Reuters Open Interest (ROI)
@ReutersOI
Data-driven expert commentary on market and economic trends.
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Like the US, Iran finds itself with no good options for resolving the war. ROI's @ClydeCommods outlines the unpalatable choices facing Tehran
A 50-basis-point rate hike? Warsh's Fed has a comms problem, writes ROI's @ReutersJamie
The great sovereign bond storm of 2026 may be clearing, as an apparent truce in the US-Iran war offers investors their first glimpse of calm after months of oil-fueled turmoil, writes ROI's Mike Dolan
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The Gulf's "no-war, no-peace" reality amid Trump's Iran war pause is making energy producers' operations more expensive and risky, potentially putting a floor under oil prices, argues ROI's @ronbousso1
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Copper's US tariff trade is under pressure as fund sellers in the West and physical buyers in the East combine to compress the arbitrage, writes ROI's @AndyHomeMetals
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Rising power prices in Germany suggest Europe's flexibility cushion is wearing uncomfortably thin, argues ROI's Gavin Maguire
China's crude imports and fuel exports neatly capture the current dynamics of the Middle East conflict - there's plenty of crude but not enough fuel, writes ROI's @ClydeCommods
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If gold's short-term outlook is cloudy and subject to developments in equities and Iran, the longer-term bull case is somewhat clearer, argues ROI's @ClydeCommods
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Middle East oil producers' price cuts are a preview of the crowded, hyper-competitive oil market that the Iran war may leave in its wake, argues ROI's @ronbousso1
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The sweeping Democratic midterm victory has markets pricing two years of gridlocked government, but a shift in 2028 presidential betting odds could reshape how investors read everything that follows, writes ROI's Mike Dolan
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The crushing defeat suffered by President Trump's Republican Party in the midterms is a reminder of just how politically toxic inflation is, argues ROI's @ReutersJamie
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Asian nations that have borne the brunt of the US-Israeli war on Iran and US trade tariffs are hopeful that Democrats will be able to temper the most harmful policies, writes ROI's @ClydeCommods
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US stocks swing as the Democrats seize Congress, and oil prices reverse early gains as markets weigh the implications for the Iran war. Tune in to today's Morning Bid podcast with Mike Dolan and Anna Szymanski
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Qatar's bet on US LNG suggests the Iran war is accelerating a shift in energy market power from the Middle East to North America, argues ROI's @ronbousso1
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Hacking fridges may sound trivial, but it's also a warning of the economic disruption AI could wreak in an increasingly vulnerable world, argues ROI's Mike Dolan
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What could the recent AI-driven stock slump mean for global growth? ROI's @ReutersJamie discusses:
Energy inflation is squeezing battleground US voters where it hurts most: their utility meters and fuel tanks. ROI's Gavin Maguire breaks down the price rises in swing states ahead of the midterms:
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High stocks, low price - but don't write lead off just yet, writes ROI's @AndyHomeMetals
Alphabet and Amazon shares fall after another quarter of heavy AI spending, while Binance races to contain the fallout of a $6.3bn crypto hack. Tune in to today's Morning Bid podcast with Elena Casas Montañez and Peter Devlin
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Next week's US midterm elections could throw up a host of issues for investors to digest, but the biggest of all may be the start of a countdown to the 2028 White House race, argues ROI's Mike Dolan
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