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Show Notes
Another rate cut is priced in, but the real story is the Fed’s guidance for next year - and who will deliver it. Plus, Canada signals the end of its easing cycle, and Oracle’s results reveal cracks in AI’s debt-fueled growth.
Today’s recommended read: AI masking the economy cuts both ways, 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 Ethan Plotkin
Sound engineering and music by Sebastian and Josh Sommer
Our Standards: The Thomson Reuters Trust Principles
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