Reuters Morning Bid

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The Week Ahead: A tale of two banks Dec 14, 2025

Show notes

Two central banks in two major economies are expected this week to head in different directions, with Japan likely to raise and the UK expected to cut interest rates. Plus, traders are anticipating long-awaited US employment data, and the possible arrival of a so-called Santa Rally to finish the year.

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: Bubble trouble Dec 13, 2025

Show notes

Oracle’s surprise spending spree reignites concerns about an AI bubble and debt-fueled tech growth. Meanwhile, the Fed cuts rates but signals a pause ahead, and Japan’s borrowing costs hit an 18-year high as markets brace for a hike.

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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Mickey Mouse meets the machines Dec 12, 2025

Show notes

In a watershed moment for Hollywood, Walt Disney is letting OpenAI use iconic characters like Mickey Mouse, Cinderella and Yoda as part of a $1 billion deal. Oracle slumps as its massive spending and weak forecasts fan doubts over how quickly big bets on AI will pay off. And the oil market takes Washington’s pressure campaign against Venezuela in stride.

Today’s recommended read: Permian to retain US oil crown even after hitting peak 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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Silver linings Dec 11, 2025

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The Fed gives markets the rate cut they were expecting, but Powell’s guidance hints at a tricky road ahead. Plus, Oracle stumbles on AI spending plans, and silver hits a record as investors seek safe havens.

Today’s recommended read: Fade the Fed, global rates are heading higher, 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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Ready, Fed, go Dec 10, 2025

Show notes

Another rate cut is priced in, but the real story is the Fed’s guidance for next year - and who will deliver it. Plus, Canada signals the end of its easing cycle, and Oracle’s results reveal cracks in AI’s debt-fueled growth.

Today’s recommended read: AI masking the economy cuts both ways, 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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Chips to China Dec 09, 2025

Show notes

Nvidia wins approval from the White House to sell its second-most-powerful chip to China, raising new questions about the AI race. Plus, oil prices slide as Ukraine peace talks continue. And in Hollywood, Paramount’s hostile bid for Warner Brothers is setting up a dramatic showdown with Netflix.

Today’s recommended read: Texas makes clean power breakthrough as solar output overtakes coal by Gavin Maguire

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 rate cut before Christmas? Dec 08, 2025

Show notes

Markets are betting big on a rate cut this week as the Fed meets for its final decision of the year. Meanwhile, China’s exports rebound with a record $1 trillion trade surplus, and Netflix’s $72 billion Warner Brothers deal raises questions about antitrust and corporate debt.

Today’s recommended read: As Fed meets, elusive r-star still packs a punch, 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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The Week Ahead: The Fed takes center stage Dec 07, 2025

Show notes

All eyes are on Fed chairman Jay Powell, whose rate-setting committee meets this week and the central bank's independence continues to be a hot topic of debate. As oil markets are roiled by the prospect of Ukraine peace, the potential for equities to overheat the entire financial system is also coming into focus. Join hosts Anna Szymanski and Mike Dolan for Reuters Morning Bid: The Week Ahead.

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: Netflix streams big Dec 06, 2025

Show notes

Netflix stuns Wall Street by winning the bidding war for Warner Brothers. Plus, Europe takes steps towards building a multilateral defense bank, and Kevin Hassett takes the lead in the race for Fed chair. Join Anousha Sakoui and Elena Casas for Morning Bid: Week in Review.

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

Our Standards: The Thomson Reuters Trust Principles.

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Meta gets a reality check Dec 05, 2025

Show notes

Mark Zuckerberg is scaling back on the Metaverse as investors demand frugality. Meanwhile, Netflix pulls ahead in the Warner Brothers deal, and the Fed’s inflation numbers could seal the case for a holiday rate cut.

Today’s recommended read: U.S. consumer delinquency glass is half full, Jamie McGeever

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

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