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ROI-Market Map: The financial week in six charts
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ROI-Market Map: The financial week in six charts
Jun 5, 2026 4:37 AM

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

By Anna Szymanski

June 5 (Reuters) - One week, six charts. Every Friday,

Market Map will provide you with a wrap-up of the financial week

with six key charts selected by Reuters Open Interest (ROI)

columnists. We'll highlight major trends - but also surprising

and sometimes overlooked moves.

We've said a lot this week, so now we'll let the data do the

talking.

(1) DARK OIL

RON BOUSSO, ROI Energy Columnist: The trickle of tankers exiting

the Strait of Hormuz has gathered pace in recent weeks, as

traders adopt stealth measures to make the crossing. Traffic

through the strait remains a fraction of pre-war levels, but a

closer look at oil stocks inside the Gulf tells a more nuanced

story.

(2) SURPRISE, SURPRISE

MIKE DOLAN, ROI Finance & Markets Columnist: The U.S.

economic surprise index compiled by Citi, which measures the

extent to which incoming economic data is beating forecasts, has

climbed to its highest level since 2023 as the Iran war and

energy shock unfold and the AI investment boom continues apace.

(3) BUYERS' STRIKE

CLYDE RUSSELL, ROI Asia Energy and Commodities Analyst: China's

seaborne imports of crude oil dropped to the lowest level in

nearly a decade as refiners balked at paying higher prices

sparked by the war in Iran and the resulting effective closure

of the Strait of Hormuz. The drop of almost 5 million bpd from

pre-war levels is helping to cushion the loss of volumes through

the strait. But there are questions as to how long China will be

willing to use up inventories and avoid imports.

(4) TALK IS NOT CHEAP

JAMIE MCGEEVER, ROI Markets Columnist: If you want evidence that

we are in an AI bubble, I present you exhibit A. On June 2,

shares in Marvell Technology surged 32.5%. What triggered this

record rise? It wasn't a sales or profit upgrade, news of

incoming investment, or takeover speculation, but five words

from Nvidia CEO Jensen Huang, who called the firm "the next

trillion-dollar company." Marvell's market cap three months ago

was $75 billion. It's now over $250 billion. Whether it gets to

the $1 trillion mark is an open question, but it's on the right

path.

(5) WILL HE, OR WON'T HE?

ANDY HOME, ROI Metals Columnist: All eyes in the copper world

are on this chart right now as the market assesses the

probability of U.S. President Donald Trump imposing import

duties on refined copper. The U.S. price traded on the CME is

commanding a rising premium over the international price traded

on the London Metal Exchange ahead of the decision expected at

the end of June.

(6) HELPING HAND

GAVIN MAGUIRE, ROI Global Energy Transition Columnist: South

American crude oil supplies have been overlooked so far this

year, but they have grown faster than in any other region and

are playing a meaningful role in helping to keep global energy

markets relatively well balanced despite the Middle East

turmoil.

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

the views of Reuters News, which, under the Trust Principles, is

committed to integrity, independence, and freedom from bias.

(Writing by Anna Szymanski; Editing by Kirsten Donovan)

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