About this episode

The episode discusses the impact of potential reopening of the Strait of Hormuz on oil prices, upcoming U.S. inflation data, and Nvidia's earnings in relation to AI investments.

Hopes that the Strait of Hormuz could reopen are pushing oil prices lower and calming bond markets. Investors are bracing for fresh U.S. inflation data that could shape the Fed's next move. Plus, Nvidia's earnings will test whether Wall Street still believes AI investment can keep accelerating. 📲 Podcasts, breaking news, and video analysis from the source. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Reuters app here.⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today's recommended read: Europe's autumn reckoning - bonds, budgets, billionaires 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 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Hosts: Eliza Davis Beard, Abisoye Osundairo

Topics covered

• oil prices
• U.S. inflation
• Nvidia earnings
• AI investment
• bond markets

Keywords

• Nvidia
• oil prices
• U.S. inflation
• AI investment
• bond markets

Mentioned in this episode

Organizations: Reuters, Nvidia, Reuters Open Interest

Places: U.S., Strait of Hormuz

More episodes of Reuters Morning Bid

• Banned in the USA · September 9, 2026 · 9 min
• Yen at Work · September 8, 2026 · 9 min
• Labor gains · September 7, 2026 · 9 min
• Waller's inflation signal · September 4, 2026 · 9 min
• Payrolls pending · September 3, 2026 · 9 min
• Bonds strike back · September 2, 2026 · 9 min

Explore listener stats, chart rankings, contacts and more on the Reuters Morning Bid podcast page.