Data-driven expert commentary on market and economic trends.
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In this week's #WeekendRead, ROI's @ClydeCommods looks at how AI tools could revolutionize fuel trading and why existing participants may have to adapt quickly reut.rs/3T8zg5c
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The global bond rout pushes the 30-year Treasury yield to a 22-year high, while reports of a phased US-Iran deal offers hope that Hormuz could reopen. Tune in to today's Morning Bid podcast with Amanda Cooper and Elena Casas reut.rs/4yXeip5
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The dollar's surge is gathering momentum as US bond yields climb and the expected interest rate path rebounds - moves unlikely to be welcomed by an increasingly interventionist US Treasury, writes ROI's @ReutersJamie reut.rs/4iMu1Tc
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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 reut.rs/4y8UhMd
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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 reut.rs/4xFOlJC
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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 reut.rs/3Vu4hB7
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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 reut.rs/4iJW4Cy
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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 reut.rs/4djKISr
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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 reut.rs/4jilvvb
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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 reut.rs/4yKs3aq
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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 reut.rs/4d0DzGp
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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 reut.rs/4hE7Ddn
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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 reut.rs/4xA2lo0
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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 reut.rs/3VpALMS
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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 reut.rs/4AH6mdp
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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 reut.rs/4iAI0LJ
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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 reut.rs/4h1dCJf
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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 reut.rs/4hynIkQ
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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 reut.rs/4rhy2kp
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