Alle afleveringen
282 afleveringen, van nieuw naar oud
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Shutdown shadow
20 februari 2026 · 7 min
A 43‑day shutdown delayed U.S. GDP numbers, but the economy is still expected to be growing briskly. We look at why higher‑income Americans may finally be pulling back on spending, what the Fed will be watching in today’s PCE data. Plus how fresh strains in private credit and rising debt worries are adding a new layer of uncertainty. Lees meer
Today’s recommended read: Morning Bid: Oil spoils tech tonic, Mike Dolan
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Nvidia’s Meta match
19 februari 2026 · 8 min
A mystery‑priced chip deal between Meta and Nvidia boosts Big Tech. Geopolitical tensions push oil prices higher. And even with AI spending exploding, Fed officials still aren’t convinced it will tame inflation anytime soon. Lees meer
Today’s recommended read: Hawks circle as top two central banks switch leaders, Mike Dolan
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Changing of Lagarde
18 februari 2026 · 8 min
Christine Lagarde is reportedly considering an early exit as president of the European Central Bank. Meanwhile, Wall Street returns from its break with fresh anxiety about AI’s impact on Big Tech and future interest rates. Tonight’s Fed Minutes might offer a clue. Lees meer
Today’s recommended read: China isn’t importing any US LNG, but it's still in the game by Ron Bousso
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Wall Street wakes up
17 februari 2026 · 7 min
Global markets return from a quiet long weekend on a softer note, gold and oil ease as U.S.–Iran talks begin in Geneva, and slowing UK wage growth boosts expectations the Bank of England may move toward a March rate cut. Lees meer
Today’s recommended read: 'Global euro' may have to come with some FX lift by Mike Dolan
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Goldilocks zone
16 februari 2026 · 8 min
U.S. inflation edges toward the Fed’s target while Japan’s government faces weak growth that underscores its push for fresh stimulus. Meanwhile, energy markets brace for volatility as a low‑expectation second round of U.S.–Iran talks in Geneva threatens to sway oil prices. Lees meer
Today’s recommended read: Suffocating Western pressure may finally force Russian oil output cuts by Ron Bousso
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Week Ahead: Horse power
15 februari 2026 · 8 min
A global rotation shakes up markets as money moves from pricey growth stocks into value. U.S. GDP and Walmart results may reveal whether momentum can last, and China’s Lunar New Year brings a surprising yuan rally that adds fresh intrigue to the week ahead. Lees meer
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Week in Review: Irreplaceable?
14 februari 2026 · 7 min
From legal tech to finance, AI anxiety spread fast this week after another startup claimed it could do the job of entire teams. Plus, a rosy U.S. jobs report hides a much weaker white‑collar picture and a sliding dollar. Lees meer
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AI phobia
13 februari 2026 · 7 min
Investors have turned from AI euphoria to AI paranoia, after one startup’s software demo sparked selloffs across insurance, logistics, and even Apple. Plus, fresh January price hikes and lingering Trump‑era tariffs mean today’s CPI reading could be a make‑or‑break moment for the Fed. Lees meer
Today’s recommended read: What would it take for the Fed to raise rates?, by Mike Dolan
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Rate expectations
12 februari 2026 · 8 min
January’s blockbuster jobs report shattered the weak labor narrative and pushed expected Fed cuts further out. Add a CBO outlook with deeper deficits and higher‑for‑longer yields, and the path to 2026 rate cuts looks even murkier. Lees meer
Today’s recommended read: Trump rate hopes and CBO budget math don't chime, by Mike Dolan
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Job jitters
11 februari 2026 · 8 min
Main Street is wobbling, from layoffs to weak retail sales. At the same time, TSMC reports blistering growth. Plus, a new AI tax‑management tool sends wealth‑manager stocks tumbling. Lees meer
Today’s recommended read: Euro and yuan global ambitions hasten the dollar drop by Mike Dolan
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CapEx America
10 februari 2026 · 7 min
The renminbi jumps ahead of the Lunar New Year, big tech firms tap the bond market for major funding rounds, and UK politics stir brief market jitters as questions swirl around Prime Minister Starmer’s position. Lees meer
Today’s recommended read: Roaring global growth train emerging from 2026 fog by Mike Dolan
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Tokyo drift
9 februari 2026 · 8 min
Japan’s ruling party secures its biggest majority ever, powering a rally in Tokyo shares while bonds and the yen stay steady. Wall Street looks to extend Friday’s explosive gains. And attention shifts to Wednesday’s employment numbers as debates rage over AI’s long‑term impact on jobs. Lees meer
Today’s recommended read: **As global metals fever spreads, markets buckle under the heat, Andy Home**
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Week Ahead: Super Poll Sunday in Japan
8 februari 2026 · 7 min
