Viewsroom

Viewsroom

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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.


Viewsroom: UBS gets lost in translation
Jun 20 • 17 min
A star economist at the Swiss bank sparked outrage on Chinese social media after his remarks about the country’s pigs were misconstrued. UBS’s decision to put him on leave seems overdone. And: Those weighing the benefit of a Facebook cryptocurrency must…
Viewsroom: When dealmaking gets difficult
Jun 13 • 18 min
Raytheon and United Technologies’ planned $114 bln tie-up raises questions about strategy, cost cuts and executive overreach. It’s prompted their shares to tank and activist Bill Ackman to oppose it. And Fiat Chrysler and Renault’s mooted merger has…
Viewsroom: Hong Kong’s scary extradition idea
Jun 5 • 17 min
The territory’s government, under pressure from Beijing, is trying to ram through a rule change that would allow suspects to be transferred to mainland courts. Foreign executives have cause to be worried. Plus: Steve Bannon wants to ban Chinese IPOs from…
Viewsroom: A new game of carmaker matchmaker
May 30 • 27 min
Fiat Chrysler spurned Peugeot by offering to merge with France’s Renault, which is itself joined to Nissan. How will the pairings play out, and what does it mean for the automotive sector? Plus: Why fossil-fuel giants like BP are painting themselves a…
Viewsroom: America’s topsy-turvy regulators
May 23 • 20 min
Qualcomm lost a lawsuit brought by one DC overseer, even as the DOJ intervened, while $26 bln T-Mobile US-Sprint merger is getting yanked around by agencies with opposing views. Doing business is hard when agencies no longer act in unison. Plus: Is Luckin…
Viewsroom: The lasting effects of Trump’s tariffs
May 16 • 20 min
Washington and Beijing may yet find a way to end their escalating trade war soon. But for many businesses, the damage already inflicted will be hard to undo. Plus: CEO Mark Zuckerberg might not welcome more calls to break up Facebook, but shareholders…
Viewsroom: Oil M&A fight may end with no winner
May 9 • 13 min
Occidental boss Vicki Hollub corralled BofA CEO Brian Moynihan and investor Warren Buffett to her side to seal a $38 bln offer for Anadarko. Her tactics scared off rival bidder Chevron but may alienate her own shareholders. Plus: Malaysia’s reform efforts…
Viewsroom: Apple versus Alphabet
May 2 • 16 min
Both Silicon Valley giants are looking for the next big thing after a slowdown in their main product – iPhone sales at Apple and online ads at Alphabet. Lower expectations mean Tim Cook’s outfit has more time to act. Plus: Activist Dan Loeb puts Sony back…
Viewsroom: Will millennials kill Silicon Valley?
Apr 25 • 21 min
Young, tech-savvy adults say everything from high prices to climate change may prompt them to leave the San Francisco area. Other U.S. cities can benefit. Also: Why CEO Jack Dorsey should favor Square over Twitter. And what to expect from Indonesian…
Viewsroom: ‘Game of Thrones’-style war heads to TV
Apr 18 • 22 min
HBO’s hit series is ending as parent AT&T, Amazon, Apple and Walt Disney launch their claims to the streaming-video crown. Netflix, though, will be hard to usurp. Elsewhere, India’s weeks-long election gets underway. And global economic growth collides…
Viewsroom: Wells Fargo searches for a leader
Apr 11 • 21 min
The U.S. bank may be tempted to recruit from splashy peers like Goldman Sachs. But there are better reasons to poach from smaller firms. Meanwhile, the $170 bln Chinese liquor maker Kweichow Moutai is worth more than Diageo. Breakingviews columnists…
Viewsroom: What’s driving Lyft’s valuation?
Apr 4 • 25 min
The ride-hailing firm is worth $30 bln after its stock-market debut, even though its losses are growing. Shareholders are betting a shift to autonomous driving will steer it to a profit, but that may be a long way off. Plus: Saudi Aramco lets investors…
Viewsroom: Who will drive off with Fiat Chrysler?
Mar 28 • 33 min
Peugeot and Renault both seem keen to merge with the Italo-American carmaker. Either deal could improve earnings from smaller cars, but couldn’t plug all Fiat Chrysler’s gaps in Asia and new tech. Plus: Apple’s underwhelming new services. And can Huawei’s…
Viewsroom: German bank M&A’s questionable logic
Mar 21 • 22 min
Putting Deutsche and Commerz together might create a national banking champion. A more likely outcome, though, would be a poorly performing behemoth. Meanwhile, Volkswagen boss Herbert Diess commits the mother of all CEO gaffes. Plus: sizing up a Chinese…
Viewsroom: Boeing’s struggles
Mar 14 • 20 min
The U.S. aircraft maker is facing a crisis after a second crash involving an updated version of its workhorse 737 jet. There’s a financial hit to Boeing from countries grounding the plane; but there are geopolitical implications, too. Plus: China tries to…
Viewsroom: Hostile gold diggers
Mar 7 • 24 min
The three-way takeover fight involving Newmont, Barrick Gold and Goldcorp is full of aggression and big egos. Breakingviews columnists unpick the gold-mining M&A frenzy and debate whether cooler heads can prevail. Plus: China telecom giant Huawei has a…
Viewsroom: Warren Buffett eats crow
Feb 28 • 19 min
Kraft Heinz’s poor earnings, $15 bln writedown and accounting investigation forced the Berkshire Hathaway boss to admit he overpaid for the nuts-to-Velveeta cheese purveyor. Breakingviews columnists discuss what went wrong. Plus: Trump buys more time in…
Viewsroom: Brexit breakups
Feb 21 • 17 min
Foreign carmakers are closing some UK plants as lawmakers defect from both the Labour and ruling Tory parties. How will this affect the looming deadline to quit the EU? Plus: Vegan diets are more than a fad. For information regarding your data privacy,…
Viewsroom: Down Under’s upheaval
Feb 14 • 14 min
Falling house prices and slowing Chinese growth are putting Australia’s record of almost 28 years of economic expansion at risk. The banking industry got dinged after a gripping year-long investigation. And a change of government looks likely.…
Viewsroom: U.S. water crisis may evaporate wealth
Feb 7 • 19 min
Overuse and climate change are sapping the Colorado river, source of a fifth of U.S. GDP and at least $1.3 trln of market value. The feds and basin states are struggling to adapt, but investors pay little heed. Plus, can India Prime Minister Modi’s budget…
Viewsroom: Why did PG&E file for bankruptcy?
