Reuters Morning Bid

10h ago

The Bank of Japan ends a 30-year era of near-zero interest rates with a historic hike in an effort to tackle sticky inflation. Meanwhile, U.S. inflation may be sliding - but the data is leaving some economists scratching their heads. Plus, TikTok may have found a new set of ownership partners for its U.S. business. Today’s recommended read: Five charts that defined agricultural markets in 2025 by Karen Braun 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 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 megaphone.fm/adchoices

1d ago

AI stocks are taking another beating as Oracle and Nvidia lead a bruising tech selloff into year-end. Meanwhile, U.S. inflation is set to show prices still running hot, and Europe’s central banks deliver their final policy calls of 2025. Today’s recommended read: BoE needs to rein in rising real rates, 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 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. Our Standards: The Thomson Reuters Trust Principles. Learn more about your ad choices. Visit megaphone.fm/adchoices

2d ago

Crude oil rebounds on talk of a Venezuelan blockade, but the bigger story is a looming global glut. Plus, US jobs data muddies the waters for markets, and Warner Brothers is facing a blockbuster takeover decision. Today’s recommended read: Investment herd got it mostly right a year ago by 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 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 megaphone.fm/adchoices

3d ago

Wall Street faces a double dose of payroll data as investors hunt for clues on the Fed’s next move. Meanwhile, Nasdaq pushes for near-24/7 trading and Ford pivots on EVs amid Trump's policy shifts. Today’s recommended read: US Treasuries rebuilding risk premia, 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 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. Our Standards: The Thomson Reuters Trust Principles. Learn more about your ad choices. Visit megaphone.fm/adchoices

4d ago

Beijing’s property woes and weak retail data weigh on Asia. Meanwhile, investors face a tense start to the last full trading week of the year as U.S. markets wrestle with AI anxiety and bond market jitters before jobs data. Today’s recommended read: Sterling laps up UK-Japan rate squeeze, 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

5d ago

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 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 megaphone.fm/adchoices

6d ago

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 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 megaphone.fm/adchoices

Dec 12

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 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 megaphone.fm/adchoices