI into a trillion‑dollar IPO vehicle. Tariff cuts send the rupee and Indian stocks higher, but doubts remain over India’s pledge to ramp up U.S. imports and shift away from Russian crude.

Today’s recommended read: Dollar risk premium is rebuilding 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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Warsh's balancing act Feb 02, 2026

Show notes

Donald Trump’s nominee for the Federal Reserve is no fan of the central bank’s quantitative easing policy. Mike Dolan and Anna Szymanski join today’s Morning Bid to explain why Kevin Warsh’s concerns over the Fed's balance sheet might be rippling through markets everything from gold to oil to crypto.

Today’s recommended read: How soon before Trump dubs Kevin Warsh 'clueless'? 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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Week ahead: Groundhog day? Feb 01, 2026

Show notes

Europe’s central banks meet, the US checks in on jobs, and Big Tech reports earnings continue.

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: Everyone's talking about Kevin Jan 31, 2026

Show notes

Kevin Warsh’s nomination as Fed chair steadied markets and lifted the dollar after a volatile week, while questions linger over rate‑cut expectations and Fed independence. Meanwhile, Elon Musk considers major mergers across SpaceX, xAI, and Tesla.

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open InterestProduced by Eliza Davis Beard, Ethan Plotkin and Abisoye AdelusiSound engineering and music by Sebastian and Josh SommerVisit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.You may also visit megaphone.fm/adchoices to opt out of targeted advertising.

Our Standards: The Thomson Reuters Trust Principles.

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