Reuters Morning Bid

A rare split vote at the BOJ sharpens the debate over Japan’s next rate move, even as the yen struggles to rally. Oil holds above $100 with the Iran conflict frozen, while tech stocks power ahead into a pivotal earnings week.

Today’s recommended read: 'See through' Iran war? Markets exploit permacrisis instead, Mike Dolan

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

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Federal Reserve Chair Jerome Powell heads into what could be his last meeting as Fed chair as oil tops $100 and Wall Street seems unfazed by geopolitical tension. AI‑linked stocks lead global markets higher ahead of a big week for tech earnings.

Today’s recommended read: Iran war hands OPEC's swing producer crown to America, Ron Bousso

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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Central banks take the spotlight this week, with U.S. inflation data set to test expectations for rate cuts. Plus a look ahead to key mega‑cap earnings.

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

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Kevin Warsh’s confirmation hearings put a spotlight on the future of the Fed. SpaceX’s IPO filing shows Elon Musk retaining control of the rocket maker. Plus, DeepSeek’s latest model shows China’s growing self-sufficiency in AI.

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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Oil prices climb again after U.S. President Donald Trump warns Iran over the Strait of Hormuz. But stocks keep rallying, helped by upbeat AI earnings from Intel.

Today’s recommended read: Japan fiscal experiment is lab test for Treasuries, 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

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.

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