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.
1
Private credit casts a shadow across Wall Street
Bumper returns promised by the $3.5 trln non-bank lending industry are giving way to rising defaults and falling income. In this week’s Viewsroom, Breakingviews columnists discuss how old-guard financiers juiced the trade with extra leverage, and the fresh dangers it poses.
20 min
2
India is patient zero for AI job loss onslaught
20 min
3
Elections raise stakes of Britain’s fiscal dilemma
23 min
4
Europe oil shortages create Wile E. Coyote moment
20 min
5
Beijing auto jamboree ponders battery conundrum
21 min
6
Gloomy global economy looks light on solutions
Economists gathered this week for the IMF and World Bank meetings amid soaring oil prices. In this Viewsroom podcast, Breakingviews columnists discuss how debt-laden countries face an impossible task of managing inflation, higher rates and defence demands while protecting voters.
22 min
7
Food giants strain to cut the corporate mustard
Whether it’s Kraft Heinz weighing a split of its ketchup and hot-dog units or Unilever sealing a $65 bln mayonnaise deal, edible empires are coming apart. In this week’s Viewsroom, Breakingviews columnists debate consumer groups’ sticky spot between ultra-budget and luxe rivals.
16 min
8
Revived dealmakers confront resurgent challenges
24 min
9
Novo Nordisk is Denmark’s big little problem
21 min
10
The AI boom tests its limits
OpenAI and Anthropic, together valued at over $1 trln, have raised vast sums from a panoply of backers in the thus-far unprofitable quest to perfect silicon intelligence. In this week’s Viewsroom, Breakingviews columnists discern the signs that this enthusiasm is hard to sustain.
22 min
11
A global energy squeeze is now unavoidable
23 min
12
Iran strikes plunge globe back into energy chaos
Attacks launched by the United States and Israel led to immediate escalation, embroiling neighboring countries and imperiling key oil and gas shipping routes. In this week’s Viewsroom, Breakingviews columnists debate the lasting impact on the region and the world.
19 min
13
Trump’s tariff upset has plenty of upside
The US may be on the hook for $175 bln worth of refunds after the Supreme Court deemed the president’s tariffs illegal. In this Viewsroom podcast, Breakingviews columnists discuss the opportunities for countries now eyeing a weakened Trump and what’s likely to come next.
21 min
14
European rearmament is a how-to-spend-it problem
19 min
15
IT bloodbath is double whammy for buyout barons
21 min
16
Japan election may win back domestic investors
18 min
17
New York markets’ siren song is hard to resist
24 min
18
Miners are excavating long-sought mega-deals
20 min
19
Europe heads for White House collision course
The extraordinary US incursion into Venezuela and threats over Greenland have made clear President Trump’s intent to rule by world-spanning whim. In this week’s Viewsroom, Breakingviews columnists debate the logic of belligerence and what it means for historic allies.
21 min
20
Breakingviews envisions the far side of the boom
22 min
21
Made in China’s success story is tentative at best
The world’s second-largest economy posted a record $1 trln trade surplus for the first 11 months of 2025. In this Viewsroom podcast, Breakingviews columnists discuss how Beijing’s plan to make high-end tech goods has paid off, and why a US trade war could spoil the party.
19 min
22
Warner Bros is the poison apple of Hollywood’s eye
18 min
23
A Ukraine deal would be peace in name only
President Trump is pushing to broker an end to Russia’s deadly invasion, on terms that have caused alarm in Europe. In this Viewsroom podcast, Breakingviews columnists discuss what a truce would mean for markets, and why they won’t just go back to normal.
20 min
24
Tech giant debt splurge ratchets up systemic risks
17 min
25
Britain’s fiscal ship lost at sea
21 min