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