Reuters Morning Bid

Wall Street rebounds to pre-war levels as markets shift focus to earnings. Goldman Sachs delivers standout results, though its stock slips. Meanwhile, the IMF prepares fresh economic forecasts as oil shocks and slowing trade complicate the global outlook.

Today’s recommended read: Orban's fall clears another roadblock for European markets 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 markets react as the U.S. says it will blockade the Strait of Hormuz following collapsed Iran talks, and U.S. President Donald Trump warns Americans to expect prolonged high fuel prices. And Europe sees a political shift after Hungary’s Viktor Orban is defeated at the polls.

Today’s recommended read: Trump returns to weary and failing playbook with Hormuz blockade threat 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

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Hungary votes today, in what could be the country’s most consequential election in years. This week’s bank earnings kick off with expectations still high, but investors will be listening closely for how Wall Street talks about geopolitical risk and private credit.

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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Markets rallied after a US–Iran ceasefire announcement. But with shipping still stalled in the Gulf, oil infrastructure damaged, and fuel costs rising, the economic fallout is already being felt.

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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Gas prices are climbing, crude is hitting records, and the latest data could show the biggest inflation jump in years. We explain how energy shocks ripple through the economy — and why the Fed’s “transitory” hopes are looking shaky again.

Today’s recommended read: Ceasefire uncorks market relief, but outlook remains sobering, by Jamie McGeever

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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