Podcast
Reuters Morning Bid
Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.
- Investing chart
- #86
- Episodes
- 289
- Releases
- Daily
- Typical length
- 9 min
- On air since
- 2025
- Latest episode
- 18 hours ago
Episodes
289 episodes, newest first
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9 min
Markets await midterms
Show notes
Americans head to the polls today in midterm elections that could shape the final two years of President Trump's agenda. Oil prices swing after US strikes on Iran complicate hopes for diplomacy. And Apple shares fall despite an earnings beat as investors focus on margin pressure and rising chips costs.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: Fridge hacks and finance attacks flag AI insecurity by Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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9 min
Tech or treat
Show notes
A brutal October for big tech, with Intel down nearly 30% and the Nasdaq logging its worst monthly loss since March 2025. Apple reports today, Americans head to the polls tomorrow, and Fed officials say another rate hike is coming.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: Big Oil's spending caution speaks louder than its profits, Ron Bousso
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Eliza Davis Beard.
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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7 min
Binance burglary
Show notes
Alphabet and Amazon shares fall after another quarter of heavy AI spending. Binance races to contain the fallout from a record $6.3 billion crypto hack linked to North Korea. And the Bank of Japan says inflation is finally back at target, pacing the way for a potential rate hike in December.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: High stocks, low price, but don't write lead off just yet by Andy Home
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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10 min
December hike still in question
Show notes
The Federal Reserve holds rates steady, but Chair Kevin Warsh keeps the door open to a December hike. Alphabet shares tumble as investors question another quarter of heavy AI spending, while Microsoft and Oracle win praise for a more disciplined approach. And the European Central Bank faces growing pressure from French debt worries and soaring gas prices.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: Biggest market impact of US midterms may be 2028 countdown by Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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9 min
A hawkish hold?
Show notes
The Fed is expected to hold rates steady, but investors will be watching closely for signs of more hikes to come. AI stocks find their footing again as strong results from SK Hynix lift sentiment ahead of earnings from Microsoft and Alphabet. And oil prices climb on reports the US could resume strikes on Iran after next week's midterm elections.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: ECB can cool rate bets, but may not want to yet by Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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10 min
The Anthropic IPO
Show notes
Anthropic files for its long-awaited IPO, revealing the enormous spending, debt and expectations behind the AI boom. Oil prices remain elevated as traders watch diplomatic efforts to ease the Iran conflict. And investors look ahead to the Fed's latest decision after bond markets found some relief during the recent AI sell off.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: AI tremor exposes market's volatility fault linesby Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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8 min
Bets on Brazil
Show notes
Luiz Inacio Lula da Silva defeats Flavio Bolsonaro in Sunday's runoff, catching prediction markets off guard after weeks of gains in Brazilian assets priced around a Bolsonaro win. Stock ETFs, the real, and bonds all look set to reverse sharply. Elsewhere, France narrowly escapes a Moody's credit downgrade even as street protests resume in Paris for a second weekend.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: How Trump's energy dominance turned into hubris, Ron Bousso
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Eliza Davis Beard.
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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7 min
The AI reset
Show notes
AI stocks tumble as investors question how much spending, borrowing and optimism the sector can still sustain. Investors rush back into government bonds as expectations for a December Fed rate hike fade. And oil climbs above $114 a barrel as reports suggest the US and Israel could be preparing new strikes on Iran.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today’s recommended read: Will the US Treasury scrap 20-year bond sales? by Jamie McGeever
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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10 min
Meta's AI bill
Show notes
Meta shares rise after an earnings beat and excitement around its new Muse AI agent, even as the company burns cash and plans a new share sale. Tesla falls after cutting spending and lowering long-term sales ambitions, adding to questions about a possible merger with SpaceX. Oil prices climb after fresh attacks in Saudi Arabia and a lack of diplomatic progress in both the Middle East and Ukraine. And French borrowing costs hit their highest since 2002 as investors brace for a potential credit-rating downgrade.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today’s recommended read:Surging sterling shakes off Britain's budget blues by Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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9 min
The Tesla-SpaceX question
Show notes
SpaceX beats earnings estimates as Elon Musk backs discussions over a potential merger with Tesla. Wild swings in oil prices and AI stocks expose growing market nerves over war and tech valuations. And Netflix disappoints with its slowest revenue growth in three years, sending shares lower.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today’s recommended read: Smouldering debt risk haunts French markets by Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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9 min
France on edge
Show notes
Street riots and curfews in Paris rattle investors already worried about France's debt burden and political uncertainty. A failed South Korean data-centre IPO reignites concerns over AI-related stocks ahead of earnings from Netflix and SpaceX. And oil prices hit five-month high as traders brace for more conflict in the Middle East.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today’s recommended read: Markets' squeal is music to Fed ears - but still too faint by Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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11 min
Mine field
Show notes
Oil markets open the week on edge after ships hitting mines in the Strait of Hormuz helped drive crude to $110 on Friday, while Ukraine struck a major Russian oil installation near St. Petersburg over the weekend. On Wall Street, Meta's Wednesday earnings report arrives after a brutal week for tech stocks, with the SOX index shedding more than 10% on concerns about AI-related debt.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: Asian refiners' pain is Middle East oil producers' problem, Ron Bousso
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Eliza Davis Beard.
