Reuters
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.
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Episodes
We need to talk about Uber 23.02.2017 21:36
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 for Unilever? See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Trump's management failures 16.02.2017 24:19
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 parties like its 2007. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Keeping banks in the sin bin 09.02.2017 21:37
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 is such an unusual move. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoic...
The cost of jingoism 02.02.2017 32:03
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 shareholder rights. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Trump’s borderline tax ideas 26.01.2017 31:00
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 Man’s thinking. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Davos goes topsy-turvy 19.01.2017 22:30
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 investor rights disappear. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoi...
Trump's trickle-down ethics failure 12.01.2017 34:05
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 straightforward as it seems. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoice...
Viewsroom Predictions 2017: Part 2 05.01.2017 27:52
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 preparing for surprises. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoice...
Viewsroom Predictions 2017: Part 1 29.12.2016 44:47
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 wrong – about 2016. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Can Big Oil's man be diplomat-in-chief? 15.12.2016 29:06
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 hubris comes back to bite. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoice...
What's at stake in Trump vs China? 08.12.2016 28:28
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 easy move to monetize chess. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoic...
Is Trump's dealmaking already working? 01.12.2016 20:20
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 trillion industry on notice. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adcho...
Should Facebook root out fake news? 16.11.2016 11:55
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 his words on airlines. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
The President Trump effect 10.11.2016 18:37
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 political iconoclasts rejoice. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoi...
What to watch for beyond Clinton-Trump 03.11.2016 21:41
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 GE is shaking itself up. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoice...
AT&T's dog of a deal 27.10.2016 15:29
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 it be scrapped. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Airing Trump TV 20.10.2016 25:18
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 investors lose the plot. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Samsung's fiery future 13.10.2016 20:47
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 up by the pound's decline. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adcho...
Viewsroom: Twitter's takeover meltdown 07.10.2016 34:23
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 Fargo CEO nearing an end? See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoic...
Viewsroom: One hundred days of Brexit 30.09.2016 25:32
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 May. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apple’s driving ambition 23.09.2016 18:35
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 rather than settling. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wells Fargo stagecoach hits a ditch 16.09.2016 16:00
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 shipping industry woes. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoice...
Trump immigration plan deports $1 trillion 09.09.2016 23:15
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 ambitions stateside. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
A special message to our listeners 26.08.2016 17:46
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 @antonymcurrie Jen Saba @jennifersaba As always, you can read all of our columnists on Breakingviews.com See acast.com/privacy for privacy and opt-...
Viewsroom: Wall St activism; Obamacare; Wealth gap 19.08.2016 16:58
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 could be bad for democracy. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoic...
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