Jan 31 • 16 min
The California utility may face up to $30 bln in wildfire costs. But shareholders see value and lenders were willing to stump up cash. The board’s desire to cut other expenses may have driven the decision. Plus: How U.S. charges against Huawei may affect…
Viewsroom: Global elite-lite takes Davos downer
Jan 24 • 11 min
Pessimism reigns supreme at the annual gathering in the Swiss Alps thanks to trade wars, the U.S. government shutdown and rising populism. Several major leaders stayed away entirely. The event remains a networker’s dream, but self-awareness and…
Viewsroom: China’s slowdown is not created equal
Jan 17 • 22 min
People in the Middle Kingdom are buying fewer iPhones and cars, but Nike and others are chugging away nicely. Meanwhile, India’s struggling rural farmers are a force too big to ignore in this year’s general election. Plus: The Detroit auto show reflects…
Viewsroom: High anxiety hits SoftBank’s vision
Jan 10 • 24 min
Rising rates, lower oil prices, wobbly markets and the backlash against Saudi Arabia could put Masa Son’s $97 bln fund on the spot this year. Elsewhere, some Indian tech startups may take the world by storm. Plus, Breakingviews picks three indicators to…
Viewsroom: Who will be 2019’s free-trade champion?
Jan 3 • 22 min
Big economies are throwing up tariffs, but East Africa’s common market could swell to 250 mln people if Ethiopia joins the club. Breakingviews columnists also predict this year will bring the end of easy money for Chinese startups, and a challenge to…
Viewsroom: Dealing in high anxiety
Dec 20, 2018 • 16 min
Equity valuations are in the stratosphere and geopolitical risk is running hot. Breakingviews columnists predict how that’ll affect markets in 2019, from trade-war fallout to Indian privatizations, a Deutsche Bank rally and mining M&A. They also assess…
Viewsroom: French misery gives Italy some company
Dec 13, 2018 • 15 min
President Macron hopes a 10 bln euro splurge from state coffers will mollify rioters calling him the “president of the rich.” But it’ll worsen the country’s deficit, risking an EU rebuke. It may, though, offer cover for Italy, whose debt load is causing…
Viewsroom: Trade war pause may only delay fight
Dec 6, 2018 • 17 min
U.S. President Donald Trump and China’s leader Xi Jinping agreed to a cooling-off period in an escalating tariff spat. Will the ceasefire yield results or is it a stalling tactic? The markets are spooked. Breakingviews columnists discuss the issue from…
Viewsroom: Climate risk is investing opportunity
Nov 29, 2018 • 29 min
Experts reckon unrestrained global warming will lop 10 pct off U.S. GDP by 2100. California’s wildfires prove it’s already having disastrous effects. But investors and companies alike can be part of the solution. Plus, Carlos Ghosn’s arrest leaves three…
Viewsroom: What’s next for Brexit?
Nov 21, 2018 • 17 min
Cabinet resignations, an angry coalition partner and a skittish currency greeted UK Prime Minister Theresa May’s draft agreement to quit the EU. Breakingviews columnists examine whether the current mess leads to Brexit with an EU deal, without a deal, or…
Viewsroom: Europe fights U.S. Big Tech
Nov 15, 2018 • 25 min
Digital titans like Alphabet and Apple may rule the roost, but EU rules on data privacy are helping startups flourish on the other side of the Atlantic. Meanwhile, Facebook’s inability to police fake content spreads to Africa. Plus: Mumbai’s ride-share…
Viewsroom: Democrats will rattle Wall Street cage
Nov 8, 2018 • 16 min
The U.S. House of Representatives will soon be controlled by lawmakers opposing President Trump. That gives them more scope to push their agenda on trade, infrastructure and a perennial bogeyman, the banks. But as Republicans still run the Senate, policy…
Viewsroom: Europe faces life after Angela Merkel
Nov 1, 2018 • 24 min
Germany’s chancellor won’t seek re-election in 2021 and is stepping down as party chair next month after electoral setbacks. It may herald a rightward swing at home and less EU unity. Plus: investors’ embrace of Brazil’s far-right President-elect Jair…
Viewsroom: The $230 bln scam rocking Nordic banks
Oct 25, 2018 • 21 min
Danish lender Danske has already lost its chief executive on news that one of its Estonian branches was used to launder Russian money. Now Nordea and others are facing questions. Plus: investors drive car stocks into a ditch - and Daimler’s and Ford’s…
Viewsroom: Saudi fiasco sets Wall Street ablaze
Oct 19, 2018 • 15 min
Bankers and officials have ditched a huge Saudi shindig after Turkey accused the kingdom of killing a prominent journalist – but big deal fees and oil reserves make the kingdom hard to shun. Breakingviews columnists discuss the financial ramifications of…
Viewsroom: The financial crisis, 10 years on
Aug 30, 2018 • 24 min
The crash cost the U.S. economy $30 trln, put 9 mln people out of work and as many families out of their homes. And it exposed how unprepared bankers, lawmakers and watchdogs were. Here we preview our podcast miniseries interviewing some of the movers and…
Viewsroom: Amazon’s JEDI rebellion
Aug 22, 2018 • 19 min
Amazon looks set to win the Pentagon’s $10 bln JEDI cloud contract, but Oracle is fighting back. Plus: Is it time for Airbnb to sell its China business? And should Elon Musk be worried about a Chinese Tesla lookalike listing in New York? For information…
Viewsroom: Turkey’s financial crisis may spread
Aug 16, 2018 • 22 min
The feud between President Tayyip Erdogan and U.S. President Donald Trump over steel tariffs threatens to turn other emerging markets cold. Breakingviews columnists discuss the global impact of Turkey’s currency meltdown. Plus: A bad bank in China gets…
Viewsroom: Tesla’s wild and crazy ride
Aug 9, 2018 • 16 min
CEO Elon Musk’s tweet about wanting to take the company private is causing a stir. Unorthodoxy aside, its volatile boss and weak corporate governance means Tesla is better off the public roads. Plus, Pakistan’s likely new leader Imran Khan will have to go…
Viewsroom: CBS’s $184 mln #MeToo challenge
Aug 2, 2018 • 22 min
That’s what CEO Les Moonves gets if he leaves the U.S. TV network – unless fired for cause. That’s rare in corporate America. But allegations he sexually harassed women put the board on the spot. Plus: Hong Kong battles the Big Apple for IPOs. And China…
Viewsroom: Sergio Marchionne’s legacy
Jul 26, 2018 • 18 min
The sudden death of Fiat Chrysler’s CEO has robbed the car industry of one its most colorful – and successful – leaders. Antony Currie, Rob Cox and Lisa Jucca look back over his 14 years at the wheel and discuss what’s on the road ahead for his successor…
Viewsroom: Europe puts Google in a bind
Jul 19, 2018 • 16 min
The search firm can easily cover the EU’s $5 bln fine for using its Android phone system to stymie rivals. But the order to stop forcing handset makers to pre-install its software could clip innovation. Plus: Goldman Sachs and Tesla put lackluster…
Viewsroom: Trump’s Supreme Court pick
Jul 12, 2018 • 15 min
The U.S. president has chosen a friend of big business in Brett Kavanaugh. But he faces bigger questions from Senate democrats about executive power. Plus: Commodity giant Glencore faces mounting risks in Washington, and what’s behind the Chinese yuan’s…
Viewsroom: Is Silicon Valley getting nervous yet?
