Viewsroom
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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.
Episodi recenti
504 episodi
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 Rep...
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...
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 colu...
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 exp...
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, Bre...
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 podcas...
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...
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 column...
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...
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...
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 ap...
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 View...
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 econo...
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 s...
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...
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...
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, Bre...
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 ram...
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 thi...
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 dis...
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 Viewsroo...
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 w...
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 t...
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 i...
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 col...
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 columnis...
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, Breakin...
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...
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 o...
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. I...
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...
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, Br...
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, Breakingvi...
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,...
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 deve...
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 Viewsr...
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....
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...
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 alik...
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 eur...