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The U.S. 10-year Treasury yield is closing non 5%, a level many investors see as a potential threat to stocks. Markets are also waiting for a crucial CPI report that could determine whether the Federal Reserve raises rates next week. And Oracle's results ease concerns that AI spending isn't paying off.

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Today's recommended read: Can Africa seize its moment in the race for critical minerals? by Andy Home

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Listen to the latest episode of Reuters Econ World on ⁠⁠⁠⁠right-wing populism⁠⁠⁠⁠.

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U.S. President Donald Trump says the Iran war won't end before the midterms and is proposing $5,000 checks for every American, raising fresh questions for inflation and bond markets. The European Central Bank is expected to raise interest rates again as energy prices climb. And an AI researcher who resigned from Anthropic says the company and its rivals are acting irresponsibly and that the technology could pose a threat to humanity.

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Today's recommended read: Is the dollar policy 'mini Mar-a-Lagos' or Whac-A-Mole?⁠, Mike Dolan

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

Listen to the latest episode of Reuters Econ World on ⁠⁠⁠right-wing populism⁠⁠⁠.

Produced by Eliza Davis Beard and Abisoye Osundairo.

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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The U.S.-Canada trade war is escalating from tariffs to outright import bans, with Washington blocking roughly a billion dollars' worth of Canadian dairy, alcohol, motorcycles and Bombardier jets. The move follows Canadian retaliatory tariffs and how Ottawa responds next is now the focus of markets and governments around the world.

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Today's recommended read: In a global economic heatwave, beware financial wildfires, Mike Dolan

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Listen to the latest episode of Reuters Econ World on ⁠⁠right-wing populism⁠⁠.

Produced by Eliza Davis Beard and Abisoye Osundairo.

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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Japan's yen surges to seven-month highs as markets price in a near-certain Bank of Japan rate rise, raising fresh questions about the carry trade. Meanwhile, Iran threatens the U.S. with economic warfare as Brent crude approaches $100 a barrel, and strong global data points to a world economy building steam.

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Today's recommended read: Trump's baffling Fed threat could be gift to Warsh, Mike Dolan

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Listen to the latest episode of Reuters Econ World on ⁠right-wing populism⁠.

Produced by Eliza Davis Beard and Abisoye Osundairo.

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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A blowout U.S. jobs report for August keeps pressure on the Fed ahead of Friday's CPI print and a rate decision next week. meanwhile, the ECB is set to hike on Thursday, diesel hits record highs, and a far-right party is on the cusp of taking power in a German state for the first time since World War 2.

📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's recommended read: China's cruse oil imports stayed weak in August. Can this continue?, Clyde Russell

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

Listen to the latest episode of Reuters Econ World on right-wing populism.

Produced by Eliza Davis Beard and Abisoye Osundairo.

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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