Jul 3, 2018 • 15 min
The tech hub is getting squeezed by new policy restrictions amid a looming trade war between the U.S. and China. How is the Valley holding up? Plus: India’s state lenders are losing CEOs. Is running these banks into the ground part of the plan? For…
Viewsroom: Trump goes hog wild on trade
Jun 28, 2018 • 18 min
The U.S. president rejected hard-liners’ calls to ban China investing in sensitive U.S. tech. Yet he’s pushing for tariffs that could cost carmakers $45 bln and is livid Harley-Davidson will no longer make EU-bound bikes in the States. Plus: tapping…
Viewsroom: Disney, Comcast go from zero to berserk
Jun 21, 2018 • 17 min
The Magic Kingdom and the cable company are driving up the price for parts of Twenty-First Century Fox in a global M&A battle that throws financial logic out the window. But does it make sense strategically? Plus: India’s cricket league takes a few pages…
Viewsroom: AT&T win is unlikely to muzzle watchdogs
Jun 14, 2018 • 13 min
The telco firm prevailed against the DOJ and can now legally buy Time Warner for $85 bln. The green light doesn’t mean that regulators will roll over for other deals however. T-Mobile US and Sprint may still be in the crosshairs. Plus: An Australian bank…
Viewsroom: Are tech investors lemmings?
Jun 7, 2018 • 25 min
Despite Facebook’s mounting problems, only a third of independent shareholders refused to reelect Mark Zuckerberg and Sheryl Sandberg to the board. Tesla and Netflix owners tend to follow the leader, too. Yet protest votes are useful. Plus: Chinese stocks…
Viewsroom: Who will win the World Cup?
May 31, 2018 • 23 min
Germany may not be the bookies’ clear favorite to lift the trophy. But a data dive into player values, population and other factors predicts the team will emerge victorious. Meanwhile, Italy stages an economic and political comic opera. Plus: Ant…
Viewsroom: America sees red on China trade deal
May 24, 2018 • 16 min
Getting Beijing to force companies to buy more U.S. soybeans and oil may help the Trump administration claim a numbers victory. But it reinforces China’s statist instincts while ignoring most U.S. business beefs with Sino-American trade. Plus: has Tencent…
Viewsroom: 1MDB rears head in Malaysian election
May 15, 2018 • 17 min
The $5 bln sovereign-wealth fund’s scandal played a role in voters replacing Prime Minister Najib Razak with nonagenarian Mahathir Mohamad. Its resurgence could mean bad news for Goldman Sachs and Najib himself. Plus: Walmart nabs Flipkart in a big bet on…
Viewsroom: What’s eating at Elon Musk?
May 10, 2018 • 13 min
Tesla’s CEO berated analysts for asking “boring, bonehead questions” after the electric-car maker reported a record quarterly loss. He then taunted Warren Buffett, suggesting his idea of corporate “moats” is sugary nonsense. Breakingviews columnists…
Viewsroom: M&A gets carried away
May 3, 2018 • 17 min
Dealmaking is breaking records. But more tie-ups are being pulled. And recent proposed unions like T-Mobile US with Sprint and Xerox with Fujfilm come with regulatory or boardroom drama. Crisis throwbacks and the careless brag-song of Sainsbury’s CEO are…
Viewsroom: America puts ZTE in the sin bin
Apr 25, 2018 • 14 min
The Trump administration’s decision to ban U.S. companies from selling to the Chinese telecom giant is seriously hurting the company’s business. And there’s no easy plan B for ZTE. Also: China has a new way to measure unemployment. Should investors take…
Viewsroom: Fintech’s growing pains
Apr 19, 2018 • 18 min
Upstarts like LendingClub and SoFi need to find ways to keep customers returning – just as traditional banks are fighting back and Goldman Sachs’ digital push into consumer lending takes off. Also: how Malaysia’s prime minister may be re-elected despite…
Viewsroom: The biggest loser, China or the U.S.?
Apr 10, 2018 • 17 min
A volley of words threatens a trade war between PRC leader Xi Jinping and U.S. President Donald Trump. Developing China has much at risk in fighting with the world’s largest economy. But American businesses are vulnerable too. Plus: Meituan goes all-in…
Viewsroom: Spotify leads Wall Street on IPO dance
Apr 5, 2018 • 18 min
The music-streaming service enjoyed a mostly smooth stock-market debut despite largely bypassing investment banks. Ultimately, though, business success, not IPO hype, is what counts. Plus: Regulators and automakers are sparking up an altogether too cozy…
Viewsroom: China’s new central banker
Mar 21, 2018 • 25 min
Yi Gang, the head of the People’s Bank of China, has experience working in America. Once considered a liability, it now may be one of his great assets. And the mainland is courting companies to list shares locally, while China’s version of Hulu plans its…
Viewsroom: How long should a leader lead?
