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Show Notes
Oil has slipped below $100 after Iran hinted it may ease passage through the Strait of Hormuz, while reports of U.S. President Donald Trump’s 15‑point plan have markets searching for a turning point — despite little clarity on what it actually involves. We look at how a Reuters/Ipsos poll showing Trump’s approval at a new low fits into the wider market mood. Plus, what new business surveys reveal about how the real economy is absorbing the energy shock.
Today’s recommended read: Gulf war rattles petrodollar foundations, 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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