This upcoming week, markets brace for Japan’s election fallout, fresh U.S. jobs and inflation data, and continued turbulence in AI‑driven tech stocks—three forces colliding to shape investor sentiment and test confidence across global markets. Lees meer
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Week in Review: Friday flip
7 februari 2026 · 8 min
After a brutal week for tech, Wall Street suddenly flips. The Dow crosses 50,000 for the first time, chip stocks roar back, and AI fears give way to bargain‑hunting. We explain what actually changed — and why investors still aren’t convinced the turbulence is over. Lees meer
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AI hangover
6 februari 2026 · 7 min
After months of optimism, markets are suddenly uneasy about who actually benefits from AI. With the monthly jobs report delayed, layoff notices and claims hint at a softer jobs market — and a $49 weight‑loss pill undercuts one of Europe’s biggest companies. Lees meer
Today’s recommended read: China tightens clean tech grip with growing EV export reach, by Gavin Maguire
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Bit shaken
5 februari 2026 · 8 min
Crypto prices slip alongside a broad tech sell‑off, blurring the line between Bitcoin and risk assets — plus the ECB weighs its next move. Lees meer
Today’s recommended read: US inflation isn't subsiding. It's heating up again, by Mike Dolan
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Tech wreck
4 februari 2026 · 8 min
A new AI release rattled software stocks and wiped billions off company values. Walmart’s trillion‑dollar milestone, and the signs the global economy may be heating up again. Lees meer
Today’s recommended read: Warning from 'Down Under' may unsettle the Fed by Mike Dolan
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AI of the storm
3 februari 2026 · 8 min
OpenAI is reportedly unhappy with Nvidia’s newest chips, while Musk combines SpaceX and X‑AI into a trillion‑dollar IPO vehicle. Tariff cuts send the rupee and Indian stocks higher, but doubts remain over India’s pledge to ramp up U.S. imports and shift away from Russian crude. Lees meer
Today’s recommended read: Dollar risk premium is rebuilding by Mike Dolan
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Warsh's balancing act
2 februari 2026 · 8 min
Donald Trump’s nominee for the Federal Reserve is no fan of the central bank’s quantitative easing policy. Mike Dolan and Anna Szymanski join today’s Morning Bid to explain why Kevin Warsh’s concerns over the Fed's balance sheet might be rippling through markets everything from gold to oil to crypto. Lees meer
Today’s recommended read: How soon before Trump dubs Kevin Warsh 'clueless'? by Mike Dolan
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Week ahead: Groundhog day?
1 februari 2026 · 8 min
Europe’s central banks meet, the US checks in on jobs, and Big Tech reports earnings continue. Lees meer
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Week in Review: Everyone's talking about Kevin
31 januari 2026 · 6 min
Kevin Warsh’s nomination as Fed chair steadied markets and lifted the dollar after a volatile week, while questions linger over rate‑cut expectations and Fed independence. Meanwhile, Elon Musk considers major mergers across SpaceX, xAI, and Tesla. Lees meer
Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open InterestProduced by Eliza Davis Beard, Ethan Plotkin and Abisoye AdelusiSound engineering and music by Sebastian and Josh SommerVisit 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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Chair‑in‑waiting
30 januari 2026 · 7 min
President Trump nominates Kevin Warsh as the next head of the Federal Reserve. Plus, Apple delivers a blowout quarter driven by strong iPhone demand in Asia, even as chip shortages loom. Lees meer
Today’s recommended read: Old-economy demands may stall emerging market decarbonization, by Gavin Maguire
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Hold steady
29 januari 2026 · 8 min
The Fed holds steady and markets shrug. Oil and gold climb as Iran tensions return. Meta earnings surge while Microsoft slides. Lees meer
Today’s recommended read: Europe’s euro worry a mirror of US dollar dilemma?, by Mike Dolan
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Dollar drop
28 januari 2026 · 8 min
The dollar nurses steep losses and President Trump says it’s “great.” The Fed steps into its first policy meeting of the year under intense scrutiny over inflation, independence, and who might replace Jerome Powell. And Microsoft and Meta’s latest earnings put fresh focus on how the AI boom is reshaping Big Tech. Lees meer
Today’s recommended read: Be careful what you wish for on a weaker dollar, by Mike Dolan
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Seoul searching
27 januari 2026 · 8 min
Trump signals he could hike tariffs on South Korea, unsettling regional markets. Microsoft’s latest AI hardware sparks fresh questions over who leads the chipmaking race. And a U.S. winter storm drives energy prices sharply higher amid production shutdowns. Lees meer
Today’s recommended read: World's 'middle powers' de-risking from America, Mike Dolan
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Gold rush
26 januari 2026 · 8 min
Gold hits an unprecedented $5,000 as safe‑haven demand, central‑bank buying and political uncertainty intensify. Traders eye possible coordinated action to prop up the yen. And rising trade friction returns as Trump threatens 100% tariffs on Canada over a China trade arrangement. Lees meer
