Reuters Morning Bid

A dramatic weekend of tariff reversals leaves markets searching for direction, with questions mounting over U.S. fiscal planning. Meanwhile, oil prices retreat before the next round of U.S.-Iran discussions.

Today’s recommended read: **US LNG export surge and soft China demand meet record European imports, Clyde Russell**

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The world’s most valuable company reports earnings this week, and investors are nervous. With AI spending ballooning and just four customers driving most of Nvidia’s revenue, the market wants answers.

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

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Sound engineering and music by Sebastian and Josh Sommer

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A Supreme Court ruling overturns some of Trump's sweeping U.S. tariffs, prompting potential importer refunds. Plus, U.S. inflation remains stubborn and fourth‑quarter GDP lands sharply below expectations, reflecting slowing economic momentum at the end of 2025. 

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

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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.

Today’s recommended read: Morning Bid: Oil spoils tech tonic, Mike Dolan

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

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Sound engineering and music by Sebastian and Josh Sommer

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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.

Today’s recommended read: Hawks circle as top two central banks switch leaders, Mike Dolan

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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