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Show Notes
Q1 2026 will be one to remember: oil ending at multi‑year highs, US gas prices crossing $4, and markets struggling to price geopolitical uncertainty. As the Fed stays patient, attention turns to labor data and tightening financial conditions.
Today’s recommended read: Market tightening gives central banks time to wait and watch 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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