Today’s recommended read: Battle for the Fed' heats up to challenge rate horizon, Mike Dolan
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Week Ahead: Powell play
25 januari 2026 · 8 min
The Fed isn’t expected to make any changes to interest rates, but all eyes are on the central bank’s chair, Jerome Powell, as President Trump ramps up the pressure. And with four of the Magnificent Seven reporting this week, markets will find out whether the AI boom still has momentum. Lees meer
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Week in Review: Trust issues
24 januari 2026 · 8 min
From Greenland brinkmanship to tariff threats and a Supreme Court test of Fed independence, investors were asking one big question this week: what happens to markets when political power strains alliances, institutions, and the trust that keeps borrowing cheap and volatility contained? Lees meer
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Dimon in the rough
23 januari 2026 · 6 min
European leaders shelve retaliatory action after Trump backs off Greenland, Intel struggles to deliver the chips powering the AI boom and President Trump escalates his long‑running feud with Wall Street by suing JPMorgan and its CEO Jamie Dimon. Lees meer
Today’s recommended read: Will the world cut its $27 trillion 'long USA' position? by Jamie McGeever
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TACO Thursday
22 januari 2026 · 7 min
Global markets bounce back after President Trump abandons his tariff threats against Europe in a return of what investors call the “Trump Always Chickens Out” (TACO) trade. Plus, the Supreme Court signals it won’t let him fire Fed governor Lisa Cook and investors shift back to earnings season with Intel on deck. Lees meer
Today’s recommended read: Greenland storm barrels into 'hyper bull' market by Mike Dolan
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Curve your enthusiasm
21 januari 2026 · 7 min
U.S. Treasury yields jump as tensions over Greenland and tariff threats rattle markets. Plus, the Supreme Court prepares to wade into the battle over Fed independence, and a sell-off in Netflix’s stock may be a warning to the tech industry. Lees meer
Today’s recommended read: Europe’s energy weak spot reemerges in Greenland dispute by Ron Bousso
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American friction
20 januari 2026 · 7 min
Global markets sour as traders dump U.S. assets in response to rising tariff tensions between Washington and Europe. Japan’s bond market piles on pressure as yields surge toward multi‑year highs. And later today, Netflix steps into the spotlight with results that could swing tech sentiment in either direction. Lees meer
Today’s recommended read: Trump's embrace of oil industry is turning into an awkward grip, Ron Bousso
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Frozen assets
19 januari 2026 · 8 min
A new tariff threat over Greenland puts the U.S. and Europe on edge. Meanwhile, Trump’s trip to Davos raises fresh questions about the next Fed chair, and China’s 5% growth headline masks weak demand and a cooling economy. Lees meer
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Week Ahead: No business like snow business
18 januari 2026 · 7 min
President Donald Trump’s trip to Switzerland sets the tone for the week as business leaders gather at Davos. Plus, the U.S. Supreme Court is preparing to hear from Federal Reserve Governor Lisa Cook, and heavyweight tech earnings later in the week give markets plenty to navigate. Lees meer
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Week in Review: All roads lead to Jerome
17 januari 2026 · 7 min
Business leaders and global central bank chiefs stood up for Federal Reserve Chair Jay Powell, who was threatened with an indictment at the beginning of the week. Traders were also watching geopolitical hotspots - from Greenland to Iran - and a flurry of results from the biggest banks on Wall Street. Lees meer
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Chips Ahoy
16 januari 2026 · 6 min
Taiwan announces a $250 billion US investment deal focused on semiconductor production. Plus, oil markets calm as expectations of a US strike on Iran fade, and Goldman Sachs and Morgan Stanley report blowout earnings driven by a resurgence in deal-making. Lees meer
Today’s recommended read: Japan's long-awaited return to normalcy brings uncertainty, volatility, by Jamie McGeever
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Chips don't lie
15 januari 2026 · 7 min
TSMC’s stellar earnings buoy tech sentiment after some volatility in the sector yesterday. Plus, Reuters sat down with President Trump in the White House for a wide-ranging conversation on everything from Iran to the Federal Reserve - we tell you how markets are responding to his comments. Lees meer
Today’s recommended read: Is that it? The great dollar reversal fizzles
by Mike Dolan
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Credit where credit's due
14 januari 2026 · 7 min
JPMorgan warns President Trump’s proposed cap on credit card rates would hurt consumers as its shares sink on earnings. Investors digest softer U.S. core inflation even as rising food and energy costs keep pressure on the Fed. Plus, China’s record trade surplus is reshaping global flows. Lees meer
Today’s recommended read: Trump's mortgage foray at odds with aggravating Treasuries by Mike Dolan
