Recent Posts
Podcast•Mar 1, 2026•7 min
Week Ahead: Shockwaves From Iran
In this urgent episode of Reuters Morning Bid, hosts Carmel Crimmins and Amanda Cooper dissect the fallout from a wave of US and Israeli strikes that killed Iran’s supreme leader, sparking Iranian drone and missile retaliation. They highlight the immediate market focus on energy, noting Brent crude hovering near $72 and the risk of a Strait of Hormuz shutdown that could send oil prices soaring. The discussion expands to broader market implications, with risk assets likely to sell off while safe‑haven assets such as gold, the yen and government bonds could rally. They warn that heightened volatility will compound already fragile investor sentiment amid AI disruptions and tariff uncertainties.
By Reuters Morning Bid
Podcast•Feb 22, 2026•8 min
Week Ahead: Chip Check
In this brief episode, Reuters' Mike Dolan highlights the upcoming earnings report from Nvidia, the world’s most valuable company, and the market anxiety surrounding it. He points out that Nvidia’s soaring AI spending is heavily reliant on just four major...
By Reuters Morning Bid
Podcast•Feb 20, 2026•7 min
Shutdown Shadow
The episode examines the impact of the 43‑day government shutdown on U.S. GDP reporting, noting that growth is still projected to be robust despite the delay. It discusses emerging signs that higher‑income households are curbing discretionary spending and outlines what...
By Reuters Morning Bid
Podcast•Feb 13, 2026•7 min
AI Phobia
The episode examines the rapid shift from AI euphoria to AI paranoia among investors, sparked by a controversial startup demo that triggered selloffs in sectors like insurance, logistics, and even impacted Apple. It also highlights the impact of recent January...
By Reuters Morning Bid
Podcast•Feb 12, 2026•7 min
Rate Expectations
The episode dissects the impact of January's surprisingly strong jobs report, which undermined expectations of a weakening labor market and pushed anticipated Federal Reserve rate cuts further into the future. It also examines a new Congressional Budget Office outlook that...
By Reuters Morning Bid
Podcast•Feb 11, 2026•7 min
Job Jitters
The episode examines the current economic turbulence on Main Street, highlighting widespread layoffs and soft retail sales, while contrasting this with TSMC's explosive growth in the tech sector. It also explores the impact of a new AI-driven tax‑management tool that...
By Reuters Morning Bid
Podcast•Feb 7, 2026•7 min
Week in Review: Friday Flip
The episode reviews a dramatic market swing after a tough week for tech, highlighting the Dow’s historic breach of 50,000 points and a rapid rebound in chip stocks as investors shift from AI‑related anxiety to value‑focused buying. Analysts explain that...
By Reuters Morning Bid
Podcast•Feb 6, 2026•6 min
AI Hangover
The episode examines the sudden shift in market sentiment toward AI, moving from optimism to caution as investors question who truly benefits from the technology. It highlights emerging signs of a softer jobs market, including delayed employment data and rising...
By Reuters Morning Bid
Podcast•Jan 20, 2026•7 min
American Friction
The episode examines the fallout from escalating tariff disputes between the United States and Europe, which have prompted investors to sell U.S. assets and trigger a sell‑off in global markets. It highlights Japan’s bond market stress as yields climb to...
By Reuters Morning Bid
Podcast•Jan 12, 2026•7 min
Powell’s Fed Up
The episode reviews Jerome Powell’s remarks that a potential criminal indictment against him must be viewed against the backdrop of broader political pressures from the administration. It also analyzes December’s U.S. jobs data, which showed a slowdown in hiring while...
By Reuters Morning Bid