Reuters Open Interest (ROI)
@ReutersOI
Data-driven expert commentary on market and economic trends.
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AI productivity gains could help governments reduce their budget deficits and pay down debt, albeit unevenly, writes Panmure Liberum's Joachim Klement
Bond yields spike again, Trump and Xi gear up for a summit in Washington and reports emerge of an OpenAI hack of an Australian government website. Tune in to today's Morning Bid podcast with Mike Dolan and Elena Casas Montañez
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Hopes for a diplomatic breakthrough on the Iran war help push oil back below $100, while AI and chip stocks keep climbing. Tune in to today's Morning Bid podcast with Mike Dolan and Anna Szymanski
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Asia's imports of crude oil rose to the highest in September since the Iran war started, but remain below pre-conflict levels, writes ROI's @ClydeCommods
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Soaring fuel costs are pressuring Trump to curb diesel exports ahead of November’s midterms, but doing so could leave US consumers and the global economy worse off, argues ROI's @ronbousso1
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Rapid EV uptake in the US is creating a two-tiered fuel market, with some motorists' costs dictated by global oil markets and others' by local electricity prices, writes ROI's Gavin Maguire
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Apocalyptic AI warnings could reflect fears about the technology's threat to humanity - or a more prosaic fear about the Chinese threat to US tech firms' business models, writes ROI's @ReutersJamie
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Meta's new Muse assistant reignites AI enthusiasm, while oil gyrates and markets eye a possible meeting between Trump and Iran's president this week. Tune in to today's Morning Bid podcast with Mike Dolan and Peter Devlin
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What does Fed policymaking look like when precision forecasting seems to be falling out of vogue? ROI's Mike Dolan examines Kevin Warsh's emerging regime
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The oil shock caused by the Iran war is recharging the EV market as high gasoline and diesel prices stimulate consumer demand - with implications for critical inputs such as lithium, nickel and copper, writes ROI's @AndyHomeMetals
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World leaders gather at the UN this week, while markets await Thursday's highly-anticipated Trump-Xi summit. Meanwhile, oil prices fall. Tune in to today's Morning Bid podcast with Mike Dolan and Peter Devlin
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A new shuttling system is reshaping the Middle East oil market, as producers seek to keep exports flowing despite the escalating conflict. ROI's @ronbousso1 asks whether this is a stopgap or the new normal
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In this week's #WeekendRead#, ROI's @ronbousso1 and @ReutersJamie look at why diesel matters so much to the global economy, what's driving prices higher, and the challenge this poses for President Trump
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The Bank of Japan hikes rates to a 31-year high, but the yen slumps anyway. Meanwhile, Trump and Xi prepare for talks in Washington next week. Tune in to today's Morning Bid podcast with Peter Devlin and Elena Casas Montañez
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A huge US corn crop this year masks a less comfortable picture for world grain supply. Zaner Ag Hedge's Karen Braun explains why supply is tightening and prices are rising
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Trump's calls for 1% interest rates will likely not be met during the rest of his presidency, barring an unforeseen catastrophe, writes ROI's @ReutersJamie
As the global race to secure critical minerals intensifies, Europe is already lagging far behind the US. ROI's @AndyHomeMetals breaks down why
Asia's LNG imports are set for their weakest September in eight years, freeing up cargoes for Europe ahead of winter, writes ROI's @ClydeCommods
The Fed raises rates for the first time in over three years, while the Bank of England holds steady and the Bank of Japan faces calls for a half-point hike. Tune in to today's Morning Bid podcast with Peter Devlin and Elena Casas
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A shipowner reportedly paid more than $5 million for a single Panama Canal transit slot. That may only mark the start of a historic surge in shipping costs, writes ROI's Gavin Maguire
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