Data-driven expert commentary on market and economic trends.
Joined November 2024
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Is the era of pure passive investing coming to a close? Robinhood's Stephanie Guild CFA breaks down the four structural tailwinds that powered asset values for a generation - and are now weakening reut.rs/4eMmNfa
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Oil markets bet that Trump would chicken out on Iran - and they won. ROI's @ronbousso1 breaks down why this risky call proved correct and what challenges could lie ahead reut.rs/4eyTewG
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With the US-Iran deal expected to reopen the Strait of Hormuz, ROI's @ClydeCommods asks whether the Iran war's disruption has been a watershed moment for energy markets - or merely another blip reut.rs/4a2najh
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🔊 The BOJ hikes rates to their highest level since 1995, Nvidia taps debt markets for the first time in years, and SpaceX soars higher. Tune in to today's Morning Bid podcast with Anna Szymanski and Amanda Cooper reut.rs/449sEoP
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Foreigners have been selling Asian equities at a record pace, but this could merely be a speed bump. Emmer Capital's Dr Manishi Raychaudhuri breaks down the factors helping to offset this selling reut.rs/4v8m1yX
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🔊 A preliminary US-Iran deal sends oil sliding and lifts global stocks - but challenges with Gulf shipping may remain. Tune in to today's special edition of the Morning Bid podcast with Anna Szymanski and Amanda Cooper reut.rs/4vK421D
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The US-Iran deal will prompt a collective sigh of relief, but the fragile calm may not prevent future flare-ups, casting doubt over how quickly or fully tanker traffic can return to normal, argues ROI's @ronbousso1 reut.rs/4aNNmOG
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Leaders are increasingly one-term wonders, so should they consider governing boldly - with the bond market as one hard constraint? Former Reuters Senior Editor Mike Peacock breaks it down reut.rs/4arhZJG
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🔊 SpaceX's $75 billion IPO makes Elon Musk the world's first trillionaire, while Wall Street braces for its stock market debut - the world's biggest. Tune in to today's Morning Bid with Peter Devlin and Elena Casas reut.rs/4e73ltq
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There's a serious risk that investors piling into the red-hot SpaceX IPO will get burned – especially the retail crowd, argues ROI's @ReutersJamie reut.rs/4v42Bv4
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Issuing more joint sovereign bonds is one obvious way euro zone members can shift the dial on the bloc's "global euro" push, argues ROI's Mike Dolan reut.rs/4xmHhCA
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🔊 US-Iran military exchanges continue, Oracle shares slump after its results and markets await an expected ECB rate rise. Listen to today's Morning Bid podcast with Mike Dolan and Amanda Cooper reut.rs/4v2VK57
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The eventual reopening of the Strait of Hormuz risks eroding OPEC's already fragile grip on the oil market, argues ROI's @ronbousso1 reut.rs/4xmR3oq
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Nickel's early-year rally reflects bets that Indonesia's production surge is slowing, but a growing stock overhang complicates its rebalancing act. Read the full column by ROI Metals Columnist @AndyHomeMetals reut.rs/3RWpjqx
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Germany's electricity output is on track to expand by the most in more than a decade in 2026, offering a potential lifeline to the industrial sector at the heart of Europe's biggest economy, writes ROI's Gavin Maguire reut.rs/49R9rf2
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Trade is heating up despite tariffs, war and an energy shock - but price rises and the AI boom may be responsible for much of it, argues ROI's @ReutersJamie reut.rs/3RYfDMg
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🔊 World stocks relapse, oil fluctuates and US May inflation looms. Tune in to today's episode of the Morning Bid podcast with Mike Dolan and Anna Szymanski reut.rs/4xiCO3R
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