Reuters Morning Bid

Policymakers gather this week under renewed inflation pressure as crude returns to $100 and tensions in the Gulf rise. Meanwhile, chip producers warn that wafer shortages may persist to 2030, challenging tech supply and capital‑spending plans.

Today’s recommended read: Oil shock sparks rate repricing in historic 'G4' central bank week, Jamie McGeever

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

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Oil trades back above $100 as the Iran war enters a third week. Markets watch a packed central bank calendar while U.S.–China trade talks begin in Paris, with a possible Trump–Xi summit now uncertain.

Today’s recommended read: US is quickly exhausting tools to absorb Iran war oil shock by Ron Bousso

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

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As tensions rise in the Middle East and oil prices jump, central banks from the Fed to the ECB are reworking their inflation math once again. The fresh oil shock is reshaping rate expectations—while hidden risks in private credit and software debt bubble up in the background. 

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 historic oil reserve release fails to cool prices, core inflation refuses to ease, and markets push rate‑cut hopes way back as geopolitical tensions and supply disruptions reshape economic expectations in real time.

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

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Washington eases sanctions to free up more Russian oil as Brent crude tops $101 a barrel. We break down the market fallout, the inflation squeeze and the impact on the Fed.

Today’s recommended read: Iran war is one 'TACO' too far, by Jamie McGeever

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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