Markets Tune Out the Noise
In this episode, Reuters Morning Bid hosts Amanda Cooper and Mike Dolan discuss the S&P 500 returning to pre‑war levels, the mixed earnings of Goldman Sachs—strong equity revenue but a weak fixed‑income, currency and commodities (FIC) division—and the broader macro backdrop, including the IMF’s outlook and a disappointing March trade report from China. They note that market volatility is easing as investors shift focus to earnings and the uncertain energy supply shock highlighted by the IEA’s Fatih Birol. The hosts also flag the potential implications of back‑channel US‑Iran talks and the challenges forecasters face without a clear baseline.
Week in Review: Whither the Ceasefire
The episode examines the fallout from the tentative US‑Iran cease‑fire, focusing on how limited tanker traffic through the Strait of Hormuz is keeping oil prices volatile despite market optimism. It highlights the logistical challenges, including Iran’s demand for $2 million cryptocurrency...
Iran Deadline Approaches
The episode focuses on the looming U.S. deadline over Iran, which keeps oil prices near $100 per barrel and fuels market uncertainty, especially as U.S. ISM data shows slowing activity and a sharp rise in component prices. Samsung’s explosive earnings,...
Fuel on the Fire
The episode examines how the escalating Iran‑Houthi conflict is driving oil prices above $100 per barrel and triggering a sharp market sell‑off. It highlights the G7 finance ministers' meeting, where they will discuss measures such as cutting fuel duties to...
Another Day, Another Deadline
In this episode, Reuters' Peter Devon and Elena Casas discuss the sharp decline in oil prices following President Trump's extension of the deadline for airstrikes on Iran, the heightened recession risk highlighted by Moody's and Fed officials, and the looming...
Eye of the Storm?
The episode examines how recent geopolitical tensions are driving a fresh surge in energy prices, with the US and allies pledging to boost supply while Qatar reports that 17% of its gas output has been knocked offline by airstrikes, potentially...
Buckle Up
In this episode of Reuters Morning Bid, Amanda Cooper and Mike Dolan dissect the wild swings in oil prices after former President Trump hinted the Iran conflict could end soon, noting crude jumped $30‑$25 per barrel in a day before...
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...
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...
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...
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...
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...
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...
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...
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...