Viewsroom
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
UBS is unlikely to blink in location standoff
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
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
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
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
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
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
Heat-scorched Europe faces chilling future
EU policymakers envisage €700 bln of annual spending to hit its clean-energy targets, but only a fraction of that sum on adapting to an already-changed climate. In this week’s Viewsroom, Breakingviews columnists discuss the thin ice beneath an unsteady political consensus.
Breakingviews: Europe is underpricing its sweltering future
📲 Podcasts, breaking news, and video analysis from the so
Shein’s fraying profit sets up drab IPO
The Chinese-founded fast-fashion retailer has released financial details ahead of its long-awaited Hong Kong float. In this Viewsroom podcast, Breakingviews columnists explain how a pushback against its business model in the West may have collapsed the valuation to just $10 bln.
Breakingviews: Shein’s shrinking margins call for IPO in XXS
Visit the Thomson Reuters Privacy Statement&nb
The AI hacking wave is here
From a cyberattack on Jaguar Land Rover to state-sponsored espionage campaigns, hackers are busier than ever. In this week’s Viewsroom, Breakingviews columnists discuss how chatbots will turbocharge the threat, and whether this will revitalize or vaporize the security industry.
Breakingviews: Cybersecurity costs will shrink AI’s profit boost
Visit the Thomson Reuters Privacy Statement&n
Wealth crackdown will dent Hong Kong’s revival
China wants tighter controls on cross-border flows, which could make it harder for Hong Kong to sustain its new position as the world’s top offshore centre. In this Viewsroom podcast, Breakingviews columnists debate what this means for HSBC, AIA and China’s economy.
Breakingviews: Hong Kong’s wealth hub faces a leaner future
Visit the Thomson Reuters Privacy Statement for inform
Comcast models TV crack-up
The empire led by Brian Roberts will split into a cable and a media company, after steadily rising pressure halved its share price. In this week’s Viewsroom, Breakingviews columnists play out the deals that could follow, and why any buyer could just inherit the same doom loop.
Breakingviews: Comcast consciously uncouples from TV marriage
Visit the Thomson Reuters Privacy Statement for info
Booze-makers have reason to be in low spirits
Whiskey distiller Brown-Forman’s $30 bln tie-up talks point to a broader problem. Older drinkers are disappearing, and younger ones have different, more moderate tastes. In this week’s Viewsroom, Breakingviews columnists discuss the leaner future for alcohol purveyors.
Big Booze can sweat off its multi-year hangover
Visit the Thomson Reuters Privacy Statement for information on our privacy and
Volatile AI costs may spark efficiency rethink
Spending by companies on software and models could hit $680 bln next year. In this Viewsroom podcast, Breakingviews columnists debate whether AI giants like OpenAI and Anthropic will benefit from new pricing or whether soaring costs will push CFOs to seek cheaper options.
Breakingviews: Corporate AI sticker shock will force restraint
Visit the Thomson Reuters Privacy Statement for informatio
Europe barrels towards China trade spat
German Chancellor Friedrich Merz and his counterparts are reluctantly contemplating action to address a yawning €360 bln deficit with the People’s Republic. In this week’s Viewsroom, Breakingviews columnists debate whether the continent can actually form a united front.
Breakingviews: Merz wavering cripples EU’s tough China stand
Visit the Thomson Reuters Privacy Statement for information on
The Fed’s new boss gets too much of what he wants
As once-vocal inflation hawk Kevin Warsh prepares for his first meeting as the central bank’s chair, prices are now rising at a sharp 4% rate. In this week’s Viewsroom, Breakingviews columnists debate how he can square the obvious remedy with President Trump’s rate-cut demands.
Breakingviews: Summer heat will make Warsh sweat
Breakingviews: Vanishing Fed rate cuts could buy time for Warsh
BP chairman debacle will cast a long shadow
The $113 bln oil major is reeling after it parted company with the leader of its board, Albert Manifold. In this Viewsroom podcast, Breakingviews columnists discuss the company’s governance missteps, and why the latest drama makes it vulnerable to a takeover.
