Reuters Morning Bid

Latest Episodes:

Tariffs, tech and tanks: Morning Bid's 2025 Year in Review Dec 24, 2025

Show notes

Join Amanda Cooper and Mike Dolan for a special edition of Reuters Morning Bid, as they look back on a whirlwind year for global markets. From Trump’s return to the White House and the ripple effects on trade and tariffs, to the AI-fueled stock boom and Europe’s historic rearmament, 2025 has been a year to remember for traders.

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

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Novo tips the scales Dec 23, 2025

Show notes

Markets are waiting today to see how the U.S. economy performed in Q3. Plus, Novo Nordisk has capped off a difficult year with a decisive victory, with the FDA approving sale of its weight-loss pill for U.S. consumers. And Japan may have calmed its currency markets - for now.

Today’s recommended read: Guns and gold win in 2025, but other 'safety' trades bomb 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 and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

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Yen again? Dec 22, 2025

Show notes

Japan’s yen keeps sliding despite last week’s rate hike, raising the specter of government intervention. Meanwhile, Washington’s campaign against Venezuelan oil tankers is keeping energy markets on edge. And with Christmas week underway, traders are still waiting for the famed Santa rally to appear.

Today’s recommended read: Oil’s geopolitical premium vanished in 2025 - and may not return 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 and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

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The Week Ahead: GDP under the tree Dec 21, 2025

Show notes

A backlog of U.S. economic indicators will hit markets this week, including GDP, consumer confidence, factory orders, and jobless claims. What story will they tell? Plus, geopolitical events are continuing to stir up energy markets ahead of the holidays.

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

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Week in Review: Three hawkish banks (and a partridge in a pear tree) Dec 20, 2025

Show notes

Central banks sound hawkish heading into 2026. Plus, Warner Brothers rejects Paramount’s hostile bid, and Trump Media bets $6 billion on fusion energy.

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

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May I have this ByteDance? Dec 19, 2025

Show notes

The Bank of Japan ends a 30-year era of near-zero interest rates with a historic hike in an effort to tackle sticky inflation. Meanwhile, U.S. inflation may be sliding - but the data is leaving some economists scratching their heads. Plus, TikTok may have found a new set of ownership partners for its U.S. business.

Today’s recommended read: Five charts that defined agricultural markets in 2025 by Karen Braun

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

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Inflation nation Dec 18, 2025

Show notes

AI stocks are taking another beating as Oracle and Nvidia lead a bruising tech selloff into year-end. Meanwhile, U.S. inflation is set to show prices still running hot, and Europe’s central banks deliver their final policy calls of 2025.

Today’s recommended read: BoE needs to rein in rising real rates, Mike Dolan

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

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Crude awakening Dec 17, 2025

Show notes

Crude oil rebounds on talk of a Venezuelan blockade, but the bigger story is a looming global glut. Plus, US jobs data muddies the waters for markets, and Warner Brothers is facing a blockbuster takeover decision.

Today’s recommended read: Investment herd got it mostly right a year ago 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 and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

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No sleep for Wall Street Dec 16, 2025

Show notes

Wall Street faces a double dose of payroll data as investors hunt for clues on the Fed’s next move. Meanwhile, Nasdaq pushes for near-24/7 trading and Ford pivots on EVs amid Trump's policy shifts.

Today’s recommended read: US Treasuries rebuilding risk premia, Mike Dolan

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard and Ethan Plotkin

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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The great stall of China Dec 15, 2025

Show notes

Beijing’s property woes and weak retail data weigh on Asia. Meanwhile, investors face a tense start to the last full trading week of the year as U.S. markets wrestle with AI anxiety and bond market jitters before jobs data.

Today’s recommended read: Sterling laps up UK-Japan rate squeeze, Mike Dolan

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard and Ethan Plotkin

Sound engineering and music by Sebastian and Josh Sommer

Our Standards: The Thomson Reuters Trust Principles

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