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/adchoices...
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 pinstripes than blue collar. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
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 crown in China. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 recent ho-hum bank results. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
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 boosting bank teller pay. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
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 far fewer migrants looms. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
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 U.S. stress test. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
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 Breakingviews - talks about the role of evidence in the referendum campaign, and outlines his vision for the future of the EU. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoic...
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 and it could mean a cold wind is starting to blow in Silicon Valley. McDonald’s move to Chicago is a meaty win for the beleaguered city riddled with crime and a ballooning budget deficit. And finally, why lax gun laws in the U.S. are hurting the ...
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 the EU. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
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 and a pile of idle cash, however, could make the mediocre look awfully tempting. Meanwhile, wrestler Hulk Hogan's privacy case against news website Gawker took a bizarre turn as tech entrepreneur Peter Thiel acknowledged backing the lawsuit. Face...
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 electorate fed up with Wall Street and billionaires? And The Donald has yet to release his tax returns. Meanwhile, JPMorgan shareholders resoundingly bounced a proposal to study the possible benefits of splitting up the bank. Citigroup owners gave an eq...
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 parent Disney. Uber drivers, meanwhile, scored a win in New York, where the ride hailing service blessed their affiliation with a labor union that could help them negotiate better benefits. And in California, legal documents revealed how much Uber...
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 deliver meals with the morning paper pump up profit? Meanwhile, Elon Musk's electric car company is accelerating production, claiming demand is outstripping supply. Maybe that's true, but technological glitches and a lack of capital could hold the com...
Abbott, Abbvie and Sanofi are each paying up for takeoverpartners, while protecting the planet could be the investment dealof the century. Plus: Facebook forges ahead while Apple ambles. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 week. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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? See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
