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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

Wild market swings are good reason to take stock

Amid the tariff volatility , shares of companies from Burberry to Hasbro have gyrated when reporting financial results. In this Viewsroom podcast, Breakingviews columnists debate why investors are rattled, how CEOs are responding, and whether the listed life looks less appealing. 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...

May 29, 202520 min

Gold glistens brighter in a chaotic world

The yellow metal ’s value rose by over a third in the past year, as volatile markets and a sliding dollar highlight the oldest safe haven . On this Viewsroom podcast, Breakingviews columnists debate the degree to which investors may be seeking a hedge against the whims of states. 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...

May 22, 202519 min

Pauses, tweaks and can-kicking are new trade norms

The US inked a deal with the UK and agreed to freeze triple-digit tariffs on China . In this Viewsroom podcast, Breakingviews columnists explain what these agreements reveal about the Trump administration’s negotiating hand, and what trade is likely to look like in the 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. Visi...

May 15, 202523 min

Buffett’s $350 bln parting gift is double-edged

The Sage of Omaha is preparing to step down, handing the reins of Berkshire Hathaway over to Greg Abel. In this Viewsroom podcast, Breakingviews columnists debate the challenge of putting an enviable cash pile to work in the shadow of an investing legend’s track record. 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 megap...

May 08, 202525 min

CK Hutchison deal is test of Chinese hospitality

The Li clan is facing political hurdles as it tries to offload the docks business to BlackRock for $23 billion. In this Viewsroom podcast, Breakingviews columnists explain why China objects, and why it might create bigger problems for inward investment. 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...

May 01, 202524 min

The China-US trade war is set to keep spiraling

Across multiple administrations and both political parties, the United States has steadily sought to contain the rise of the People’s Republic . In this week’s Viewsroom podcast, Breakingviews columnists discuss the measurable extent of the break between the global titans. 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 me...

Apr 24, 202525 min

How Trump’s tariff turmoil scarred global markets

Stocks and government bonds have steadied following dramatic falls triggered by the US president’s trade war . Yet the policy may yet do lasting damage. In this Viewsroom podcast, Breakingviews columnists examine the possible long-term effects on US Treasuries and the dollar . 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...

Apr 17, 202530 min

US tariff mania keeps everyone on edge

President Trump’s import-levies bonanza , however it evolves, is arbitrary enough to upend easy assumptions about how the White House , the Federal Reserve and American trade partners can or will proceed. In this week’s Viewsroom podcast, Breakingviews columnists gauge the fallout. 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....

Apr 10, 202527 min

Klarna tests the waters for a ‘normal’ IPO

The buy-now-pay-later firm is pushing through a still-thin pipeline toward a listing . Despite a high-tech sheen, it’s less tied to the big themes of the moment than recent disappointing offerings. In this week’s Viewsroom podcast, Breakingviews columnists debate its prospects. 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...

Apr 03, 202522 min

‘Pro-growth’ M&A policing is a misnomer

The transatlantic trustbusting consensus forged by Lina Khan and Margrethe Vestager is already fraying. In this week’s Viewsroom, Breakingviews columnists discuss if it will lead to mergers involving national champions such as GSK and BP, and in turn remedy some economic ills. 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...

Mar 27, 202526 min

US markets’ exceptionalism goes into reverse

After years of setting the global pace , the S&P 500 Index has dropped 9% from its peak while Hong Kong and Europe benchmarks rise. In this week’s Viewsroom podcast, Breakingviews columnists discuss whether trade wars and threats to the rule of law portend a durable shift. 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...

Mar 20, 202521 min

Germany’s fiscal pivot gives Europe rare hope

The nation known for anti-deficit orthodoxy faces an economic slowdown and US antagonism. Likely Chancellor Friedrich Merz’s response: boost spending by more than 500 bln euros. In this week’s Viewsroom podcast Breakingviews columnists discuss the jolt to the whole continent. 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...

Mar 13, 202525 min

China’s AI catch-up begins to look inevitable

Beijing’s leap in developing silicon smarts, embodied in DeepSeek’s shockingly cheap model , will challenge US attempts to restrict cutting-edge technology. In this week’s Viewsroom podcast, Breakingviews columnists debate whether it will destabilize the AI market. Learn more about your ad choices. Visit megaphone.fm/adchoices...

Mar 06, 202522 min

Unpredictable White House vexes CEOs everywhere

President Donald Trump’s upheaval of governance norms is a destabilizing force. His policies and pronouncements make it harder for bosses to allocate capital. In this week’s Viewsroom podcast, Breakingviews columnists discuss the impact on corporate America, and beyond. 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 megap...

Feb 27, 202526 min

German elections chart course for a lonely Europe

Voters in the EU’s largest country are set to go to the polls as US leaders threaten to withdraw military support from the continent, economic malaise lingers, and the far-right AfD gains ground. In this Viewsroom podcast, Breakingviews columnists debate the electoral stakes. 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...