Mar 16, 2018 • 14 min
China’s President Xi Jinping can now stay in power for life. Goldman Sachs CEO Lloyd Blankfein seems ready to retire after 12 years at the top. Yet five years may be the ideal length of service. Breakingviews columnists discuss the limitations to…
Viewsroom: Trump slaps tariff fear on markets
Mar 8, 2018 • 24 min
Imposing levies on steel and aluminum has lost the president his economic adviser, ex-Goldman No. 2 Gary Cohn. That has shocked investors out of complacency. Also: Italy’s elections leave fringe parties in charge. And big deals may be back on the agenda…
Viewsroom: Fraud puts India’s lenders on edge
Feb 28, 2018 • 20 min
A $1.8 bln scam at Punjab National Bank comes just months after the government injected $32 bln to bail out 20-odd state-run financial institutions. The scandal may increase calls for them to be privatized. Elsewhere: Will Sky be the limit for Comcast,…
Viewsroom: Chipmaker battle fries M&A circuits
Feb 22, 2018 • 15 min
Broadcom has lowered its hostile bid for Qualcomm after its target upped its longstanding offer for NXP. That decreases the chance the two larger rivals can strike a deal – assuming regulators wouldn’t nuke it. Plus: Credit Suisse shines a rare light on…
Viewsroom: Volatility puts investors to the test
Feb 15, 2018 • 17 min
Higher wages, inflation fears and the prospect of faster than expected rate hikes are posing challenges market players haven’t seen for years. Comcast may spike Walt Disney’s potion to acquire Rupert Murdoch’s entertainment assets. Plus, Singapore’s…
Viewsroom: The Fed’s belated Wells Fargo beating
Feb 8, 2018 • 21 min
Chair Janet Yellen forbids the $2 trln lender from growing bigger - on her last day in the job, and 17 months after Wells’ fake-accounts scandal hit. Meanwhile, fellow financial watchdog CFPB seems to be giving hacked Equifax a free pass. Plus: how…
Viewsroom: Jamie Dimon risks ruining a good run
Feb 1, 2018 • 17 min
JPMorgan’s chairman and CEO intends to lead the bank until around 2023. Dimon has built a strong and successful company over the past 12 years. But the longer he stays, the harder it becomes to leave on an unambiguous high. Plus: Asian governments tackle…
Viewsroom: Trump solar tax is more burn than balm
Jan 25, 2018 • 24 min
The U.S. president seems to be trying to right past trade wrongs. But business has long since moved on, meaning tariffs on washing machines and solar panels will do more harm than good. Also, Merkel and Modi disappoint in snow-ravaged Davos. Plus:…
Viewsroom: Donald Trump goes to Davos
Jan 19, 2018 • 24 min
The U.S. president heads to the Swiss Alps confab that’s the antithesis of his “America First” ideology. He’ll have competition: keynote speaker Narendra Modi, with his “Make in India” policy. Plus: BlackRock’s Larry Fink pushes social activism. And why…
Viewsroom: China’s dubious shot across U.S. bow
Jan 11, 2018 • 18 min
Talk of buying fewer of Uncle Sam’s bonds may be Beijing’s way of showing some teeth as the Trump administration mulls import tariffs. But as with other retaliatory trade tactics, it would hurt China too. Plus, why Nelson Peltz doesn’t want to be called…
Viewsroom: Debt markets set for wild ride
Jan 4, 2018 • 17 min
More government borrowing and less central bank buying will force bondholders to fend for themselves, Breakingviews predicts. Plus, passive funds will force out a CEO, electric vehicles give gasoline cars a run for their money and soccer clubs’ spending…
Viewsroom: Investors target sexual misconduct
Dec 29, 2017 • 16 min
Companies that sweep settlements for bad behavior under the carpet will feel shareholder ire in 2018, Breakingviews predicts. Plus, Apple will float past the EU’s roving eye, splintering political parties are a ticking U.S. time bomb and bank bosses may…
Viewsroom: Saudi Aramco’s path may lead to China
Dec 21, 2017 • 19 min
That the Hong Kong Stock Exchange will join Riyadh in hosting the world’s largest IPO is one of Breakingviews’ 2018 predictions. We also explain the method to our fortune-telling and lay out why China will win the 5G standards race, and why Wall Street…
Viewsroom: A Fox in the Mouse House
Dec 15, 2017 • 22 min
Disney’s $66 bln deal for the bulk of Rupert Murdoch’s entertainment empire is a reaction to the rapid rise of streaming-content providers like Netflix, and lets CEO Bob Iger delay retirement again. Elsewhere: the Democrats win in Alabama, and Chinese…
Executive payouts in rude health
Dec 7, 2017 • 14 min
Aetna CEO Mark Bertolini is bagging $500 million from selling the insurance company to drugstore chain CVS – despite only a middling performance as boss. Behind such healthcare mergers: a desire to cut out a surfeit of middlemen. For information regarding…
Uber’s hard route back onto the road
Nov 30, 2017 • 11 min
The ride-hailing app has hit a damaging set of speed bumps including accelerating losses, a bruising court battle with Alphabet and covering up a security breach. But new Chief Executive Dara Khosrowshahi’s most important challenge is proving the firm can…
Viewsroom: AT&T’s $85 bln deal runs into static
Nov 17, 2017 • 14 min
The telecom firm’s acquisition of Time Warner, owner of CNN, may hit regulatory hurdles in D.C. President Trump’s caustic tweets against the news network look self-interested, but watchdogs could yet legitimately rethink norms of competition. Plus: GE…
Broadcom $130 bln bid signals market top
Nov 10, 2017 • 16 min
The chipmaker’s hostile tilt at Qualcomm is a rare aggressive move in the sector. Qualcomm has its own issues, awaiting approval for its NXP deal and fighting Apple in court. It all suggests the tech sector is too frothy. Plus: Is Hong Kong losing its…
Saudi Arabia’s city of the future
Nov 2, 2017 • 19 min
Crown Prince Mohammed bin Salman has a $500 bln plan to attract new business to the oil-dependent kingdom: build a utopian society on the Red Sea free of many of Saudi’s legal and cultural constraints. Plus: why tech and finance execs won’t be joining…
China’s leader cements his power
Oct 26, 2017 • 22 min
President Xi Jinping emerged stronger at the end of China’s Communist Party Congress. His desire to consolidate control however may not help his plans to keep the Middle Kingdom’s economic engine humming. Plus: U.S. telecom firms try again to dial up a…
President Xi Jinping’s moment
Oct 17, 2017 • 20 min
The Chinese Communist Party’s 19th National Congress kicks off this week. Delegates at the week-long confab will select new leaders, including for key financial and economic posts. But the spotlight will be on Xi and whether he can consolidate his power…
Activists keep the fight alive
Oct 12, 2017 • 18 min
Nelson Peltz narrowly lost his acrimonious bid for a P&G board seat. Honeywell’s decision to spin off two small units was less than Dan Loeb lobbied for. These are temporary setbacks. Past experience and the financial firepower at their disposal make…
