Reuters Morning Bid

AI, at your own risk

Anthropic warns investors about potentially catastrophic AI risks as it prepares for an IPO that could value more than $2 trillion. Nvidia announces a record-breaking buy

Fresh tremors

A shaky Treasury auction sends fresh tremors through the bond market. Oil pushes above $100 a barrel as tensions in the Middle East persist. And Federal Reserve officials

Yields hit home

The global bond selloff pushes US 30-year yields to their highest in more than two decades, driving mortgage rates about 7% and squeezing borrowers. Reports of a phased U

License to yield

US Treasury yields surge above 5% as a mix of strong economic data, energy pressures and expectations for more rate hikes rattles global bond markets. President Trump and

Crude hopes

Hopes for a breakthrough in the Iran war push oil back below $100 as U.S. and Iranian officials meet in New York. President Trump says the midterms won't change his agend

AI's new Muse

Meta's new Muse assistant reignites enthusiasm for AI, sending its shares soaring and helping the Nasdaq hit a record high. Oil holds above $100 as markets watch for a po

All the presidents meet

As world leaders gather at the UN, markets are watching a highly-anticipated meeting between US President Trump and Chinese President Xi Jinping. Plus, oil prices are fal

If not now, yen?

The Bank of Japan raises rates to a 31-year high, but the yen weakens anyway. President Donald Trump and Xi Jinping prepare for talks next week, with trade, AI and semico

Fed's hawkish turn

The Fed raises rates unanimously for the first time in over three years, with 16 of 18 policymakers penciling in another hike this year. The Bank of England is set for a

Between a hike and a hard place

Markets expect the Federal Reserve to deliver its first rate hike in more than three years, testing the relationship between Fed Chair Kevin Warsh and President Donald Tr

Bessent's big test

Pressure is mounting on Treasury Secretary Scott Bessent as he testifies before Congress with 10-year yields topping 5%. The Federal Reserve begins a pivotal two-day meet

AI go slow

The chiefs of OpenAI and Anthropic call for a slowdown in AI development amid warnings of existential risk, with OpenAI delaying its IPO until at least next year - raisin

The 5% question

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 coul

AI and the Apocalypse

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 b

Banned in the USA

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, motorc

Yen at Work

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 threate

Labor gains

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,

Waller's inflation signal

Fed Chair Christopher Waller is urging policymakers to "give disinflation a chance," lowering expectations for a September rate hike. Investors are now watching the Augus

Payrolls pending

Stocks, bonds and oil are steadier as traders look for clues on the U.S. labor market. The yen is jumping again as speculation builds over possible intervention and highe

Bonds strike back

A global bond selloff is gathering pace as war-driven oil prices add to inflation worries. New Zealand kicks off what could be a month of global rate hikes. And strong ea