Reuters Morning Bid

Oil prices surge past $100 as the Middle East conflict enters a second week, raising fears of a prolonged supply shock. Combined with weak U.S. jobs data, stagflation concerns intensify while global markets fall, bond yields jump, and investors shift toward dollar liquidity.

Today’s recommended read: Compounding errors and narrow self-interest threaten global fuel crisis by Clyde Russell

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

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Markets brace for a prolonged Middle East conflict as energy prices drive uncertainty. Inflation data lands this week with fresh clues on how the surge in oil and gas could spill over. And with Kevin Warsh waiting in the wings, Fed rate‑cut hopes keep sliding.

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

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Energy prices jump, bonds sell off and central banks confront new inflation risks as the Middle East conflict expands. And the U.S. economy unexpectedly loses jobs in February, adding fresh uncertainty to the macro outlook.

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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President Trump is brushing off a jump in gas prices, even as international markets brace for the steepest spike since Russia’s invasion of Ukraine. We unpack why the administration is betting the shock will be brief. Plus, why today’s jobs numbers could tell a very different story about the US economy.

Today’s recommended read: Iran war exposes fragility of Western aluminium market, by Andy Home

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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Global stocks steadied on Wednesday despite crude jumping to its highest since June. Plus, Europe watches for an energy shock. And China sets its lowest GDP target since 1991, signaling deeper economic strain.

Today’s recommended read: Jet fuel's huge price surge points to coming pain from Iran war, by Clyde Russell

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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