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
OpenAI’s boardroom drama is far from over 23.11.2023 15:12
Sam Altman will return to the helm of the artificial intelligence firm after a torrid week of resignations. In this Viewsroom podcast, Breakingviews columnists explain how the saga has raised concerns about governance, the future of AI and an alarming cult of the CEO. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit mega...
Biden and Xi’s warmer ties look flimsy 16.11.2023 15:29
The leaders of the largest economies resumed high-level communication following years of tension. In this Viewsroom podcast, Breakingviews columnists explain how Taiwan as well as anti-China rhetoric in the lead-up to next year’s US election could undo any goodwill. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphon...
Wind woe opens door for alternative green ideas 09.11.2023 21:01
Shares of Orsted and Siemens Energy are being battered by their inability to boost profits. In this Viewsroom podcast, Breakingviews columnists explain how trouble in offshore wind may encourage investors to back other clean energy segments like battery storage, cables and solar. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...
Japan’s rates tweak is careful and crafty 02.11.2023 14:00
The central bank changed its policy to allow higher 10-year bond yields. Unlike the US, it can afford to raise borrowing costs slowly as inflation is low. In this Viewsroom podcast, Breakingviews columnists explain why monetary tightening as others loosen may give Tokyo an edge. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also v...
Real big energy: Exxon and Chevron swim upstream 26.10.2023 15:28
The two US oil titans unveiled acquisitions worth more than $100 bln combined within weeks of each other. In this Viewsroom podcast, Breakingviews columnists discuss what’s powering the renewed consolidation push, as well as the threats posed to the industry by a greener market. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also v...
Gaza turmoil’s repercussions extend far and wide 19.10.2023 21:27
Among other consequences, Israel’s new war complicates the path to friendlier relations between itself and Saudi Arabia. In this Viewsroom podcast, Breakingviews columnists discuss the possible scenarios for the region, but also its implications for the US government. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaph...
Smaller banks pose big problems for regulators 12.10.2023 19:31
Britain’s Metro Bank came close to the brink, while several US regional players failed earlier in 2023. In this Viewsroom podcast, Breakingviews columnists debate whether watchdogs have the right tools to deal with such situations, and whether they’re brave enough to use them. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis...
Big Four scandals will derail breakup plans 05.10.2023 19:47
EY and PwC are dealing with issues in their tax and consulting units. In this Viewsroom podcast, Breakingviews columnists explain how falling valuations of rivals like Accenture as well as questions about the stability of consulting fees will mean these firms may stick together. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also v...
European listing exodus is just beginning 28.09.2023 21:49
Building materials firm CRH and packaging giant Smurfit Kappa are among a growing list of companies seeking to decamp from Europe to US exchanges. In this Viewsroom podcast, Breakingviews columnists discuss what is prompting groups to leave and why the rot is unlikely to ease. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis...
Listing duo offers followers a cautious playbook 21.09.2023 13:06
Chip designer Arm and grocery delivery company Instacart have secured relatively successful stock launches, offering hope of a wider reopening of the IPO market. In this Viewsroom podcast, Breakingviews columnists explain how cornerstone investors and lowly valuations helped. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visi...
BP CEO exit raises strategy and board questions 14.09.2023 19:37
Bernard Looney resigned after he failed to disclose past relationships with staff. In this Viewsroom podcast, Breakingviews columnists debate what that means for the oil giant’s commitment to net zero, and whether BP’s board did all it could have done. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices...
Arm’s IPO valuation rests on big dose of hope 07.09.2023 16:26
The SoftBank-owned chip designer is getting ready to list. In this Viewsroom podcast, Breakingviews columnists argue that even the company’s reduced price tag of $50 bln is still far too high, and debate what investors would have to believe to buy the shares. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/ad...
African coups will ramp up scramble for minerals 31.08.2023 15:13
Gabon’s government was overthrown by a military revolt, following similar unrest in Niger. In this Viewsroom podcast, Breakingviews columnists discuss how instability in producers of key resources like manganese and uranium will lead global powers to hunt for more stable sources. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...
