(The opinions expressed here are those of the authors.)

By Anna Szymanski

LONDON, Oct 17 (Reuters) -

Everything Mike Dolan and the ROI team are excited to read,

watch and listen to over the weekend.

Hello Morning Bid readers!

Global equities are being weighed down this morning by weakness

in U.S. bank stocks. Concerns are mounting about looming credit

risks, following negative announcements from two regional banks

and recent auto bankruptcies.

Meanwhile, gold remains on track for its best week in 17 years,

rising above $4,300 per ounce early on Friday. ROI

editor-at-large Mike Dolan asks whether gold's epic rise may be

the bubble investors should be worried about.

The dollar index is moving in the opposite direction. The

greenback is set to record its biggest weekly slump in almost

three months, weighed down by expectations of more Federal

Reserve easing. However, ROI markets columnist Jamie McGeever

argues that the dollar bull case may be more compelling than you

think.

In global news, tensions between Washington DC and Beijing have

been back in the headlines following a spat over export controls

on rare earth minerals. ROI Asia Commodities Columnist Clyde

Russell argues that China risks overplaying its hand with curbs

on metals and minerals vital to the global energy transition.

In energy markets, oil prices look set to fall for the week as

the market continues to face forecasts of a supply glut in the

coming year. However, ROI Energy Columnist Ron Bousso points out

that uncertainty over the whereabouts of almost 1.5 million

barrels per day of crude oil is throwing this projection into

doubt.

The oil market is also reacting to the surprise announcement

that President Donald Trump and Russian President Valdimir Putin

have agreed to hold another summit on the war in Ukraine, this

time in Budapest.

While a quick resolution to this multi-year conflict remains

unlikely, the recent strikes by Ukraine and Russia on each

other's energy infrastructure may mark a new stage in the war.

Ron Bousso argues that this should be a wakeup call to Europe

about vulnerabilities in its own energy systems.

On the renewables side, ROI Energy Transition Columnist Gavin

Maguire highlighted seven potentially "magnificent" clean energy

stocks that have been on a tear this year despite the Trump

administration's rollback of clean energy policies.

As we head into the weekend, check out the ROI team's

recommendations for what you should read, listen to, and watch

to stay informed and ready for the week ahead.

I'd love to hear from you, so please reach out to me at

This weekend, we're reading...

The choice between gold and digital assets is usually seen

as binary: physical gold for those who want something tangible

that's not fiat currency and Bitcoin for those who see digital

assets as the future. However, the World Gold Council has just

done a , and while, the authors are obviously acting in the

interests of their members, the piece does raise some

interesting issues.

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Opinions expressed are those of the authors. They do not reflect

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