Building the car for the future
Oct 5, 2017 • 22 min
Ford boss Jim Hackett’s plan to catch up with rival GM on electric and self-driving vehicles starts with $14 bln of cost cuts. China may be in pole position as it considers banning gasoline cars entirely. But plenty of factors could delay mass adoption of…
Trump tax overhaul will be a long slog
Sep 28, 2017 • 26 min
The U.S. president and Republicans want to reduce the corporate tax rate to 20 pct from 35 pct. After a blistering defeat over Obamacare, the prospects of significant reform are slim. Meanwhile, Equifax’s CEO slinks out of the building. Plus: Puerto…
German election all about runners-up
Sep 21, 2017 • 20 min
Chancellor Angela Merkel and her Christian Democrats should win more votes than rivals. But they’ll need coalition partners to form a government. Choosing among them promises to be a nail-biter. Also: the Toys R Us bankruptcy won’t be a total loss for its…
Ray Dalio taps his inner communist
Sep 14, 2017 • 19 min
Bridgewater’s founder thinks his kindred spirit resides in China’s anti-corruption czar Wang Qishan. Both seek radical transparency – though Dalio’s hunt is tied to forging a business in the Middle Kingdom. Plus: Exxon’s salvation may lie in the oil…
Harvey’s path of financial destruction
Sep 7, 2017 • 19 min
Texas is facing $180 bln in hurricane cleanup costs, the most of any U.S. natural disaster. The Lone Star State has the wherewithal and chutzpah to cover a large chunk, yet expects Washington to pick up most of the tab. Global water risks, meanwhile, may…
Trump may unite Congress – against him
Sep 1, 2017 • 20 min
The U.S. runs out of money in a month and the president is attacking lawmakers in his own party. That could prompt Republicans and Democrats to work together to keep the lights on. Plus: Rupert Murdoch could be overpaying for Sky. For information…
Fiat Chrysler’s painful choices
Aug 24, 2017 • 20 min
Great Wall Motors wants to buy Jeep. That’d leave the Italian-American carmaker cash rich but devoid of profit in a fast-changing industry. Meanwhile, Uber tries to find a silver lining to the cloud its drivers are under. Plus: what makes China’s unicorns…
Corporate America dumps CEO president
Aug 17, 2017 • 27 min
Donald Trump’s inflammatory comments about white supremacists have lost him the support and advice of business leaders, leaving him increasingly isolated and ineffectual. Qatar’s stake in the LSE may prompt Saudi Aramco to shun the exchange for its IPO.…
Diplomatically challenged Trump
Aug 10, 2017 • 14 min
The U.S. president needs Beijing’s help with North Korea even more after his recent warmongering outburst. Yet his administration just slapped petty import tariffs on Chinese aluminum. Also: what a Google engineer’s sexist memo says about the firm,…
Venezuela’s downward spiral
Aug 3, 2017 • 17 min
Questionable elections for a rubber-stamping new assembly may give President Nicolas Maduro more power. But the country’s people, economy - and some U.S. companies - will suffer. Also: Sprint, under a ton of debt yet overvalued, weighs its M&A options.…
Citi lays out path to mediocrity
Jul 27, 2017 • 24 min
CEO Mike Corbat pledged a huge earnings boost at the bank’s first investor confab in nine years. But Citi’s enduring crisis hangover will still leave it trailing most rivals. In China, HNA’s shadowy ownership may be a big problem for U.S. M&A. Plus:…
Why U.S. tax reform is doomed, too
Jul 20, 2017 • 14 min
Republicans’ failure to replace Obamacare throws into doubt Washington’s ability to keep other high-profile election promises, not least cutting corporate levies. Meanwhile, President Trump’s fuzzy agenda for reforming NAFTA could give Canada and Mexico…
Elon Musk’s Down-Under wager
Jul 13, 2017 • 15 min
Tesla’s CEO is putting the firm’s reputation, and $50 million, on the line in a deal to quickly provide energy storage to South Australia. Over in Texas, a battle is brewing between investment icons Warren Buffett and Paul Singer over a long-suffering and…
How China changed Hong Kong
Jul 6, 2017 • 27 min
It’s 20 years since the British handed the island and adjacent territory back to the mainland. Breakingviews’ Asia columnists explain how Hong Kong’s economy and society have changed and ask whether this once-dominant regional financial center can regain…
Blue Apron’s debut leaves bad taste
Jun 29, 2017 • 11 min
The meal-kit delivery firm had an unappetizing IPO, barely opening above its much reduced price of $10 a share. Investors are starting to wise up to fluffy concoctions with little meat. The more discerning environment will make it difficult for half-baked…
Helping Uber hail a new CEO
Jun 22, 2017 • 22 min
Filling departed founder Travis Kalanick’s seat is no easy task, so we offer some suggestions. Elsewhere, Amazon CEO Jeff Bezos’ seemingly crazy $13.7 bln offer for struggling grocer Whole Foods has some logic. Anbang lands in hot water in China. And the…
We need to talk about Uber 2.0
Jun 15, 2017 • 26 min
Attempts to jump-start the ride-hailing app’s toxic culture stalled after board member and TPG founder David Bonderman’s sexist joke at a company meeting about sexism. The UK grapples with Brexit under a hung parliament. And could a Chinese invasion solve…
The UK goes to the polls
Jun 6, 2017 • 23 min
The Brits are about to elect a new government that’ll take the country out of the EU. Brexit, though, has taken a back seat in the campaign to deadly attacks in London and Manchester – and growing concerns about how the new masters of Whitehall will deal…
Donald Trump can’t melt Paris accord
Jun 1, 2017 • 25 min
The president is pulling America out of the climate agreement signed by 195 countries in 2015. But the continued commitment from cities, companies, investors – and China - will limit the damage. Meanwhile Goldman Sachs steps into a Venezuelan mess. Plus:…
Trump budgets his way to la-la land
May 25, 2017 • 31 min
Basic economics - and decency - fall by the wayside in the administration’s pitch that it can create $2 trillion of revenue by cutting $3.6 trillion of costs. OPEC and U.S. fields battle for oil supremacy. Zimbabwe invents the ‘zollar’. And Bill Ford…
CEO presidency needs boardroom pushback
May 17, 2017 • 22 min
Donald Trump’s promise to run the government like a business is proving difficult but Congress could act like strong independent directors to rein in his wayward management. China’s ambitious Silk Road project could leave its people holding the bag. Plus:…
Comey ouster bad for business
May 11, 2017 • 21 min
Donald Trump’s surprise firing of the FBI director could bog down policies from tax cuts to regulatory reform and even throw the rule of law into question. South Korea elects a new leader to put its own presidential scandal in the past. Plus: Coach goes…
