Viewsroom

<p>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.</p>

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

10-30
26:44

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

10-23
16:41

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 megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

10-16
20:48

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

10-09
19:39

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

10-02
27:52

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

09-25
22:32

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.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

09-18
25:14

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 visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

09-11
25:27

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

09-04
22:13

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/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

08-14
16:55

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

08-07
21:08

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 megaphone.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

07-31
22:37

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

07-24
26:35

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.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

07-17
20:37

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 also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

07-10
25:28

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

07-03
19:38

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

06-26
16:30

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 megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

06-19
23:12

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 targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

06-12
24:51

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 also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

06-05
26:14

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