China’s sliding currency is vote of no confidence 24.08.2023 15:07
The People’s Republic is scrambling to stop the yuan’s weakening against the US dollar. In this Viewsroom podcast, Breakingviews columnists discuss capital flight pressures and tepid investor interest in the world’s second largest economy, and what that means for the wider world. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...
Arm float may deepen cracks in IPO market 17.08.2023 15:00
The chip designer is preparing a stock market listing in the US. Orders are already being lined up from customers like Amazon.com but in this Viewroom podcast Breakingviews columnists explain why it may not get a lofty valuation and how that could put off possible followers. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit...
Big Tech is mostly leaping a low bar 10.08.2023 13:29
The stock market’s mood increasingly hinges on the vagaries of tech giants like Meta, Amazon and Apple. In this Viewsroom podcast, Breakingviews columnists discuss how most of their recent earnings held up – even if only compared to muted expectations for their core businesses. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi...
Cracking the IPO window is a tall task 03.08.2023 20:49
Sandal-maker Birkenstock is among those angling to defy a downturn in stock-market debuts. In this Viewsroom podcast, Breakingviews columnists discuss how corporate hopefuls on both sides of the Atlantic are trying to thaw the deepest freeze on public listings since the pandemic. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...
Inflation dip puts central bankers in a pickle 27.07.2023 16:09
The Federal Reserve and ECB once again hiked interest rates. Yet US price rises are easing with few signs of economic pain. In this Viewsroom podcast, Breakingviews columnists discuss how this phenomenon, dubbed ‘immaculate disinflation’, complicates what policymakers do next. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis...
China’s growing pains are only just beginning 20.07.2023 20:45
The recovery in the world’s second largest economy is stalling. In this Viewsroom podcast, Breakingviews columnists discuss how that weakness will test President Xi Jinping’s resolve to deleverage sectors including property and add urgency to find new growth engines. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megap...
Thames Water’s leaky financials are far from fixed 13.07.2023 14:29
The privately owned UK water company managed to cobble together a rescue from existing shareholders. But in this Viewsroom podcast, Breakingviews columnists discuss why the fresh funds may not be enough, and the threat of nationalisation hangs over the sector as a whole. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit meg...
Canary Wharf faces stiff test to reinvent itself 06.07.2023 21:45
HSBC is quitting the financial hub and moving to smaller quarters. In this Viewsroom podcast, Breakingviews columnists discuss how hybrid working is an existential threat for commercial property and how Canary Wharf’s pivot to residential and retail may only be a partial salve. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi...
Putin’s problems are only minor boost for Ukraine 29.06.2023 24:30
The Russian president restored a semblance of calm in Moscow after an aborted mutiny. In this Viewsroom podcast, Breakingviews columnists debate what this means for the country’s invasion of its neighbour. It’s helpful, but not necessarily transformative, for Kyiv’s resistance. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi...
Rebuilding Ukraine: how much and who pays? 22.06.2023 18:11
Talk of reconstruction may seem premature with Russia still firing missiles at Kyiv. Yet that’s what policymakers and financiers gathered in London this week to debate. In this Viewsroom podcast, Breakingviews columnists discuss the cost, the timetable, and who picks up the tab. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also v...
Man United sale heads into messy added time 15.06.2023 11:30
The Premier League soccer club is in the final stages of a tense bidding war. In this Viewsroom podcast, Breakingviews columnists debate the merits of offers from a Qatari suitor and chemicals tycoon Jim Ratcliffe, and what options minority investors face if they are shut out. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis...
Saudi oil cuts collide with investor scepticism 08.06.2023 18:18
The Gulf state is slashing oil production in July and convinced OPEC+ to extend cuts to the end of 2024. In this Viewsroom podcast, Breakingviews columnists explain how these restrictions may still not be enough to convince investors to stop worrying about recession. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megapho...
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