Apple starts iPhone birthday bash early
May 4, 2017 • 27 min
Lucre from apps and other services should get investors in the party mood ahead of the company’s iconic device turning 10. Big Oil gets buoyed by rising prices – and the New York Times by more readers. And Coach shows the retail industry how to cope with…
Europe’s electoral frenzy
Apr 27, 2017 • 27 min
France is about to choose a new president. The UK has called a surprise election. Germans head to the polls soon and Italians and Greeks could be close behind. As Brexit gets in motion and President Trump settles in, Europe’s election season will bring…
Theresa May’s big Brexit gamble
Apr 20, 2017 • 34 min
The UK PM wants an early general election to strengthen her majority in parliament, stoking market hopes of a friendly exit from the EU. Those may be misplaced. Elsewhere, Trump’s Buy American, Hire American plan is deeply flawed. And Goldman takes a…
United joins corporate culture chaos
Apr 13, 2017 • 26 min
Taking three days to offer a basic apology to the passenger dragged off a flight suggests deeper problems at the U.S. airline. Poor leadership and processes took a toll on Wells Fargo and Toshiba, too. Executives and boards ignore the lessons of cultural…
Jamie Dimon’s bank-reform cheat sheet
Apr 6, 2017 • 18 min
The JPMorgan CEO’s latest shareholder letter hands President Trump and Republicans plenty of tips and sound bites for rolling back post-crisis rules. But the administration’s failure to replace the Fed’s departing top regulator throws more doubt on a…
David Einhorn pokes under GM hood
Mar 30, 2017 • 21 min
The activist’s proposal that the automaker split its stock to give some shareholders a perpetual dividend is a risky maneuver. President Trump’s plan for skilled-worker visas may make Canada great again. Plus, Republicans face high hurdles to overhaul the…
Google, Facebook under the gun
Mar 23, 2017 • 20 min
The ad kings have faced criticism over questionable content. Now Google is in the hot seat as brands like L’Oreal pull their digital spending. Also, Lyft finds an opening as Uber hits roadblocks. Plus: Not all is copacetic between Goldman Sachs alumni in…
Intel’s pricey bet on driverless cars
Mar 15, 2017 • 17 min
The chipmaker is shelling out $15 billion for autonomous-driving parts firm Mobileye, a cool 30 times estimated revenue. Intel missed the mobile-phone revolution. Is it finally on the right road? Plus: Washington bounces bitcoin’s bid for mainstream…
Trump’s bad prescription for Obamacare
Mar 9, 2017 • 28 min
The U.S. president and congressional Republicans’ rush to ditch the Affordable Care Act is spawning pox-plagued legislation. Meanwhile, Deutsche Bank tries to get its financial house in order. And State Street’s fund managers are pushing to get more women…
SoftBank deal frenzy lacks hard logic
Mar 2, 2017 • 20 min
The giant Japanese tech firm has been on a global M&A tear, but shareholders aren’t buying it. President Trump’s mix of details-free policy pledges and jingoistic militarism looks dazed, confused and dangerous. Plus: Silvio Berlusconi’s AC Milan sale puts…
We need to talk about Uber
Feb 23, 2017 • 20 min
A former employee accused the ride-hailing company of sexual harassment and gender discrimination. It’s not only bad form but yet another road block for money-losing Uber. Plus, where do Kraft Heinz and its owner 3G go after their failed $143 billion bid…
Trump’s management failures
Feb 16, 2017 • 23 min
The president’s vacillating over firing national security adviser Michael Flynn is the kind of mistake that gets corporate chiefs fired. Toshiba deals its way to a $6.3 billion loss. California’s water woes are a national wake-up call. And Wall Street…
Keeping banks in the sin bin
Feb 9, 2017 • 20 min
President Trump wants to “do a number” on post-crisis financial reforms, but overturning them will be tough. Paris emerges as the top city for financial types after Brexit. Plus, why a legal brief filed by Google and others against Trump’s immigration ban…
The cost of jingoism
Feb 2, 2017 • 31 min
President Trump’s trade-tariff threats and his temporary immigration ban risk undermining business-friendly policies like deregulation and tax cuts. Meanwhile, he has nominated a Supreme Court justice. And Under Armour takes center stage in the battle for…
Trump’s borderline tax ideas
Jan 26, 2017 • 30 min
Two competing tariff ideas from President Trump and congressional Republicans bring merits but mostly unforeseen risks. Meanwhile, any cut in the corporate tax rate will benefit hapless Yahoo and its Asian holdings. Plus, why it pays to bet against Davos…
Davos goes topsy-turvy
Jan 19, 2017 • 21 min
Team Trump is AWOL at the World Economic Forum’s annual alpine shindig while Theresa May’s Brexit plan has people on edge. That left it to China’s Xi Jinping to defend globalization. Elsewhere, U.S. bank earnings disappoint. And Snapchat considers making…
Trump’s trickle-down ethics failure
Jan 12, 2017 • 33 min
The president-elect’s attempt to avoid conflicts of interest while in the White House is window-dressing that sets a bad example for his administration. Meanwhile, Trump’s shadow hangs over the Detroit Auto Show. And his infrastructure plan is not as…
Viewsroom Predictions 2017: Part 2
Jan 5, 2017 • 27 min
Breakingviews columnists offer their take on the year ahead: magic mushrooms could be an economic and investment hit, big business will take drones to the skies and Uber’s IPO faces an uphill struggle. Plus: Harry Potter’s 20th anniversary is a lesson in…
Viewsroom Predictions 2017: Part 1
Dec 29, 2016 • 43 min
Breakingviews columnists from Europe, Asia and the United States discuss what’s ahead, including Donald Trump and inequality, how smaller M&A deals will shine over big acquisitions, and why Disney may ponder buying Netflix. Plus, what we got right – and…
Can Big Oil’s man be diplomat-in-chief?
Dec 15, 2016 • 28 min
Exxon CEO Rex Tillerson, Donald Trump’s pick for Secretary of State, is well versed in international dealmaking. But he’s too close to Russia even for some Senate Republicans. Meanwhile, Goldman Sachs shuffles the top ranks and Wells Fargo’s regulatory…
What’s at stake in Trump vs China?
Dec 8, 2016 • 27 min
The U.S. president-elect upended decades of diplomacy by taking a call from Taiwan’s leader. But some U.S. companies will welcome his stance. And China has much to lose from any escalation. Also: Italy PM Renzi gets his marching orders. And there’s no…
Is Trump’s dealmaking already working?
Dec 1, 2016 • 34 min
The president-elect brought in a rare bipartisan player as Treasury secretary, Steven Mnuchin and saved 1,000 jobs in Indiana. But bigger economic challenges await. And he has yet to solve his business conflicts. Elsewhere, Dallas’ pension woes put a $4…
Should Facebook root out fake news?
