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Reuters Morning Bid

Manufacturing rebounds

August 4th, 2026 | 09:55 AM Reuters Morning Bid 1

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Worth reading...

Robot Rally
Bonds come back to bite
Retail therapy
Hot yields, cool prices
By Reuters

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U.S. manufacturing just posted its strongest growth in four years, adding to signs of economic resilience. Meanwhile, oil traders try to make sense of conflicting signals over potential Iran talks. And markets are questioning whether efforts by Tokyo and Washington will be enough to keep the yen afloat.

Today's recommended read: ⁠U.S. economy is overstimulated - and bond markets fear it⁠ by Mike Dolan

Subscribe to Mike Dolan's Morning Bid⁠⁠⁠⁠⁠⁠⁠⁠ newsletter,⁠⁠⁠⁠⁠⁠⁠ and check out his columns on⁠⁠⁠⁠⁠⁠⁠⁠ Reuters Open Interest⁠⁠⁠⁠⁠⁠⁠⁠.

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