Reuters Open Interest

In my latest article in Reuters Open Interest, I focus on #China's fight against disorderly price wars - a strategy better known as "anti-involution". A lot has been written on this. We focus on the reasons for the urgency on the part of the Chinese authorities, the policy challenges and the possible ways to make this work. It will, however, likely be a long campaign rather than a short fight. Thanks - Anna Szymanski. #China #Investments #Antiinvolution https://lnkd.in/gPkEerqN

The pace of new capacity of U.S. solar, wind and battery systems has slowed nationally and in key states this year, hurting clean energy sector sentiment. But climate trackers can take heart from the continued growth outside Texas and California. More in today's column: https://lnkd.in/gqaVK59r

Where's all the zinc gone? LME stocks of the galvanising metal have been disappearing over the last seven months and are now at two-year lows. The zinc market seems unconcerned. LME stocks haven't exactly been a reliable signal in the last couple of years and this is a market that is transitioning to supply surplus anyway. Isn't it? Zinc market shrugs off low LME stocks as another false signal: https://lnkd.in/eA3payCX

#QuoteoftheWeek: "U.S. exports of LNG have scaled new highs so far this year, rising by over 20% from the same months in 2024 to cement the U.S.' position as the world's largest supplier of the super-chilled fuel." For more, check out Gavin Maguire's latest column ➡️ https://lnkd.in/emaaD9be

#DatapointoftheWeek: 4.5% - that's the rate of U.S. unemployment many economists argue would prompt the Federal Reserve to trim interest rates. For more, check out Jamie McGeever's column ➡️ https://lnkd.in/d8H3Hnzv

#TheWeekAhead: It's Monday, so here's the week's key events to watch. To keep up to date with more daily markets news, check out our expert commentary on the Reuters app and website ➡️ https://lnkd.in/eXTmd4wr

President Trump seems to be turning his trade war sights on the 'BRIC' nations, slapping 50% tariffs on imports from Brazil and India. But this could backfire, pushing BRIC countries closer together and breathing new life into the bloc. COLUMN-Could Trump tariffs become BRIC-building blocks? https://lnkd.in/gxXcWtk5

Markets have been in a real-time economic experiment since President Trump returned to the White House in January - tariffs, "America First" isolationism, politicization of independent economic institutions, upended global economic norms. But stocks have never been higher, corporate bond spreads are the tightest in years, and volatility is low. What gives? COLUMN-Markets' tariff resilience challenges long-standing economic orthodoxy https://lnkd.in/gqYacSnc

The crude oil market is currently pricing for zero impact from Donald Trump’s tariffs threats to India over its continued purchases of Russian oil. Whether this is the correct call really depends on whether Trump is serious about gaining leverage over Russia’s Vladimir Putin. Reuters Open Interest #crude #crudeoil #tariffs #energy #commodities https://lnkd.in/gkWeZZaJ

#ROITopReads of the week Jamie McGeever: Trump scores major own goal with labor official firing ➡️ https://lnkd.in/eqknewMd Ron Bousso: Record production at Exxon and Chevron humbles European rivals ➡️ https://lnkd.in/eFwsCtJA Mike Dolan: Bank of England's long unwinding road ➡️ https://lnkd.in/eqn-kP_H Gavin Maguire: US energy exporters face likely letdown in any US-India trade deal ➡️ https://lnkd.in/ecKHXj3V Clyde Russell: OPEC+ gets lucky as it brings back oil output amid uncertainty ➡️ https://lnkd.in/egs8fckH