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FedExes deliver a message
13 januari 2026 · 7 min
Three former Federal Reserve chairs are warning that attacks against the central bank could cause inflation to jump. Meanwhile, Trump is upping the ante against Iran, threatening to issue tariffs against its trading partners. Plus, traders are watching the yen today after Japan’s prime minister reportedly hinted at early elections. Lees meer
Today’s recommended read: Fighting the Fed, Trump tries credit easing by decree by Mike Dolan
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Powell’s Fed up
12 januari 2026 · 7 min
Fed Chair Jerome Powell says the unprecedented threat of a criminal indictment “should be seen in the broader context of the administration’s threats and ongoing pressure”. Meanwhile, December’s U.S. jobs report shows weak hiring but steady unemployment, and unrest in Iran is sending oil prices swinging. Lees meer
Today’s recommended read: Big Oil offers reality check to Trump’s Venezuela dream by Ron Bousso
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Week Ahead: Hey big lender
11 januari 2026 · 7 min
Big banks kick off earnings season with expectations of blockbuster results after a record year for M&A and IPOs. Investors eye inflation data for clues on Fed rate cuts, while tech watchers await TSMC’s numbers to see if the AI boom will keep rolling along. Lees meer
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Week in Review: What’s mine is yours
10 januari 2026 · 7 min
This week, Rio Tinto revived merger talks with Glencore, eyeing a more than $200B deal amid soaring copper demand. Warner Bros continued to resist Paramount’s advances. And defense stocks climbed after Trump pledged $1.5T in military spending. Lees meer
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Copper bottomed
9 januari 2026 · 7 min
A spike in copper prices is reviving talks of a mining mega‑merger that could reshape global supply. Elsewhere, investors brace for a pivotal tariff ruling and fresh signals on whether the U.S. labor market is quietly cracking. Lees meer
Today’s recommended read: Murky US jobs data risk deepening historic Fed divisions, Jamie McGeever
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Stocks locked or loaded?
8 januari 2026 · 7 min
Trump takes aim at defense companies and Wall Street landlords, jolting markets. Bond investors pile in as yields slide, jobs data looms, and the AI trade keeps roaring - even as signs of fatigue creep in. Lees meer
Today’s recommended read: Trump’s ‘Donroe Doctrine’ targets China, US oil firms could pay the price, Ron Bousso
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Looking down the barrel
7 januari 2026 · 7 min
Markets react to plans to ship stranded Venezuelan oil to the U.S., reigniting oversupply fears. Attention now turns to U.S. labour data and jitters in Asia after China tightens export rules. Lees meer
Today’s recommended read: Trump's Venezuela oil grab revives 'petrodollar' debate, Jamie McGeever
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AI, Robot
6 januari 2026 · 7 min
Nvidia and automakers take centre stage at CES with big bets on AI and autonomy, while the dollar drifts as investors refocus on U.S. data and Fed easing. Meanwhile, a $400,000 Venezuela wager shines a light on the risks - and reach - of prediction markets. Lees meer
Today’s recommended read: Trump offers US oil companies a poisoned chalice in Venezuela, Ron Bousso
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Venezuela: Trump's pipeline dream?
5 januari 2026 · 8 min
U.S. action in Venezuela sets the stage for a major shift in global energy flows. But rebuilding Venezuelan output from 900,000 barrels per day to its former glory will take years, billions of dollars, and political stability that’s still far from certain. Lees meer
Today’s recommended read: US oil refiners win, Chinese rivals lose in Trump’s Venezuela strike, Ron Bousso
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Stampede or stumble: how will 2026 test stock bulls?
1 januari 2026 · 15 min
Investors are bullish, cash levels are low, and fiscal stimulus is set to supercharge growth. But with inflation still sticky and Trump’s policies only beginning to bite, could this be the year the bull market stumbles? Anna Szymanski and Mike Dolan discuss on this special Year Ahead episode of Reuters Morning Bid. Lees meer
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OpenA-IPO?
31 december 2025 · 7 min
Fed minutes reveal sharp divisions on rate cuts, leaving markets cautious and the dollar under pressure. Plus, Warner Bros looks set to reject Paramount’s latest hostile bid. Meanwhile, IPO momentum is building, with potential record-breaking listings from OpenAI and SpaceX coming in the new year. Lees meer
Today’s recommended read: What just happened? Ten charts to help make sense of markets in 2025 by Anna Szymanski
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Yuan direction
30 december 2025 · 7 min
The Chinese onshore yuan has reached its highest level against the U.S. dollar in years, while silver and gold swing wildly on thin year-end liquidity. Plus, traders are watching geopolitical flashpoints - from Iran to Taiwan - going into one of the last trading days of the year. Lees meer
Today’s recommended read: Tariffs, China, and the dollar: What Wall Street got wrong in 2025 by Jamie McGeever
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