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.

News
1
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.
26 min
2
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.
20 min
3
Trump’s ‘beautiful’ bill leaves scars worldwide
25 min
4
Nippon Steel deal reveals cost of ‘America First’
19 min
5
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.
16 min
6
Israel-Iran crisis climbs ladder of financial risk
23 min
7
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.
24 min
8
AI arms race is only just getting started
26 min
9
Wild market swings are good reason to take stock
19 min
10
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.
17 min
11
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.
22 min
12
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.
23 min
13
CK Hutchison deal is test of Chinese hospitality
23 min
14
The China-US trade war is set to keep spiraling
24 min
15
How Trump’s tariff turmoil scarred global markets
28 min
16
US tariff mania keeps everyone on edge
26 min
17
Klarna tests the waters for a ‘normal’ IPO
21 min
18
‘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.
25 min
19
US markets’ exceptionalism goes into reverse
https://www.reuters.com/podcasts/the-big-view/us-markets-exceptionalism-goes-into-reverse-podcast-2025-03-20/
20 min
20
Germany’s fiscal pivot gives Europe rare hope
24 min
21
China’s AI catch-up begins to look inevitable
21 min
22
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.
25 min
23
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.
23 min
24
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.
17 min
25
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.
26 min