Reuters Morning Bid

From legal tech to finance, AI anxiety spread fast this week after another startup claimed it could do the job of entire teams. Plus, a rosy U.S. jobs report hides a much weaker white‑collar picture and a sliding dollar.

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

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Investors have turned from AI euphoria to AI paranoia, after one startup’s software demo sparked selloffs across insurance, logistics, and even Apple. Plus, fresh January price hikes and lingering Trump‑era tariffs mean today’s CPI reading could be a make‑or‑break moment for the Fed.

Today’s recommended read: What would it take for the Fed to raise rates?, 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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January’s blockbuster jobs report shattered the weak labor narrative and pushed expected Fed cuts further out. Add a CBO outlook with deeper deficits and higher‑for‑longer yields, and the path to 2026 rate cuts looks even murkier.

Today’s recommended read: Trump rate hopes and CBO budget math don't chime, 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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Main Street is wobbling, from layoffs to weak retail sales. At the same time, TSMC reports blistering growth. Plus, a new AI tax‑management tool sends wealth‑manager stocks tumbling.

Today’s recommended read: Euro and yuan global ambitions hasten the dollar drop 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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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

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

Sound engineering and music by Sebastian and Josh Sommer

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