Reuters Morning Bid

U.S. markets reopen after the long weekend to mixed signals as Trump sets a new Iran deadline, OPEC talks up higher output, and a surprisingly hot US jobs report lands, complicating the Fed’s inflation fight. 

Today’s recommended read: Iran war exposes frailties of 'no-hire' US economy by Jamie McGeever

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Next week a new U.S. inflation report lands just as the fallout from the Iran war ripples through energy markets. We look at what the data could show, how energy prices are feeding through the economy, and how the Fed is thinking about its next move.

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 AdelusiSound engineering and music by Sebastian and Josh Sommer

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President Trump’s Iran war address leaves markets uneasy. Plus, investors brace for U.S. jobs data. And far from Earth, NASA returns to the Moon as SpaceX prepares a record-setting IPO.

Today’s recommended read: Oil shock resilience in March - or smoke and mirrors?, by 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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Markets rally as investors hope for an end to the Iran war, sending oil lower and stocks higher. U.S. consumers stay unexpectedly confident despite energy shocks, while Nike shares tumble after warning of a sharp slowdown in China sales.

Today’s recommended read: Haven or dry powder, cash did fine in March, just ask Buffett by 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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Q1 2026 will be one to remember: oil ending at multi‑year highs, US gas prices crossing $4, and markets struggling to price geopolitical uncertainty. As the Fed stays patient, attention turns to labor data and tightening financial conditions.

Today’s recommended read: Market tightening gives central banks time to wait and watch by 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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