Breakingviews: BP chair requires low testosterone, iron backbone
Breakingviews: BP permacrisis overshadows strategic success
Visit
SpaceX $1.75 trln IPO will test investor stomachs
Elon Musk’s rocket company is preparing for a stock market take-off. In this Viewsroom podcast, Breakingviews columnists debate how the Tesla boss explains the stratospheric valuation, and why shareholders might be willing to forgo basic rights to get a slice of the action.
Breakingviews SpaceX interactive calculator
Breakingviews: SpaceX orbits an AI black hole
The Big View: Separating sci
Private credit casts a shadow across Wall Street
Bumper returns promised by the $3.5 trln non-bank lending industry are giving way to rising defaults and falling income. In this week’s Viewsroom, Breakingviews columnists discuss how old-guard financiers juiced the trade with extra leverage, and the fresh dangers it poses.
Breakingviews: Wall Street massages its private credit risk gauge
Visit the Thomson Reuters Privacy Statement for infor
India is patient zero for AI job loss onslaught
The country’s $4 trln consumer-led economy is already seeing a slowdown in hiring and firms like Oracle are laying off staff. In this Viewsroom podcast, Breakingviews columnists explain why India is so vulnerable and how the situation may play out elsewhere.
Breakingviews: AI job shock risks throttling India’s consumption
Breakingviews: India IT needs new model to code past AI crunch
Visit t
Elections raise stakes of Britain’s fiscal dilemma
With UK 10-year debt yielding 5%, roughly the highest in over a decade, PM Keir Starmer may face brutal losses in local polls. He could then leave, or steer left. In this Viewsroom podcast, Breakingviews columnists discuss the impact on the country’s budget policy and markets.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also
Europe oil shortages create Wile E. Coyote moment
The Iran conflict is showing no signs of ending with the price of crude teetering above $100 a barrel. In this Viewsroom podcast, Breakingviews columnists discuss how the fallout from the closure of the Strait of Hormuz will be felt acutely in Europe when the crunch arrives.
Breakingviews: Oil market’s demand crunch is about to go global
Breakingviews: Airline fuel cloud lacks 2022-style silve
Beijing auto jamboree ponders battery conundrum
The world’s largest carmakers descended on the Chinese capital for the industry’s annual shindig. In this Viewsroom podcast, Breakingviews columnists debate whether $100-a-barrel oil will jolt demand for electric vehicles, or if economic pain will deter consumers from splurging.
Breakingviews: Oil shock will speed electric cars’ comeback
Visit the Thomson Reuters Privacy Statement for info
Gloomy global economy looks light on solutions
Economists gathered this week for the IMF and World Bank meetings amid soaring oil prices. In this Viewsroom podcast, Breakingviews columnists discuss how debt-laden countries face an impossible task of managing inflation, higher rates and defence demands while protecting voters.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may a
Food giants strain to cut the corporate mustard
Whether it’s Kraft Heinz weighing a split of its ketchup and hot-dog units or Unilever sealing a $65 bln mayonnaise deal, edible empires are coming apart. In this week’s Viewsroom, Breakingviews columnists debate consumer groups’ sticky spot between ultra-budget and luxe rivals.
Unilever food spinoff is a tricky M&A soufflé
The Week in Breakingviews: End of corporate empire
Unilever finds el
Revived dealmakers confront resurgent challenges
The mega-merger boom persists with Unilever’s $65 bln mayo-to-mustard combo while beauty giant Estée Lauder holds talks with Puig. In this week’s Viewsroom, Breakingviews columnists debate whether the good times will keep rolling or if CEOs will get spooked by oil prices and AI.
M&A jamboree swings to syncopated rhythm
Pernod and Jack Daniel’s would be a stiff cocktail
Estée Lauder’s Pu
Novo Nordisk is Denmark’s big little problem
As war rages and Donald Trump looms, a recent election featured little mention of the ailing $164 bln drugmaker, once so successful it distorted economic figures. In this week’s Viewsroom, Breakingviews columnists discuss the future of weight loss pills, and Novo’s place in it.
