Reuters Morning Bid

Tension in the Strait of Hormuz is keeping traders on edge and reshaping how markets think about energy. Plus, Oracle shares deliver a surprise lift, even as the world powering AI looks stretched. And JP Morgan spots some unsettling signals inside private credit. 

Today’s recommended read: The dangerous politics of US oil-driven redistribution, Mike Dolan

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Oil prices whipsaw as Trump signals the Iran conflict may end soon, sending volatility surging across global markets. Stocks, bonds, and rate expectations swing wildly, while China delivers a surprise trade boom that adds another twist to an already unpredictable day.

Today’s recommended read: How oil shock and financial stress can feed each other by Mike Dolan

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

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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

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

Sound engineering and music by Sebastian and Josh Sommer

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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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