Reuters Morning Bid

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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

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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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The rate cut before Christmas? Dec 08, 2025

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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

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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

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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.

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Meta gets a reality check Dec 05, 2025

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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

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Dollar slips, Microsoft trips Dec 04, 2025

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The dollar just logged its worst day since October as weak U.S. jobs data and Fed uncertainty weigh on markets. Meanwhile, Japan’s 30-year bond auction draws its strongest demand in six years, and Microsoft stumbles on concerns about its software targets.

Today’s recommended read: Can AI break a 150-year trend without overheating the economy?, 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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Hassett allocation Dec 03, 2025

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Markets digest Trump’s Fed chair tease and oil is back in focus after Kremlin talks. Plus, Boeing’s stock takes flight on cash flow optimism after years of turbulence.

Today’s recommended read: Bond termites, not vigilantes, are the big risk, 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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Gravity knocks on Bitcoin's door Dec 02, 2025

Show notes

December isn’t feeling so merry for Wall Street. Investors are on edge after a slide in cryptocurrencies and a global bond selloff triggered by a looming interest rate hike in Japan. Plus, Tesla’s European sales slump continues.

Produced by Eliza Davis Beard and Ethan Plotkin

Sound engineering by Sebastian Sommer

Today’s recommended read: OPEC+ to spark spending race with new oil quota system, Ron Bousso

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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December starts in risk-off mode Dec 01, 2025

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Hawkish comments from the Bank of Japan put stock markets under pressure. Record-breaking Black Friday spending suggests U.S. shoppers are still splurging online - but inflation and shaky confidence tell a more complicated story. Meanwhile, OPEC+ is holding oil output steady heading into 2026.

Today’s recommended read: Hassett may be 'shadow Fed Chair' for five months, Mike Dolan

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The Week Ahead: Fed rumors and AI rivalries Nov 30, 2025

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December rolls in, with big questions looming: Who's ahead in the Fed race? Which tech titan takes the AI crown? And what might 2026 look like for markets? Join hosts Anna Szymanski and Mike Dolan for Reuters Morning Bid: The Week Ahead.

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