Reuters Open Interest

#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

#ChartoftheWeek: U.S. President Donald Trump on Wednesday slapped further import duties on India, bringing the total tariff rate to 50%, while Brazil's President Luiz Inacio Lula da Silva told Reuters that relations with the US are at a 200-year low. Subscribe to Jamie McGeever’s ‘Trading Day’ ➡️ https://lnkd.in/e_sFT3N6 for more analysis of Trump's tariffs

COLUMN: #Britain's ambition to rev up its economy and tap the AI revolution faces the harsh reality that the abundant, clean and reliable electricity supply this requires is unlikely to materialise any time soon. Reuters Open Interest

#DatapointoftheWeek: 2.1 million - that's the number of barrels per day of Russian oil that India imported in June, which is the second-highest monthly total behind only 2.15 million bpd in May 2023, according to Kpler. For more, check out Clyde Russell's column ➡️ https://lnkd.in/egs8fckH

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. Through the opening half of 2025, installed capacity of utility-scale solar systems has expanded by around 10% from the year before, data from energy data portal Cleanview shows. That expansion pace is well down from the 33% increase in 2024 and an average annual growth rate of 29% since 2015. However, given the strong anti-renewables stance by the Trump administration and the resulting policy uncertainty for power developers, the fact that capacity still climbed this year will be viewed as a win for clean energy advocates. What's more, with federal tax credits for solar systems to be cut from 2026, power developers are likely to accelerate the pace of solar system roll-outs before the end of the year, which could boost the overall annual growth rate. Today's column breaks down the key national and state-level trends within the U.S. solar market as of mid-2025: https://lnkd.in/gdPUHGtT Reuters Open Interest