Reuters Morning Bid

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

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

Sound engineering and music by Sebastian and Josh Sommer

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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

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

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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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.

Today’s recommended read: China isn’t importing any US LNG, but it's still in the game by Ron Bousso

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.

You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
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