(This episode has been corrected to remove a statement that Novo Nordisk’s Wegovy pill needs to be refrigerated.)
N
The AI boom tests its limits
OpenAI and Anthropic, together valued at over $1 trln, have raised vast sums from a panoply of backers in the thus-far unprofitable quest to perfect silicon intelligence. In this week’s Viewsroom, Breakingviews columnists discern the signs that this enthusiasm is hard to sustain.
What happens if OpenAI or Anthropic fail?
Anthropic gives lesson in AI revenue hallucination
Visit the Thomson R
A global energy squeeze is now unavoidable
Though investors are still pricing in a swift end to the Middle East conflict, the disruption to oil and gas flows from the region is producing early signs of stress. In this week’s Viewsroom, Breakingviews columnists debate how bad the economic and political fallout could get.
Iran shock creates problematic fiscal loop
Iran conflict is fresh threat to US fiscal future
Visit the Thomson
Iran strikes plunge globe back into energy chaos
Attacks launched by the United States and Israel led to immediate escalation, embroiling neighboring countries and imperiling key oil and gas shipping routes. In this week’s Viewsroom, Breakingviews columnists debate the lasting impact on the region and the world.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphon
Trump’s tariff upset has plenty of upside
The US may be on the hook for $175 bln worth of refunds after the Supreme Court deemed the president’s tariffs illegal. In this Viewsroom podcast, Breakingviews columnists discuss the opportunities for countries now eyeing a weakened Trump and what’s likely to come next.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit m
European rearmament is a how-to-spend-it problem
A summit in Munich offered a window into the continent’s anxieties over defence as transatlantic ties fray, battlefield tactics shift, and budgets ramp up. In this Viewsroom podcast, Breakingviews columnists debate whether an 800 bln euro spending spree is up to the challenge.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also v
IT bloodbath is double whammy for buyout barons
Shares in software giants like Salesforce sank amid fears of competition from chatbots, implying pain for private equity’s bet on the industry. In this Viewsroom podcast, Breakingviews columnists discuss how asset managers may take a hit whether AI lives up to its promise or not.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may als
Japan election may win back domestic investors
Voters will go to the polls on Sunday and may back the government’s economic stimulus package. In this Viewsroom podcast, Breakingviews columnists discuss how soaring bond yields could entice homegrown investors back to Japan and the impact that will have on the global economy.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also
New York markets’ siren song is hard to resist
European companies are steadily deserting home exchanges to head for Big Apple bourses. Some $1 trln of re-listings may await. In this week’s Viewsroom, Breakingviews columnists debate whether anything can be done to reverse the flow, or if it points to deeper economic issues.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also v
Miners are excavating long-sought mega-deals
Diverging fates for copper and coal open opportunities for industry-reshuffling M&A, led by Glencore and Rio Tinto’s mulled $215 bln tie-up. In this week’s Viewsroom, Breakingviews columnists debate whether it will happen, or if egos and fear of past failure will reign.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit m
Europe heads for White House collision course
The extraordinary US incursion into Venezuela and threats over Greenland have made clear President Trump’s intent to rule by world-spanning whim. In this week’s Viewsroom, Breakingviews columnists debate the logic of belligerence and what it means for historic allies.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit mega
Breakingviews envisions the far side of the boom
To kick off 2026, the team penned wide-ranging predictions for the year ahead, from a potential flashpoint in Poland to turning defunct data centers into pickleball courts. In this Viewsroom episode, Breakingviews columnists discuss their favourite prognostications.
