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
376
Trump’s borderline tax ideas
Two competing tariff ideas from President Trump and congressional Republicans bring merits but mostly unforeseen risks. Meanwhile, any cut in the corporate tax rate will benefit hapless Yahoo and its Asian holdings. Plus, why it pays to bet against Dav...
30 min
377
Davos goes topsy-turvy
Team Trump is AWOL at the World Economic Forum's annual alpine shindig while Theresa May's Brexit plan has people on edge. That left it to China's Xi Jinping to defend globalization. Elsewhere, U.S. bank earnings disappoint. And Snapchat...
21 min
378
Trump's trickle-down ethics failure
The president-elect's attempt to avoid conflicts of interest while in the White House is window-dressing that sets a bad example for his administration. Meanwhile, Trump's shadow hangs over the Detroit Auto Show. And his infrastructure plan i...
33 min
379
Viewsroom Predictions 2017: Part 2
Breakingviews columnists offer their take on the year ahead: magic mushrooms could be an economic and investment hit, big business will take drones to the skies and Uber's IPO faces an uphill struggle. Plus: Harry Potter's 20th anniversary is...
27 min
380
Viewsroom Predictions 2017: Part 1
Breakingviews columnists from Europe, Asia and the United States discuss what’s ahead, including Donald Trump and inequality, how smaller M&A deals will shine over big acquisitions, and why Disney may ponder buying Netflix. Plus, what we got right ...
44 min
381
Can Big Oil's man be diplomat-in-chief?
Trump's Exxon pick
28 min
382
What's at stake in Trump vs China?
The U.S. president-elect upended decades of diplomacy by taking a call from Taiwan's leader. But some U.S. companies will welcome his stance. And China has much to lose from any escalation. Also: Italy PM Renzi gets his marching orders. And there...
27 min
383
Is Trump's dealmaking already working?
The president-elect brought in a rare bipartisan player as Treasury secretary, Steven Mnuchin and saved 1,000 jobs in Indiana. But bigger economic challenges await. And he has yet to solve his business conflicts. Elsewhere, Dallas' pension woes pu...
19 min
384
Should Facebook root out fake news?
The social network is under fire for allowing erroneous and downright misleading media reports on its platform that may have swayed the U.S. presidential election. Meanwhile, Canada and Mexico prepare for a Donald Trump presidency. And Warren Buffett...
11 min
385
The President Trump effect
The incoming commander-in-chief's $1 trillion infrastructure pledge has buoyed builders and could even help the Fed. The bank stock rally, though, may lack a solid foundation – and Obamacare could be the election's Brexit analogy. Meanwhile,...
17 min
386
What to watch for beyond Clinton-Trump
Americans aren't just voting for the 45th president. House and Senate elections affect everything from Wall Street to the Supreme Court. And marijuana and healthcare figure prominently in state ballots. Meanwhile, there's more brouhaha around...
20 min
387
AT&T's dog of a deal
CEO Randall Stephenson's $85 billion offer for Time Warner lacks strategic rationale, has politicians of all stripes criticizing it - and has destroyed shareholder value while denying owners a vote. All it lacks so far is an activist shareholder...
14 min
388
Airing Trump TV
The presidential candidate's poor showing is hurting his businesses, but a news network could pay off if he loses the election. Saudi Arabia's monster bond deal can't mask bigger problems. And bank earnings take in the Wells Fargo effect...
24 min
389
Samsung's fiery future
Canceling production of its self-combusting Note 7 smartphone puts the company's reputation as well as $17 billion or more at risk. Cities, businesses and investors are putting Trump and Clinton to shame on climate change. Plus: Brexit politics ge...
20 min
390
Viewsroom: Twitter's takeover meltdown
The social network's stalled user and revenue growth is sending shareholders of Salesforce and other potential bidders running for cover. Meanwhile, Yahoo's email scans for U.S. authorities have rattled buyer Verizon. Plus: Is John Stumpf...
33 min
391
Viewsroom: One hundred days of Brexit
Oct. 2 marks 100 days since Britain’s vote to leave the EU. How has the economy fared, and will the City of London weather Brexit? Breakingviews writers discuss trade deals, financial services and the scale of the challenge facing Prime Minister...
24 min
392
Apple’s driving ambition
The iPhone maker’s desire to enter the auto market could benefit from taking a stake in Elon Musk’s Tesla. Recent actions by the BOJ may help kick start the Japanese economy. And what it means that hedge fund manager Leon Cooperman is fighting the...
17 min
393
Wells Fargo stagecoach hits a ditch
The bank that steered clear of the financial crisis breaks down after creating 2 mln fake accounts. New evidence undermines Donald Trump's claims few benefit from the U.S. economic recovery. And why Hanjin's corporate capsize may prompt attem...
15 min
394
Trump immigration plan deports $1 trillion
The iPhone 7 may seem like an underwhelming upgrade, but it sets the company up well for the rise of augmented reality. Donald's Trump's plans to curb visas and send illegal immigrants home defy economic logic. And scandal-prone VW takes its ...
22 min
395
A special message to our listeners
The Viewsroom is taking a short break during the dog days of summer. To help us improve the show, lend the Viewsroom team your thoughts by rating us and giving us a review on iTunes. You can also reach our hosts directly on Twitter: Antony...
17 min
396
Viewsroom: Wall St activism; Obamacare; Wealth gap
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...
16 min
397
India water woes; fintech; Trumponomics
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'...
16 min
398
U.S. election, European banks, Uber-Didi
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...
26 min
399
Clinton, Tech M&A, Facebook, Apple
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.
34 min
400
Republican convention, Tesla, banks
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...
22 min