Feb 20, 202524 min

Japan’s M&A wave is just getting started

The country’s corporate giants, nudged by reform, are exploring big deals . Carmakers Honda and Nissan, convenience store 7-Eleven’s owner and others are testing waters at home and abroad. In this week’s Viewsroom podcast, Breakingviews columnists debate how far it will go. 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...

Feb 13, 202518 min

US tariff posturing is dangerous game of chicken

Donald Trump’s hastily enacted and retracted trade wars are ratcheting up global tensions as Europe , China and Latin American countries prepare to retaliate . In this Viewsroom podcast, Breakingviews columnists debate the motivation for trade wars and why there will be no winners. 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....

Feb 06, 202527 min

DeepSeek scrambles AI development reasoning

Breakthrough cost-efficiency claims from the made-in-China model stunned investors expecting a spending splurge, eroding $600 bln of chipmaker Nvidia’s value. In this week’s Viewsroom podcast, Breakingviews columnists debate what the advance means for machine-learning hype. 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...

Jan 30, 202524 min

Trump’s day-one flurry buries plenty

The new US president began his term with a rush of orders signaling an immigration crackdown, shifting energy policy and more . In this Viewsroom podcast, Breakingviews columnists debate how much will stick and why the trade barriers at the heart of his agenda are missing. 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 me...

Jan 23, 202525 min

Bond chaos induces headaches worldwide

Rising yields on long-term US debt , now around 5% despite the Fed’s cuts , are having ripple effects across the globe. Leaders in Britain and beyond may be forced to rethink their policies. In this Viewsroom podcast, Breakingviews columnists explain the potential pain 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. Vi...

Jan 16, 202522 min

Altered states will rule in 2025

From President-elect Donald Trump’s whims to volatile capital markets, uncertainty is rising worldwide. In this Viewsroom podcast, Breakingviews columnists share predictions for how robotic cars , obesity drug-fueled M&A or a smartphone backlash will take root amid the upheaval. Access the Predictions 2025 e-book here . Browse all predictions online here . Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm...

Jan 09, 202526 min

Hot topics of 2024 will smoulder into new year

Inflation in the United States , a struggling Chinese economy and Boeing’s existential challenges were among the stories that dominated this year. In this Viewsroom podcast, Breakingviews columnists explain why these issues – among others – will keep cropping up in 2025. 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...

Dec 19, 202428 min

French political stalemate threatens its economy

The country is without a prime minister after Michel Barnier lost a no-confidence vote. That will make it hard to cut the large budget deficit . In this Viewsroom podcast, Breakingviews columnists explain why a long crisis would deter foreign investors and damage France’s growth. 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...

Dec 12, 202421 min

Drugmakers brace for US political side effects

Donald Trump’s health agency nominee, Robert Kennedy, brings dangerous views on vaccines as well as skepticism about sky-high medicine prices. In this week’s Viewsroom, Breakingviews columnists discuss the impact on giants like Novo Nordisk and how other countries might react. 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...

Dec 05, 202418 min

Gautam Adani is promise and peril of Indian growth

With $31 bln of debt, deep links to the banking system and a star role in India’s energy transition, the tycoon’s empire is a crucial part of the fifth-largest economy . In this week’s Viewsroom, Breakingviews columnists discuss how US bribery charges will test those dependencies . 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....

Nov 28, 202421 min

Gulf states wedge AI efforts between superpowers

The United Arab Emirates and Saudi Arabia are building home-grown silicon smarts and forging links with the likes of Microsoft . In this Viewsroom podcast, Breakingviews columnists discuss how the region is muscling its way into a technology arms race between China and the US. 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...

Nov 22, 202422 min

Trump trades will run into Trump reality

The president-elect’s victory sparked wild euphoria in markets . Now comes the realization that tariffs and immigration crackdowns threaten major costs, including the return of inflation. In this Viewsroom podcast, Breakingviews columnists discuss the globe-spanning concerns 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 14, 202422 min

Trump 2.0: taxes, tensions, tariffs, turbulence

In a decisive comeback victory for his third White House run, Donald Trump notched gains across a wide set of voters and issues . In this week’s Viewsroom podcast, Breakingviews columnists debate the chaotic consequences now looming worldwide. 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...

Nov 07, 202422 min

Robust banks impair pleas for lighter regulation

Lenders on both sides of the Atlantic are doing relatively well, despite concerns over the effect of shifting rates. In this Viewsroom podcast, Breakingviews columnists debate what is driving growth , and why CEOs are simultaneously bemoaning increased scrutiny from watchdogs. Learn more about your ad choices. Visit megaphone.fm/adchoices...

Oct 31, 202425 min

UK budget is a tightrope walk over a black hole

Finance Minister Rachel Reeves is due to set out tax and spending pledges while hemmed in by campaign promises and economic reality - even if debt rules are tweaked. In this Viewsroom podcast, Breakingviews columnists discuss the tall task of selling it to the public and markets. 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...

Oct 24, 202415 min
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