Gain and pain will battle for leading role in 2026
Breakingviews Predictions 2026 – Far Side of the Boom
Visit the Thomson Reute
Made in China’s success story is tentative at best
The world’s second-largest economy posted a record $1 trln trade surplus for the first 11 months of 2025. In this Viewsroom podcast, Breakingviews columnists discuss how Beijing’s plan to make high-end tech goods has paid off, and why a US trade war could spoil the party.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit
Warner Bros is the poison apple of Hollywood’s eye
The storied movie studio has inked mega-mergers with Time, AOL, AT&T and Discovery. All ended poorly. In this week’s Viewsroom, Breakingviews columnists discuss its latest $83 bln deal with Netflix, a gatecrash bid from a rival, and whether a happier ending could be in store.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi
A Ukraine deal would be peace in name only
President Trump is pushing to broker an end to Russia’s deadly invasion, on terms that have caused alarm in Europe. In this Viewsroom podcast, Breakingviews columnists discuss what a truce would mean for markets, and why they won’t just go back to normal.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adch
Tech giant debt splurge ratchets up systemic risks
Titans such as Google, Meta, Oracle and Amazon may spend $600 bln in 2026 on data centres. In this Viewsroom podcast, Breakingviews columnists explain why juicy profits will not be enough to fund their rapid expansion. But raising debt will only extend contagion risk.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit mega
Britain’s fiscal ship lost at sea
Finance minister Rachel Reeves, seeking to bridge a 20 bln pound budget gap to meet byzantine rules, is already wavering on raising income taxes and other policies. In this Viewsroom podcast, Breakingviews columnists discuss what to expect and why the economic picture is so glum.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may als
Breakingviews celebrates 25 years with a bang
From the dot-com bust to the 2008 crisis to the AI mania, our columnists have seen and shaped the conversation about the biggest moments in finance. In this anniversary edition of Viewsroom, they reflect on continuity and change in a quarter-century of agenda-setting insight.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi
China’s low-cost AI offers competitive edge
Tech giants in the world’s second largest economy are rapidly rolling out new machine learning models at a fraction of the price of US rivals. In this Viewsroom podcast, Breakingviews columnists explain how this cheaper offering may give Beijing more soft power globally.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit m
Argentina will now wrestle with orthodoxy crisis
President Javier Milei’s party stormed to victory in midterm elections, helping to secure $20 bln or more of US support. In this Viewsroom podcast, Breakingviews columnists discuss how the iconoclast’s somewhat conventional economic plan might nonetheless struggle from here.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visi
Necessity will birth a US-China trade truce
The world’s two largest economies are ratcheting up tensions amid a tussle over access to rare earths and chips. In this Viewsroom podcast, Breakingviews columnists explain why both sides need to give ground, what a deal might look like, and what happens if it all falls apart.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also v
Slashing US drug prices would come at a cost
In many cases, the market charges nearly triple what others do, a discrepancy that has put President Trump on the warpath. In this Viewsroom podcast, Breakingviews columnists discuss how Americans subsidize novel treatments and how tricky it will be to spread the burden.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit m
Electronic Arts takeover resets the buyout game
Saudi Arabia’s sovereign fund and private equity firm Silver Lake are pouring vast resources into their $55 bln acquisition of the ‘FC’ videogame developer. In this Viewsroom podcast, Breakingviews columnists discuss how the record deal turns received M&A wisdom on its head.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visi
The risks of defanging the Federal Reserve
The Supreme Court will rule whether Donald Trump can fire Governor Lisa Cook in a test of the president’s powers over the central bank. In this Viewsroom podcast, Breakingviews columnists explore the consequences for the US economy and markets if the Fed loses its independence.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also
New visa policy pits Team Trump against itself
A $100,000 fee for hiring skilled foreign workers sent panic through tech giants like Google and Microsoft, whose own CEOs once used the H-1B program. In this week’s Viewsroom podcast, Breakingviews columnists debate the plan’s merits and how it clashes with other economic aims.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also
Copper alchemizes into pure M&A gold
Anglo American’s $50 bln agreed merger with Teck Resources reignites the fitful quest by big extractors to join forces in the hunt for metal essential to the energy boom. In this week’s Viewsroom podcast, Breakingviews columnists debate the likely consequences.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.f
No pain, no gain: Ozempic’s quest for market share
