About this episode
January’s blockbuster jobs report shattered the weak labor narrative and pushed expected Fed cuts further out. Add a CBO outlook with deeper deficits and higher‑for‑longer yields, and the path to 2026 rate cuts looks even murkier.
Today’s recommended read: Trump rate hopes and CBO budget math don't chime, 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
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
Get every episode summarized
Each time Reuters Morning Bid publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
