Reuters Morning Bid

Qatar warns of multi‑year output losses after strikes on its main gas field, intensifying concerns over long‑term supply. The Fed stays steady on policy expectations, while the ECB and BOE pivot toward rate hikes.

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

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Energy markets catch their breath after Western moves to boost supply, though Qatar’s gas sector warns of years-long disruption. Plus, a dramatic shift in rate expectations drives one of the steepest selloffs in European sovereign debt in months.

Today’s recommended read: Kevin Warsh's first move as Fed chair could be a rate hike, Jamie McGeever

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

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Sound engineering and music by Sebastian and Josh Sommer

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A strike on Iran’s South Pars field sends oil above $110 and natural gas higher. The Fed leaves rates unchanged but adopts a more cautious tone. Investors now look to the BOE, ECB and BOJ for signals on how they’ll handle the inflation threat.

Today’s recommended read: Don't panic, don't capitulate: investors try to see beyond Iran war, 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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A blackout kept officials quiet as the oil shock hit. Now Fed Chair Jerome Powell returns with new projections — aiming to signal caution without moving rates. The physical oil market is screaming tighter supply while the paper market barely reacts. Plus, Micron’s AI surge keeps equities buoyant.

Today’s recommended read:Inflation expectations flash a warning - but not a long-lasting one, 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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Policymakers gather this week under renewed inflation pressure as crude returns to $100 and tensions in the Gulf rise. Meanwhile, chip producers warn that wafer shortages may persist to 2030, challenging tech supply and capital‑spending plans.

Today’s recommended read: Oil shock sparks rate repricing in historic 'G4' central bank week, 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

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