Reuters Morning Bid

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Week in Review: What’s mine is yours Jan 10, 2026

Show notes

This week, Rio Tinto revived merger talks with Glencore, eyeing a more than $200B deal amid soaring copper demand. Warner Bros continued to resist Paramount’s advances. And defense stocks climbed after Trump pledged $1.5T in military spending.

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Copper bottomed Jan 09, 2026

Show notes

A spike in copper prices is reviving talks of a mining mega‑merger that could reshape global supply. Elsewhere, investors brace for a pivotal tariff ruling and fresh signals on whether the U.S. labor market is quietly cracking.

Today’s recommended read: Murky US jobs data risk deepening historic Fed divisions, Jamie McGeever

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Produced by Eliza Davis Beard and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

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Stocks locked or loaded? Jan 08, 2026

Show notes

Trump takes aim at defense companies and Wall Street landlords, jolting markets. Bond investors pile in as yields slide, jobs data looms, and the AI trade keeps roaring - even as signs of fatigue creep in.

Today’s recommended read: Trump’s ‘Donroe Doctrine’ targets China, US oil firms could pay the price, Ron Bousso

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Produced by Eliza Davis Beard and Ethan Plotkin

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Looking down the barrel Jan 07, 2026

Show notes

Markets react to plans to ship stranded Venezuelan oil to the U.S., reigniting oversupply fears. Attention now turns to U.S. labour data and jitters in Asia after China tightens export rules.

Today’s recommended read: Trump's Venezuela oil grab revives 'petrodollar' debate, Jamie McGeever

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Produced by Eliza Davis Beard and Ethan Plotkin

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AI, Robot Jan 06, 2026

Show notes

Nvidia and automakers take centre stage at CES with big bets on AI and autonomy, while the dollar drifts as investors refocus on U.S. data and Fed easing. Meanwhile, a $400,000 Venezuela wager shines a light on the risks - and reach - of prediction markets.

Today’s recommended read: Trump offers US oil companies a poisoned chalice in Venezuela, Ron Bousso

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Venezuela: Trump's pipeline dream? Jan 05, 2026

Show notes

U.S. action in Venezuela sets the stage for a major shift in global energy flows. But rebuilding Venezuelan output from 900,000 barrels per day to its former glory will take years, billions of dollars, and political stability that’s still far from certain.

Today’s recommended read: US oil refiners win, Chinese rivals lose in Trump’s Venezuela strike, Ron Bousso

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Stampede or stumble: how will 2026 test stock bulls? Jan 01, 2026

Show notes

Investors are bullish, cash levels are low, and fiscal stimulus is set to supercharge growth. But with inflation still sticky and Trump’s policies only beginning to bite, could this be the year the bull market stumbles? Anna Szymanski and Mike Dolan discuss on this special Year Ahead episode of Reuters Morning Bid.

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OpenA-IPO? Dec 31, 2025

Show notes

Fed minutes reveal sharp divisions on rate cuts, leaving markets cautious and the dollar under pressure. Plus, Warner Bros looks set to reject Paramount’s latest hostile bid. Meanwhile, IPO momentum is building, with potential record-breaking listings from OpenAI and SpaceX coming in the new year.

Today’s recommended read: What just happened? Ten charts to help make sense of markets in 2025 by Anna Szymanski

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Yuan direction Dec 30, 2025

Show notes

The Chinese onshore yuan has reached its highest level against the U.S. dollar in years, while silver and gold swing wildly on thin year-end liquidity. Plus, traders are watching geopolitical flashpoints - from Iran to Taiwan - going into one of the last trading days of the year.

Today’s recommended read: Tariffs, China, and the dollar: What Wall Street got wrong in 2025 by Jamie McGeever

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Silver streak Dec 29, 2025

Show notes

Precious metals are shining, with silver surging to $80 an ounce and outpacing gold as investors hedge against uncertainty and potential Fed rate cuts. Markets now await the Fed’s meeting minutes for clues on policy shifts, even as leadership changes loom. Meanwhile, dealmakers stayed busy through the holidays - could next year break M&A records?

Today’s recommended read: Every mineral is critical in the new metals age by Andy Home

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Produced by Eliza Davis Beard and Ethan Plotkin

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