
Reuters Open Interest (ROI)
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Data-driven expert commentary on market and economic trends.
Joined November 2024
Bank of England's long unwinding road: Dolan.
reuters.com
An expected cut that will take the Bank of England's key interest rate to 4% this week will be merciful relief for an economy badly in need of a lift. But overwhelming caution and a split among...
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US solar capacity slowed but not stopped by Trump policy u-turn - @GavinJMaguire .
reuters.com
U.S. President Donald Trump's scrapping of subsidies and tax breaks for renewable energy developers has stalled but not derailed solar power capacity growth across the United States.
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Record production at Exxon and Chevron humbles European rivals - @ronbousso1 .
reuters.com
When playing catch up, picking up the pace may not be enough. One also has to hope rivals don't accelerate. Just ask Europe’s energy majors.
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Markets struggle to price smoke and mirrors: Dolan.
reuters.com
Just when financial markets appeared to be normalizing after this spring's tariff shocks, they've been sent another curve ball that will be fiendishly hard to price.
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Asia thermal coal imports rise in July as Japan, South Korea buy - @ClydeCommods .
reuters.com
Asia's imports of seaborne thermal coal ticked up in July, but the increase was driven by the developed economies of North Asia and not heavyweights China and India.
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Trump scores major own goal with labor official firing - @ReutersJamie .
reuters.com
U.S. President Donald Trump's decision to fire a top labor official following weak jobs data obviously sends ominous signals about political interference in independent institutions, but it is also a...
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Brexit's parallels with Trump tariffs tell a tale: Dolan.
reuters.com
In figuring out why the U.S. tariff shock hasn't sent the economy or financial world into a tailspin, Britain's exit from the European Union trade bloc provides something of a playbook - and without...
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Korean equity surge risks stuttering without stronger reform push: Raychaudhuri.
reuters.com
The Korean equity market, which went from being among the worst performers in Asia last year to the best regional performer in 2025, stumbled over the past week. The rally has fundamental support,...
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OPEC+ gets lucky as it brings back oil output amid uncertainty - @ClydeCommods .
reuters.com
A couple of months ago it would have been a brave call to say that OPEC+ would be able to bring back 2.5 million barrels per day of crude production and still keep oil prices anchored around $70 a...
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Copper market pays the price for forgetting its TACO hedge - @AndyHomeMetals .
reuters.com
The copper market got the tariff right but the products wrong.
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Have we seen Powell's last rate cut as Fed chair? - @ReutersJamie .
reuters.com
Federal Reserve Chair Jerome Powell made it clear on Wednesday that the resilient U.S. labor market is currently the primary determinant of monetary policy, a signal that strong July employment...
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EU energy policy trapped between US gas and Chinese green tech - @ronbousso1 .
reuters.com
The European Union's lavish pledge to buy $750 billion of U.S. energy by 2028 risks exacerbating the bloc's already outsized dependence on American gas, just as it finds itself increasingly reliant...
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US-China trade war could push ECB to continue easing: Dolan.
reuters.com
The impact of U.S. tariffs on world trade flows will reverberate in numerous ways for years to come, but a potential re-routing of Chinese exports to Europe could slow inflation there and heap...
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China iron ore imports hold up as storm clouds gather - @ClydeCommods .
reuters.com
Iron ore remains a standout performer among major commodities this year as it holds above $100 a metric ton despite mounting signs that the steel sector in top importer China is softening.
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Aluminium flows shift after Trump doubles down on tariffs - @AndyHomeMetals .
reuters.com
Canadian aluminium smelters have started diverting primary metal away from the United States in response to the ratcheting up of import tariffs, first to 25% in March and then to 50% in June.
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Trump spat leaves Brazil holding world's worst tariff hand - @ReutersJamie .
reuters.com
U.S. President Donald Trump has tempered his most belligerent trade threats and begun striking deals with major partners, meaning most countries won't face the punishing tariffs announced on 'Liber...
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Retail replaces 'smart money' as Wall Street rocket fuel - @ReutersJamie .
reuters.com
Retail investors are often late to Wall Street parties, only catching the rally once it's established and "smart money" is looking for the exit. But that doesn't appear to be the case this time...
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IMF could do with a bigger crisis than it forecasts: Dolan.
reuters.com
The world economy has not fallen apart in 2025, which may be either a relief or a worry, depending on how you look at it.
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Why explanations of market moves are so often wrong: Fridson.
reuters.com
If you consider it good practice to consult more than one news source, you may have been confused by the reporting of the latest U.S. Consumer Price Index release. And the various interpretations of...
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