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Viewsroom

Reuterswww.reuters.com
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

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 week’s Viewsroom, Breakingviews columnists debate whether it will happen, or if egos and fear of past failure will reign. 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. Visi...

Jan 22, 202621 min

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 this week’s Viewsroom, Breakingviews columnists debate the logic of belligerence and what it means for historic allies . 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 megaph...

Jan 15, 202623 min

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 into pickleball courts. In this Viewsroom episode, Breakingviews columnists discuss their favourite prognostications. Gain and pain will battle for leading role in 2026 Breakingviews Predictions 2026 – Far Side of the Boom Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit meg...

Jan 08, 202623 min

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 columnists discuss how Beijing’s plan to make high-end tech goods has paid off, and why a US trade war could spoil the party. 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 meg...

Dec 18, 202520 min

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 columnists discuss its latest $83 bln deal with Netflix, a gatecrash bid from a rival, and whether a happier ending could be in store. 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. ...

Dec 11, 202519 min

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, Breakingviews columnists discuss what a truce would mean for markets, and why they won’t just go back to normal. 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/adchoic...

Dec 04, 202521 min

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 why juicy profits will not be enough to fund their rapid expansion. But raising debt will only extend contagion 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 megapho...

Nov 27, 202518 min

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 other policies. In this Viewsroom podcast, Breakingviews columnists discuss what to expect and why the economic picture is so glum. 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. V...

Nov 20, 202523 min

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. In this anniversary edition of Viewsroom, they reflect on continuity and change in a quarter-century of agenda-setting insight. 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...

Nov 13, 202530 min

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 Viewsroom podcast, Breakingviews columnists explain how this cheaper offering may give Beijing more soft power globally. 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 mega...

Nov 06, 202521 min

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...

Oct 30, 202527 min

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. Vis...

Oct 23, 202517 min

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 meg...

Oct 16, 202522 min

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. Vi...

Oct 09, 202520 min

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. Vi...

Oct 02, 202529 min

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. V...

Sep 25, 202523 min

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/a...

Sep 18, 202526 min

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. Vi...

Sep 11, 202526 min

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 m...

Sep 04, 202523 min

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/adcho...

Aug 14, 202517 min

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 ...

Aug 07, 202522 min

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 mega...

Jul 31, 202523 min

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...

Jul 24, 202527 min

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/...

Jul 17, 202521 min

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. V...

Jul 10, 202526 min

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...

Jul 03, 202520 min

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 m...

Jun 26, 202517 min

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 mega...

Jun 19, 202524 min

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...

Jun 12, 202526 min

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. ...

Jun 05, 202527 min
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