About this episode
Investors have turned from AI euphoria to AI paranoia, after one startup’s software demo sparked selloffs across insurance, logistics, and even Apple. Plus, fresh January price hikes and lingering Trump‑era tariffs mean today’s CPI reading could be a make‑or‑break moment for the Fed.
Today’s recommended read: What would it take for the Fed to raise rates?, 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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