Nov 16, 2016 • 28 min
The social network is under fire for allowing erroneous and downright misleading media reports on its platform that may have swayed the U.S. presidential election. Meanwhile, Canada and Mexico prepare for a Donald Trump presidency. And Warren Buffett eats…
The President Trump effect
Nov 10, 2016 • 26 min
The incoming commander-in-chief’s $1 trillion infrastructure pledge has buoyed builders and could even help the Fed. The bank stock rally, though, may lack a solid foundation – and Obamacare could be the election’s Brexit analogy. Meanwhile, European…
What to watch for beyond Clinton-Trump
Nov 3, 2016 • 30 min
Americans aren’t just voting for the 45th president. House and Senate elections affect everything from Wall Street to the Supreme Court. And marijuana and healthcare figure prominently in state ballots. Meanwhile, there’s more brouhaha around Brexit. And…
AT&T’s dog of a deal
Oct 27, 2016 • 23 min
CEO Randall Stephenson’s $85 billion offer for Time Warner lacks strategic rationale, has politicians of all stripes criticizing it - and has destroyed shareholder value while denying owners a vote. All it lacks so far is an activist shareholder demanding…
Airing Trump TV
Oct 20, 2016 • 28 min
The presidential candidate’s poor showing is hurting his businesses, but a news network could pay off if he loses the election. Saudi Arabia’s monster bond deal can’t mask bigger problems. And bank earnings take in the Wells Fargo effect while Netflix…
Samsung’s fiery future
Oct 13, 2016 • 31 min
Canceling production of its self-combusting Note 7 smartphone puts the company’s reputation as well as $17 billion or more at risk. Cities, businesses and investors are putting Trump and Clinton to shame on climate change. Plus: Brexit politics get shaken…
Viewsroom: Twitter’s takeover meltdown
Oct 7, 2016 • 28 min
The social network’s stalled user and revenue growth is sending shareholders of Salesforce and other potential bidders running for cover. Meanwhile, Yahoo’s email scans for U.S. authorities have rattled buyer Verizon. Plus: Is John Stumpf’s time as Wells…
Viewsroom: One hundred days of Brexit
Sep 30, 2016 • 26 min
Oct. 2 marks 100 days since Britain’s vote to leave the EU. How has the economy fared, and will the City of London weather Brexit? Breakingviews writers discuss trade deals, financial services and the scale of the challenge facing Prime Minister Theresa…
Apple’s driving ambition
Sep 23, 2016 • 26 min
The iPhone maker’s desire to enter the auto market could benefit from taking a stake in Elon Musk’s Tesla. Recent actions by the BOJ may help kick start the Japanese economy. And what it means that hedge fund manager Leon Cooperman is fighting the SEC…
Wells Fargo stagecoach hits a ditch
Sep 16, 2016 • 32 min
The bank that steered clear of the financial crisis breaks down after creating 2 mln fake accounts. New evidence undermines Donald Trump’s claims few benefit from the U.S. economic recovery. And why Hanjin’s corporate capsize may prompt attempts to fix to…
Trump immigration plan deports $1 trillion
Sep 9, 2016 • 27 min
The iPhone 7 may seem like an underwhelming upgrade, but it sets the company up well for the rise of augmented reality. Donald’s Trump’s plans to curb visas and send illegal immigrants home defy economic logic. And scandal-prone VW takes its truck…
A special message to our listeners
Aug 26, 2016 • 1 min
The Viewsroom is taking a short break during the dog days of summer. To help us improve the show, lend the Viewsroom team your thoughts by rating us and giving us a review on iTunes. You can also reach our hosts directly on Twitter: Antony Currie…
Viewsroom: Wall St activism; Obamacare; Wealth gap
Aug 19, 2016 • 31 min
ValueAct is taking a softly-softly stance with its stake in Morgan Stanley – and is already doing better than its Amex flop. Private insurers are pulling out of Obamacare as the U.S. considers banning industry mergers. And millennials’ relative poverty…
India water woes; fintech; Trumponomics
Aug 12, 2016 • 32 min
Drought, farmers, poor pricing and bad infrastructure in the world’s second-most populous country hinder Prime Minister Narendra Modi’s ‘Make in India’ vision; peer-to-peer lenders try to deal with a downturn; and Donald Trump’s economic plan is more…
U.S. election, European banks, Uber-Didi
Aug 4, 2016 • 26 min
Hillary Clinton and Donald Trump battle over infrastructure needs, while Trump faces growing opposition from fellow billionaires. The ups and downs of Europe’s lenders after a stress test with no fail grade. And why Uber is ceding to Didi the ride-sharing…
Clinton, Tech M&A, Facebook, Apple
Jul 29, 2016 • 25 min
Democrats turn to Michael Bloomberg to woo independents and anti-Trump Republicans. Meanwhile, Yahoo sells up, Oracle buys CEO Larry Ellison’s side-company. And how to rank earnings at Apple, Facebook and Twitter. For information regarding your data…
Republican convention, Tesla, banks
Jul 22, 2016 • 27 min
The confab to anoint Donald Trump the GOP presidential candidate is full of controversy, but short on business support and cogent financial policy. Tesla boss Elon Musk unveils his master plan, to underwhelming response. And there are silver linings to…
Brexit | Pokemon Go | Minimum wage
Jul 15, 2016 • 20 min
New UK Prime Minister Theresa May is assembling a cabinet that may to deliver Brexit-lite. Meanwhile, the surprising success of Pokemon Go bodes well for much broader use of augmented reality. And Jamie Dimon has both selfish and smart reasons for…
The Kit Kat defense; Brexit fallout
Jul 8, 2016 • 19 min
The humble four-fingered chocolate bar could play a key role in fending off bidders for Hershey. Meanwhile, the EU-shunning UK battles political instability, a tanking currency and a run on commercial property funds, while the economic pain of allowing in…
Viewsroom: The art of sweet deals; Trump on trade
Jul 1, 2016 • 21 min
Hershey kisses off Mondelez’s $23 bln bid while media mogul John Malone manages his own sweetheart wrap of Lions Gate and Starz. Plus, presidential contender Donald Trump courts Bernie Sanders’ supporters and why Europe’s banks should be prepping for the…
Facts and fear in Britain’s EU referendum
Jun 22, 2016 • 22 min
British voters have been inundated with “facts” throughout the referendum on EU membership, but campaigners on both sides have been accused of playing fast and loose with the truth. Hugo Dixon – chairman and editor in chief of InFacts and the founder of…
Clippy’s resume, Big Mac for Chicago, Lax gun laws
Jun 17, 2016 • 26 min
Microsoft’s willingness to plunk down $26 million for LinkedIn proves the software giant is slipping back to its old habit of illogical deals. Add Uber’s creative method of scooping up more money and Dropbox’s pronouncement that it is cash-flow positive…
Viewsroom: Breakingviews on Brexit
Jun 10, 2016 • 22 min
