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EPISODE · Aug 4, 2026 · 8 MIN

Manufacturing rebounds

from Reuters Morning Bid · host Reuters

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. Produced by Eliza Davis Beard and Abisoye Osundairo. 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

Episode metadata supplied by the publisher feed · Published Aug 4, 2026

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Manufacturing rebounds

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