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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6 min
AI's debt burden
Show notes
Markets are recovering from the CoreWeave selloff, but investors are still questioning the debt burden behind the AI boom. Fed Chair Kevin Warsh says hotter inflation hasn't changed his view of the economy, prompting markets to dial back rate-hike expectations. And Elon Musk unveils Tesla's flying Roadster, but the long-awaited vehicle won't arrive until 2028.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today’s recommended read: Europe's battery boom has a dirty secretby Martin Vladimirov
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
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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10 min
Tech stocks sink
Show notes
Hotter-than-expected inflation revives debate over whether the Fed could raise rates this month. AI-linked stocks stumble as rising borrowing costs heap pressure on indebted companies like CoreWeave and Oracle. And oil markets remain on edge as traders weigh the impact of conflict in the Middle East and Ukraine's renewed attacks on Russian energy infrastructure.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today’s recommended read: AI investment boom may be papering over US economic cracks, Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.
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8 min
The CPI test
Show notes
Investors await September inflation data that could show prices rising at nearly twice the Fed's target, testing whether policymakers can hold off on further rate hikes. Plus China's exports surge again, putting the country on course for another trillion-dollar trade surplus this year. And Wall Street's biggest banks reveal how rising bond yields are affecting their business.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: Why governments might secretly wish for an AI stumble, by Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
Sound engineering and music by Sebastian and Josh Sommer.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.
You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
Learn more about your ad choices. Visit https://megaphone.fm/adchoices
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10 min
Cashing in chips
Show notes
AI stocks slide ahead of earnings season as investors question how much further the chip rally can run. Meanwhile, the IMF lifts its global growth forecasts and points to the AI boom as a key driver of trade and growth. And major US banks open earnings season with bond losses, trading revenues and AI financing in focus.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read:Europe gets the yuan rise it wants - just not the way it wanted Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
Sound engineering and music by Sebastian and Josh Sommer.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.
You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
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10 min
Diesel diplomacy
Show notes
The Trump administration's weekend moves to ease diesel prices - including a waiver on Russian fuel imports and claims of an energy ceasefire in Ukraine - have confused allies and surprised Kyiv. Meanwhile, Houthi strikes on Riyadh airport intensify, the IMF kicks off its annual meetings in Bangkok, and US bank earnings season gets underway alongside a fresh inflation reading.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: Central banks face test. Will they be good cops or bond villains?, Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Eliza Davis Beard.
Sound engineering and music by Sebastian and Josh Sommer.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.
You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
Learn more about your ad choices. Visit https://megaphone.fm/adchoices
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8 min
Open AI's revenue gap
Show notes
Open AI's annualized revenue for September is less than previously signaled. Oil prices ease after President Trump says no strikes on Iran are planned before the midterms. And investors prepare for big bank earnings as high yields continue to weigh on dealmaking and borrowing.
Today’s recommended read: Central banks face test. Will they be good cops or bond villains?, Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
Sound engineering and music by Sebastian and Josh Sommer.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.
You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
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10 min
AI on credit
Show notes
Bond yields climb to 24-year highs as Fed minutes show most policymakers see more rate rises ahead and investors demand more compensation for holding long-term debt. Wall Street grows uneasy about the huge, increasingly interconnected financing deals funding the AI build-out. And Samsung shares fall despite an eightfold jump in operating profits, while TSMC reports record sales.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read: Battle for Mideast oil market share has already begun by Ron Bousso
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
Sound engineering and music by Sebastian and Josh Sommer.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.
You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
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10 min
S&P 500's record run
Show notes
The S&P 500 hits another record as investors look ahead to earnings season and another stronger quarter for corporate profits. Fed minutes due later today could reveal how much support there is for further rate hikes after September's increase. And oil climbs above $100 again as fresh fighting and storm risks threaten supplies.
📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
Today's recommended read:For Trump's Treasury, the sting is in the auction 'tail' by Jamie McGeever
Subscribe to Mike Dolan's Morning Bid newsletter and check out his columns on Reuters Open Interest.
Produced by Abisoye Osundairo.
Sound engineering and music by Sebastian and Josh Sommer.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.
You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
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