Reuters Open Interest (ROI) (@ReutersOI)
@ReutersOI
Data-driven expert commentary on market and economic trends.
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The hyperscaler-led AI capex boom may eclipse dotcom mania, but a repeat of the crash of 2000 is unlikely, even if AI demand fails to match supply, argues ROI's @ReutersJamie
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US stocks and bond yields have risen in tandem lately - but the road ahead for the AI-led equity boom could be difficult if borrowing costs rise much further. Check out the latest column by ROI's Mike Dolan
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🔊 The chip stock frenzy goes on as more chipmakers hit $1 trillion market cap - but rising borrowing costs threaten to spoil the broader equity party. Listen to today's Morning Bid with Mike Dolan and Anna Szymanski
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Fresh US strikes on Iran weigh on peace-talks optimism, oil prices edge up and US consumer confidence comes into view. Tune in to today's Morning Bid with Mike Dolan and Amanda Cooper
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Could private credit stress cause a liquidity crisis? Federated Hermes' Deborah Cunningham explains why that's unlikely - and why some indirect risks are still worth paying attention to
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The contrast between China's weak steel production but robust iron ore imports is continuing and is starting to look like a structural shift rather than a temporary dislocation, writes ROI's Clyde Russell
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