Imagine Britain votes on June 23 to leave the European Union. What happens next? Breakingviews writers George Hay, John Foley, Neil Unmack, Swaha Pattanaik and Olaf Storbeck discuss the possible consequences for markets, trade, growth and the future of…
Apple, Facebook and Uncle Sam should just say “no”
May 27, 2016 • 22 min
An executive at the iPhone maker proposed a bid for Time Warner, a move that would have been at odds with Apple founder Steve Jobs’ recipe for success: Reject “1,000 ideas” and focus on the very few excellent ones. Aging smartphones, a tepid stock price…
Trump touts riches while banks blunt breakup talk
May 20, 2016 • 23 min
The presumptive Republican nominee for U.S. president boasted about the size of his 104-page financial disclosure statement filed this week with the Federal Election Commission. It may be HUGE, but what’s the upside of flaunting your wealth to an…
The price of Ultimate Fighting, Uber drivers and fintech
May 12, 2016 • 31 min
Mixed martial arts’ premier promoter may be on the block for as much as $4 billion, putting it in some pricey company. Live sports events are what TV and cable viewers most want to see, though, and therein lies a lesson for the likes of fading ESPN and…
Tribune stalls while Tesla puts pedal to metal
May 6, 2016 • 25 min
The newspaper chain’s rejection of Gannett’s hefty $815 million offer is a head-scratcher, hardly the sort of move that suggests the industry knows how to pull itself out of a prolonged slump. Can clever experiments like the New York Times’ plan to…
Healthcare M&A, Climate change, Silicon Valley earnings
Apr 29, 2016 • 28 min
Abbott, Abbvie and Sanofi are each paying up for takeover partners, while protecting the planet could be the investment deal of the century. Plus: Facebook forges ahead while Apple ambles. For information regarding your data privacy, visit…
Coal bust, Bank earnings, Millennial media
Apr 15, 2016 • 22 min
Peabody Energy’s bankruptcy gives Big Oil a glimpse into the future, while energy losses are just one issue U.S. lenders have to contend with. Plus: startup news outlets face age-old problems. For information regarding your data privacy, visit…
M&A overdose, Panama papers, Disney demise
Apr 8, 2016 • 21 min
The Pfizer-Allergan deal comes to a screeching halt, while a document dump exposes the elite’s offshore tax finagling. Plus: An heir apparent loses the keys to the Magic Kingdom. For information regarding your data privacy, visit acast.com/privacy
Pandora putsch, MetLife slam, M&A scam
Apr 1, 2016 • 27 min
The music-streaming service picks a golden-oldie CEO, while the mega-insurer sheds its too-big-to-fail tag. Plus: Even Wall Street pros can fall prey to determined swindlers. For information regarding your data privacy, visit acast.com/privacy
Tennis jerks, Boss bonuses, Water woes
Mar 25, 2016 • 23 min
A tournament head gets axed for demeaning the women’s game, while two banks lighten CEO wallets. Plus: There’s no drought of H2O optimism. For information regarding your data privacy, visit acast.com/privacy
Valeant spiral, Chinese tourists, top-court pick
Mar 18, 2016 • 20 min
The funky pharma firm is coming to grips with mortality, while China’s Anbang gobbles up U.S. hotels at high prices. Plus: Corporate America gets a Supreme Court nominee it can live with. For information regarding your data privacy, visit acast.com/privacy
Sexist boards, fintech flaws, Gutfreund farewell
Mar 11, 2016 • 26 min
Gender quotas for directors don’t work, a new study finds. And who’s policing high-tech lenders and payments firms? Plus: the late Solomon Brothers boss changed Wall Street forever. For information regarding your data privacy, visit acast.com/privacy
Wall Street frenemies, Ackman, AT&T
Mar 4, 2016 • 26 min
Trump and Hillary Clinton bash banks while taking their money, and the controversial investor sticks it out at Valeant and Herbalife. Plus: aging telecoms shake up cable TV. For information regarding your data privacy, visit acast.com/privacy
Fed follies, Dish dish, Scalia scraps
Feb 19, 2016 • 26 min
The Minnesota Fed boss shocked colleagues with a call to break up the banks, and the satellite TV firm has left investors confused. Plus: How the Supreme Court justice’s death affects Corporate America. For information regarding your data privacy, visit…
Bookstores back, Redstone out, Zika lurks
Feb 5, 2016 • 20 min
Internet-retailer Amazon embraces bricks and mortar, while the soap opera around Viacom’s aged founder continues. Plus, panic over the dangerous virus is Brazil’s Achilles heel. For information regarding your data privacy, visit acast.com/privacy
Facebook, Twitter and Apple
Jan 29, 2016 • 21 min
The social media giant rode mobile ads to riches, while Jack Dorsey’s company watched bosses head for the exits. And Apple may be stuck in iPhone purgatory. All on the Viewsroom tech edition. For information regarding your data privacy, visit…
Gas guzzlers, Al Jazeera and VW follies
Jan 15, 2016 • 26 min
The falling price of oil is putting U.S. carmakers in a quandary – and may have contributed to the demise of Al Jazeera America. Plus: Volkswagen can’t seem to keep its foot out of its mouth. For information regarding your data privacy, visit…
Flicks and automobiles
Jan 8, 2016 • 22 min
Netflix goes global – big time, while China’s richest man takes a stake in Hollywood. Plus: Automakers greet the New Year with GM’s Lyft investment, a splash at the Consumer Electronics Show and plans to impress in Detroit with their own pow wow next…
Cracking the predictions book
Dec 23, 2015 • 21 min
Breakingviews’ volume of prescient insight for 2016 includes forecasts about M&A, oil, interest rates, the Olympics, Star Wars booty and much more. Ren Holding and Antony Currie pick their favorites. For information regarding your data privacy, visit…
The predictions edition – Star Wars, interest rates, run for the White House
Dec 17, 2015 • 39 min
Disney is destined to make a pile on the new Star Wars movie, and the Fed’s big tease is over: Will rising interest rates revive old school metrics? Plus: what does the economy tell us about who will be president? For information regarding your data…
DuPont flirts, Yahoo fades, trustbusters gripe
Dec 10, 2015 • 26 min
Activist investors could be the big winners in a DuPont and Dow Chemical merger, and Yahoo should stop dithering its way to irrelevance. And what’s with this game of chicken companies keep playing with antitrust enforcers? All on this week’s edition of…
Sumner Redstone, BTG Pactual and the Paris climate talks
Dec 3, 2015 • 23 min
The 92-year-old controlling shareholder of Viacom and CBS is showing his age, while the Brazilian bank’s boss is in jail: Should either remain at the helm? Plus, the case for chipping away at climate change. All in this week’s edition of the Viewsroom.…
Introducing Viewsroom
Dec 3, 2015 • 0 min
A preview of the Viewsroom, a new Reuters podcast where each Breakingviews columnists will 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…