Reuters Morning Bid

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.

Today’s recommended read: Roaring global growth train emerging from 2026 fog by Mike Dolan

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

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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.

Today’s recommended read: **As global metals fever spreads, markets buckle under the heat, Andy Home**

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

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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.

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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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.

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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. 

Today’s recommended read: China tightens clean tech grip with growing EV export reach, by Gavin Maguire

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Sound engineering and music by Sebastian and Josh Sommer

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