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
201
Viewsroom: Disastrous debate, Italian soccer deal
The first of the U.S. presidential debates was shambolic, with almost no substance on economic policy for investors or markets to sink their teeth into. On a lighter front, though, Italy’s Serie A soccer league has a chance to regain its glory. Breakin...
25 min
202
Viewsroom: The dream team to fix America’s economy
As voters head into the final stretch of the U.S. presidential election, Breakingviews has released a new interactive tool to help Joe Biden or Donald Trump pick a cabinet of economic all-stars. Listen to our picks for the battling candidates and learn...
33 min
203
Viewsroom: Credit-UBS, Bernard Arnault and Japan
A merger of Credit Suisse and UBS has some merits on paper, but would be bloody in practice, says Liam Proud. Plus, the LVMH billionaire’s impeccably ruthless dealmaking is on full display with the Tiffany takeover. Pete Sweeney and Sharon Lam discuss ...
22 min
204
Viewsroom: Republicans hammer it home
At their quadrennial convention, the GOP didn’t give much insight into what four more years of Trump would look like. But they were consistent in battering the Democrats and Joe Biden as a Trojan horse for socialism and other...
11 min
205
Viewsroom: Democrats pitch normalcy first
The Democratic National Convention wound up four days of speeches and spectacle with no unforced errors, a broadly appealing economic message and, above all, a call for a restoration of broken norms. Next up, the Republicans. Rob Cox, John Foley and An...
14 min
206
Viewsroom: Biden takes corporate succession cue
The presumptive Democratic candidate to challenge Donald Trump for the presidency chose California Senator Kamala Harris as his running mate. Gina Chon and Rob Cox discuss the parallels with corporate succession planning and what the choice says about ...
13 min
207
Viewsroom: Silicon Valley spotlight
The CEOs of Big Tech companies faced off against U.S. lawmakers during an antitrust hearing that raised new evidence about past acquisitions. Meanwhile, Japan’s Ootoya and Colowide engage in a food M&A fight. And: SoftBank CEO Mas...
24 min
208
Viewsroom: Europe’s big money moment and baijiu
The 750 bln-euro stimulus package agreed to by EU leaders this week was a test of the region’s political resiliency, may be a big deal for the single currency and could lead to more capital markets and M&A activity, EMEA Editor Peter Thal Larsen ex...
17 min
209
Viewsroom: Wall Street, Huawei, Chinese taxpayers
Investment bankers have had a very nice lockdown indeed, says U.S. Editor John Foley. British Prime Minister Boris Johnson backtracks on 5G, delivering his pal Donald Trump a tech victory against China. Meantime President Xi Jinping takes some unusual ...
28 min
210
Viewsroom: Chinese access to U.S. money, Boohoo
Chinese companies’ access to American capital is imperiled for all sorts of reasons, says Hong Kong columnist Robyn Mak. The stingy LBO of New York-listed Sina by its CEO won’t help. Also, British fast-fashion retailer Boohoo’s not-qu...
22 min
211
Viewsroom: Wirecard, Hong Kong and Tesla
The German fintech scandal shines a light on its hapless regulator; China’s new security law stinks up the fragrant harbor and Elon Musk hasn’t just surpassed Toyota in market value, he’s becoming as rich as Croesus. Breakingviews columnists around the...
25 min
212
Viewsroom: Reparations math, the coming WFH battle
As America continues to grapple with the legacy of slavery, Breakingviews columnists debate the financial question of whether the government, and some corporations, have a debt to repay. And Pete Sweeney dives deep into the post-pandemic future of work...
28 min
213
Viewsroom: Stock underwriting bonanza, Vietnam
Equity capital markets bankers are having their day in the sun as companies scramble to raise money while central banks pump liquidity into the financial system, Breakingviews editors explain. Plus: Asia columnists Robyn Mak ...
21 min
214
Viewsroom: Global takeaway and Cathay
Nothing sums up pandemic dealmaking quite like this: As a merger of America’s top shopping mall operators crashed and burned, two of the world’s biggest food-delivery companies joined forces. Also, Cathay gets a bailout and so might t...
32 min
215
Viewsroom: Not the same as it ever was
After the Covid-19 pandemic has passed, will we still shake hands, ride elevators, go to sports matches and go on dates? Will taxes surge to pay for massive government budget deficits? Breakingviews editors chew over some highlights from their new e-bo...
18 min
216
Viewsroom: Hong Kong crunch
U.S. Secretary of State Mike Pompeo declared the Asian financial hub no longer autonomous from China, days after Beijing unveiled plans to ban sedition and subversion there. Breakingviews columnists in the city untangle what it means amid the trade war...
15 min
217
Viewsroom: Reopening after the pandemic
Major economies like Italy and Switzerland are attempting to return to normal, but with notable differences, as columnists in both countries discuss. And Sharon Lam in Hong Kong talks about the future of leisure and business travel with Global Editor R...
28 min
218
Viewsroom: Cashing out of BlackRock
Boss Larry Fink has lost his biggest shareholder, and former owner as U.S. bank PNC sells its 22% stake in the world’s largest money manager. But the exit could be beneficial for both firms. Plus: Sweden’s Covid-19 plan will be hard to replicate. And: ...
33 min
219
Viewsroom: Mega-mega mergers
The Great Lockdown will inevitably encourage governments to foster the creation of ever-larger “national champions” through corporate consolidation. Rob Cox, Edward Chancellor and Lauren Silva Laughlin discuss possible combos – and why this wo...
28 min
220
Viewsroom: Big trouble ahead
Breakingviews columnist and founder Hugo Dixon discusses his column with Rob Cox on how taxpayer-funded bailouts are likely to encourage excessive risk-taking in the future and provoke new populist backlashes when the bills need to be paid. Also, where...
35 min
221
Viewsroom: The F’d up oil market
Breakingviews columnists in London, Mumbai and Brooklyn discuss what’s going on in the global energy markets amid the coronavirus crisis, as well as Facebook’s big Indian deal and the U.S. government’s attempt to prop up small businesses with ...
38 min
222
Viewsroom: Freebies no more
Breakingviews columnists check in from home in New York, San Francisco and Hong Kong to discuss disappearing Silicon Valley perks like free meals and booze, office activism at tech firms, the mystery of China’s 20 million lost mobile-phone...
25 min
223
Viewsroom: Vices and more
Breakingviews columnists in Ireland, New York and Lantau check in with Editor Rob Cox to discuss Jamie Dimon’s annual letter and coming earnings onslaught, fraud at Luckin Coffee and, everybody’s favorite coronavirus obsessio...
36 min
224
Viewsroom: Lingering lockdowns
Breakingviews journalists around the globe check in with Editor Rob Cox to discuss Silicon Valley’s response to the coronavirus, how European regulators are forcing banks to hoard dividends, and one of the biggest corporate rescues yet of the ...
35 min
225
Viewsroom: Lives under lockdown
From Milan to Mumbai to Manhattan, Breakingviews journalists are staying put to help stop the spread of coronavirus. Editor Rob Cox checks in with columnists in India, where 1.3 bln people are housebound; New York City, the epicenter of the U.S. crisis...
25 min