The shock success of GLP-1 treatments for obesity carries massive implications for wealthy societies and manufacturers Novo Nordisk and Eli Lilly alike. In this week’s Viewsroom podcast, Breakingviews columnists discuss how this would-be jackpot has companies running to keep up.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also
France pushes EU’s omnicrisis to breaking point
Bleak finances, surging far-right support and a key vote that could topple Prime Minister François Bayrou: long-simmering instability in the No. 2 euro zone economy may boil over. In this week’s Viewsroom, Breakingviews columnists debate what it means for the bloc’s future.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visi
Ukraine peace push stirs oil market limbo
As President Trump prepares to meet Vladimir Putin, an effort to punish Indian purchases of Russian crude complicates a delicate post-war supply balance. In this week’s Viewsroom, Breakingviews columnists discuss how traders view this crucial pincer moment.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/ad
Big law firms are at sharp end of AI boom
Machine learning is already saving office workers from laborious research, but it also could herald the end of professional services’ fee structure. In this Viewsroom podcast, Breakingviews columnists debate how lawyers, auditors and other consultants can mitigate the risk.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visi
Japan’s M&A push faces internal obstacles
Tokyo wants companies to embrace dealmaking to boost the low-growth economy. In this Viewsroom podcast, Breakingviews columnists explain why the $33 bln buyout of Toyota Industries and failed $46 bln bid for Seven & i offer a poor verdict on the official value push.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaph
Wall Street bank boom is defying gravity
Goldman Sachs, JPMorgan and Morgan Stanley all released results in recent weeks. In this Viewsroom podcast, Breakingviews columnists explain why, despite looming tariffs and stubborn inflation, these lenders appear to be firing on all cylinders – but also why it may not last.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis
Trump’s tariff war demands countervailing force
Europe is still reeling after the US president announced 30% levies on all exports. In this Viewsroom podcast, Breakingviews columnists debate how Brussels and others can react, and why, given the thus far measured response, Trump has reason to push even harder.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.f
Trump’s ‘beautiful’ bill leaves scars worldwide
The budget law passed by the US president’s Republican Party may add $3 trln to the debt while cutting healthcare, green energy and more. In this Viewsroom podcast, Breakingviews columnists discuss the consequences for firms across the globe that were banking on an American boom.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may als
Nippon Steel deal reveals cost of ‘America First’
The Japanese steelmaker pushed its $14.9 bln bid for United States Steel past the line with some big concessions. In this Viewsroom podcast, Breakingviews columnists debate the golden share it handed to the US government and what this means for others eyeing stateside expansion.
Learn more about your ad choices. Visit megaphone.fm/adchoices
US IPO bounty may be tricky to duplicate
CoreWeave, Circle Internet Group and Chime Financial all enjoyed dizzying success after their stock market debuts. In this Viewsroom podcast, Breakingviews columnists explain why investors are scrambling to own these companies and how scarcity may be adding to their allure.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visi
Israel-Iran crisis climbs ladder of financial risk
The outbreak of armed conflict between the two nations is a perilous new front in the ongoing Middle East hostilities. In this Viewsroom podcast, Breakingviews columnists discuss the dissonance between a mild market response and the manifold paths to further escalation.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit meg
Elon Musk has a lot to lose in Trump brawl
The Tesla and SpaceX billionaire boiled over with criticism of the US president after leaving his government cost-slashing role. In this Viewsroom podcast, Breakingviews columnists debate the tale of the tape for the bruising bust-up.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of ta
AI arms race is only just getting started
Microsoft, Alphabet, Amazon.com and Meta Platforms are set to spend $320 bln this year on data centres and other kit to power advanced chatbots. In this Viewsroom podcast, Breakingviews columnists explain why investors are willing to support a long game that will yield a return.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may als
Wild market swings are good reason to take stock
Amid the tariff volatility, shares of companies from Burberry to Hasbro have gyrated when reporting financial results. In this Viewsroom podcast, Breakingviews columnists debate why investors are rattled, how CEOs are responding, and whether the listed life looks less appealing.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also
Gold glistens brighter in a chaotic world
