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Reuters Morning Bid

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Latest episodes

  • Bets on Brazil

    October 26, 2026 · 8 min

    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…

  • The AI reset

    October 23, 2026 · 7 min

    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…

  • Meta's AI bill

    October 22, 2026 · 10 min

    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…

  • The Tesla-SpaceX question

    October 21, 2026 · 9 min

    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…

  • France on edge

    October 20, 2026 · 9 min

    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…

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  • Mine field

    October 19, 2026 · 11 min

    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…

  • AI's debt burden

    October 16, 2026 · 7 min

    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…

  • Tech stocks sink

    October 15, 2026 · 10 min

    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…

  • The CPI test

    October 14, 2026 · 8 min

    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…

  • Cashing in chips

    October 13, 2026 · 10 min

    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…

  • Diesel diplomacy

    October 12, 2026 · 10 min

    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…

  • Open AI's revenue gap

    October 9, 2026 · 8 min

    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…

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About the show

Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.