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Viewsroom

Viewsroom

Reuters 503 episodes Nov 12, 2026

Breakingviews columnists talk about the big numbers, crunchy deals and nasty spats in global business and economics, offering a weekly dose of financial insight that goes beyond the concise and provocative views readers get from our columns every day.

Episodes

Anthropic heads for the ultimate AI benchmark
Anthropic heads for the ultimate AI benchmark Nov 12, 2026 18:03 The lab behind chatbot Claude is preparing to launch an initial public offering, even if at a markedly lower valuation than the $2 trillion once touted. On this episode of the Viewsroom, Breakingviews columnists debate what a model is really worth. Breakingviews: Tech wreckage now hinges on Anthropic IPO Breakingviews: Anthropic can do a better job of helping humanity Sign up to The Week in
US midterms may prick AI bubble and rattle oil
US midterms may prick AI bubble and rattle oil Nov 5, 2026 20:14 Democrat victories have swept across the US as voters protested sky-high diesel prices and data centres. In this Viewsroom podcast, Breakingviews columnists debate how a weakened US President Donald Trump could help international partners and make AI growth less certain. Breakingviews: Election flop leaves Donald Trump a wounded animal Breakingviews: US election spending suffers diminishing re
Takaichi’s success may backfire on Japan
Takaichi’s success may backfire on Japan Oct 29, 2026 14:29 The country’s first female prime minister is pushing on with a $2.3 trln investment plan. In this Viewsroom podcast, Breakingviews columnists debate whether it will fuel inflation and undermine the virtuous cycle that lifted the world’s fourth-largest economy out of stagnation. Breakingviews: Japanese PM’s reflationist label is hard to shake Breakingviews: Japan’s weak currency has a three-bod
AI enthusiasm’s breaking point
AI enthusiasm’s breaking point Oct 22, 2026 20:58 Neocloud stocks like $35 bln CoreWeave have sold off and so has their unsecured debt in recent weeks. In this Viewsroom podcast, Breakingviews columnists debate whether the damage can be contained, and if trouble in AI’s plumbing could further dent Anthropic’s weakening growth. Breakingviews: Nvidia emerges as the central bank of AI Breakingviews: Nscale setback lights up weak spots in AI roll
China-EU auto wars drive to in-Seine level
China-EU auto wars drive to in-Seine level Oct 15, 2026 27:21 BYD, Geely and peers are taking the Paris Motor Show by storm, right after Beijing agreed with Brussels to cap hybrid exports. In this Viewsroom podcast, Breakingviews columnists tussle over how dominant the makers of Chinese EVs can be – and whether VW and others can fight back. Breakingviews: EU carmaker turnaround hopes look doomed Breakingviews: BYD will struggle to do a better Toyota impr
Man City own goal upsets sport’s money-go-round
Man City own goal upsets sport’s money-go-round Oct 8, 2026 26:58 Sham contracts worth $1.1 bln may spell disaster for the Abu Dhabi-owned soccer club. In this week’s Viewsroom, Breakingviews columnists debate whether financial fair play is possible in England’s Premier League, and what the scandal means for investors rushing into big-team M&A. Breakingviews: Man City charges are moment of truth for UK plc Breakingviews: FIFA gets fitted for private equity’s
UBS is unlikely to blink in location standoff
UBS is unlikely to blink in location standoff Oct 1, 2026 20:24 The $160 bln Swiss banking giant is facing an enormous capital bill following its rescue of Credit Suisse. In this Viewsroom podcast, Breakingviews columnists debate whether the government is right to demand higher regulatory buffers and how the lender might actually leave home. Breakingviews: How and why UBS could leave Switzerland Breakingviews: UBS capital loss puts radical options on t
Tata boardroom mess is likely to fester
Tata boardroom mess is likely to fester Sep 24, 2026 19:21 A power struggle is unfolding at the heart of Tata Sons over a forced IPO from the Reserve Bank of India. In this Viewsroom podcast, Breakingviews columnists debate the future of the company when its largest shareholder and chairman have different ideas about where it is going. Breakingviews: Tata bears marks of quasi-nationalisation Breakingviews: Markets are slow to grasp depths of Tata mess
High oil prices will ooze into the economy
High oil prices will ooze into the economy Sep 17, 2026 21:02 Brent crude is soaring above $100 a barrel, but countries and companies look surprisingly resilient. In this Viewsroom podcast, Breakingviews columnists debate whether the calm can hold, if pipeline workarounds will work and why this particular shock may be different. Breakingviews: Making Hormuz worthless is a long game Breakingviews: Dangote puts a rich price on refining scarcity
Nvidia is a $5 trln immovable object
Nvidia is a $5 trln immovable object Sep 10, 2026 20:21 Not content to supply the leading silicon for powering chatbots, boss Jensen Huang is using his vast cash hoard to prop up customers and forestall rivals. In this week’s Viewsroom, Breakingviews columnists debate whether it can withstand the unstoppable force of competition. Breakingviews: Financiers are set to turn Nvidia into an AI baron Sign up to our weekly newsletter, The Week
Globetrotting banks are back
Globetrotting banks are back Sep 3, 2026 24:05 After painful years of post-crisis retrenchment, the likes of Banco Santander and JPMorgan are once again expanding across borders. In this week’s Viewsroom, Breakingviews columnists debate whether the market will reward them, or if they’re just recreating pre-2008 risks. Breakingviews: Why big banks are going global once again 📲 Podcasts, breaking news, and video analysis from the source. D
Warsh’s silence faces Jackson Hole test
Warsh’s silence faces Jackson Hole test Aug 27, 2026 18:12 The Fed chair will speak Friday at the annual central bankers gathering. In this Viewsroom podcast, Breakingviews columnists discuss if he can keep markets focused on the economy while dodging thorny topics like interest rates and the global backlash to his communication style. Breakingviews: Kevin Warsh answers uncertainty with silence 📲 Podcasts, breaking news, and video analysis from the

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