The yellow metal’s value rose by over a third in the past year, as volatile markets and a sliding dollar highlight the oldest safe haven. On this Viewsroom podcast, Breakingviews columnists debate the degree to which investors may be seeking a hedge against the whims of states.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also v
Pauses, tweaks and can-kicking are new trade norms
The US inked a deal with the UK and agreed to freeze triple-digit tariffs on China. In this Viewsroom podcast, Breakingviews columnists explain what these agreements reveal about the Trump administration’s negotiating hand, and what trade is likely to look like in the future.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi
Buffett’s $350 bln parting gift is double-edged
The Sage of Omaha is preparing to step down, handing the reins of Berkshire Hathaway over to Greg Abel. In this Viewsroom podcast, Breakingviews columnists debate the challenge of putting an enviable cash pile to work in the shadow of an investing legend’s track record.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit me
CK Hutchison deal is test of Chinese hospitality
The Li clan is facing political hurdles as it tries to offload the docks business to BlackRock for $23 billion. In this Viewsroom podcast, Breakingviews columnists explain why China objects, and why it might create bigger problems for inward investment.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoic
The China-US trade war is set to keep spiraling
Across multiple administrations and both political parties, the United States has steadily sought to contain the rise of the People’s Republic. In this week’s Viewsroom podcast, Breakingviews columnists discuss the measurable extent of the break between the global titans.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit m
How Trump’s tariff turmoil scarred global markets
Stocks and government bonds have steadied following dramatic falls triggered by the US president’s trade war. Yet the policy may yet do lasting damage. In this Viewsroom podcast, Breakingviews columnists examine the possible long-term effects on US Treasuries and the dollar.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visi
US tariff mania keeps everyone on edge
President Trump’s import-levies bonanza, however it evolves, is arbitrary enough to upend easy assumptions about how the White House, the Federal Reserve and American trade partners can or will proceed. In this week’s Viewsroom podcast, Breakingviews columnists gauge the fallout.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also
Klarna tests the waters for a ‘normal’ IPO
The buy-now-pay-later firm is pushing through a still-thin pipeline toward a listing. Despite a high-tech sheen, it’s less tied to the big themes of the moment than recent disappointing offerings. In this week’s Viewsroom podcast, Breakingviews columnists debate its prospects.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi
‘Pro-growth’ M&A policing is a misnomer
The transatlantic trustbusting consensus forged by Lina Khan and Margrethe Vestager is already fraying. In this week’s Viewsroom, Breakingviews columnists discuss if it will lead to mergers involving national champions such as GSK and BP, and in turn remedy some economic ills.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi
US markets’ exceptionalism goes into reverse
After years of setting the global pace, the S&P 500 Index has dropped 9% from its peak while Hong Kong and Europe benchmarks rise. In this week’s Viewsroom podcast, Breakingviews columnists discuss whether trade wars and threats to the rule of law portend a durable shift.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit
Germany’s fiscal pivot gives Europe rare hope
The nation known for anti-deficit orthodoxy faces an economic slowdown and US antagonism. Likely Chancellor Friedrich Merz’s response: boost spending by more than 500 bln euros. In this week’s Viewsroom podcast Breakingviews columnists discuss the jolt to the whole continent.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi
China’s AI catch-up begins to look inevitable
Beijing’s leap in developing silicon smarts, embodied in DeepSeek’s shockingly cheap model, will challenge US attempts to restrict cutting-edge technology. In this week’s Viewsroom podcast, Breakingviews columnists debate whether it will destabilize the AI market.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Unpredictable White House vexes CEOs everywhere
President Donald Trump’s upheaval of governance norms is a destabilizing force. His policies and pronouncements make it harder for bosses to allocate capital. In this week’s Viewsroom podcast, Breakingviews columnists discuss the impact on corporate America, and beyond.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit meg
German elections chart course for a lonely Europe
Voters in the EU’s largest country are set to go to the polls as US leaders threaten to withdraw military support from the continent, economic malaise lingers, and the far-right AfD gains ground. In this Viewsroom podcast, Breakingviews columnists debate the electoral stakes.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis
Japan’s M&A wave is just getting started
The country’s corporate giants, nudged by reform, are exploring big deals. Carmakers Honda and Nissan, convenience store 7-Eleven’s owner and others are testing waters at home and abroad. In this week’s Viewsroom podcast, Breakingviews columnists debate how far it will go.
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit
