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
China’s leaders pitch their tent in a rainstorm
The five-yearly Communist Party meeting known as the Third Plenum is historically tied with economic policy shifts. Slowing growth and rising trade tensions make the timing apt. In this Viewsroom podcast, Breakingviews columnists discuss what the event means for China’s future.
18 min
2
Trump 2.0 might be the same, but much more
After an earth-shaking few weeks in US politics, the Republican presidential candidate’s odds of returning to the White House look higher. In this Viewsroom podcast, Breakingviews columnists discuss what a second term might look like, and why Trump might be empowered this time.
23 min
3
Booze-free beverages are no small beer
Carlsberg’s $4 bln deal to buy soft-drinks maker Britvic is just the latest foray by a big brewer into serving the alcohol-averse. In this Viewsroom podcast, Breakingviews columnists discuss whether it’s a seismic tobacco-like shift or a frothy attempt to fizz up profit margins.
17 min
4
UK elections herald return to tarnished stability
Polls suggest voters will hand Rishi Sunak’s Conservative Party a historic defeat. In this Viewsroom podcast, Breakingviews columnists discuss how a new government might pick up the pieces amid the legacy of a now-immutable Brexit and political turmoil engulfing global peers.
22 min
5
France raises ghosts of last euro zone crisis
French voters will go to the polls this weekend for the first round of the parliamentary elections. In this Viewsroom podcast, Breakingviews columnists discuss why the country’s rising bond yields and the risks of contagion will be uncomfortably familiar for investors.
13 min
6
European bosses can only envy Elon Musk
The Tesla chief’s $56 bln pay package is particularly vertiginous, but even less-blessed US CEOs do far better than their European peers. In this Viewsroom podcast, Breakingviews columnists discuss how the pay gap shapes executive habits across the Atlantic.
17 min
7
Europe’s election eruption threatens paralysis
Centrist and green parties saw big losses in a vote to elect the European Union’s parliament, sparking a shock snap election in France. In this Viewsroom podcast, Breakingviews columnists explain how ensuing instability could slow the continent’s response to urgent global issues.
23 min
8
India’s resilient democracy comes with a cost
Narendra Modi will have to rely on a coalition government after a shock upset in the national elections. In this Viewsroom podcast, Breakingviews columnists explain why politicians may dig deeper to support the poor and how power sharing may create challenges for big business.
19 min
9
Next UK leader will bang head against fiscal roof
Britain’s election in July is likely to hand power to the opposition Labour Party. In this Viewsroom podcast, Breakingviews columnists discuss how constrained finances could mean higher taxes. For business leaders, the promise of more stability may be as good as it gets.
17 min
10
Big Macs are pricing out American shoppers
The driving force of the world’s largest economy, US consumers, may be buckling under higher costs on everything from lattes to burgers. In this Viewsroom podcast, Breakingviews columnists debate whether Main Street stalwarts like Starbucks or McDonald’s face a reckoning.
18 min
11
The dollar and the yuan are polar opposites
The strong greenback and questions over a Chinese devaluation reflect the contrasting outlooks for the two economies. In this Viewsroom podcast, Breakingviews columnists debate why Beijing is unlikely to push down its currency and why the dollar will remain elevated.
14 min
12
HSBC’s big pair of shoes will be hard to fill
The surprise departure of boss Noel Quinn, who dramatically reshaped the firm, puts the globe-straddling bank on the spot: appoint a steward of its strategy from within, or a new thinker from outside? In this Viewsroom podcast, Breakingviews columnists debate the $170 bln choice.
21 min
13
Clash of the mining titans will get more bruising
Australian giant BHP’s $39 bln swing for Anglo American is a contentious, complex land grab for the metals key to a renewable future. In this Viewsroom podcast, Breakingviews columnists discuss the political and financial hurdles, and why this M&A contest has a way to run.
21 min
14
US economy is a victim of its own success
The United States emerged as the world’s growth engine at the IMF summit last week. In this Viewsroom podcast, Breakingviews columnists debate whether this debt-fuelled strength means that interest rates will stay high for longer and how that could raise the risk of a recession.
16 min
15
Telecom tycoon ensnared by his hefty debt machine
Patrick Drahi built the ocean-spanning Altice empire on the back of aggressive dealmaking and $60 bln of borrowing. The bill is coming due with interest rates elevated. In this Viewsroom podcast, Breakingviews columnists discuss what comes next as bondholders get restless.
19 min
16
How Boeing’s woes change everything but planes
Grave problems with the jetmaker’s 737 MAX have sparked a crisis. In this Viewsroom podcast, Breakingviews columnists explain whether rival Airbus offers a template for policymakers, the impact of a US export champion floundering, and why others may struggle to capitalize.
21 min
17
US antitrust push invites creative dealmaking
Policymakers and trustbusters are eyeing new restrictions on mergers and acquisitions. In this Viewsroom podcast, Breakingviews columnists unpack some imaginative workarounds being used by companies ranging from Big Tech to fast food.
21 min
18
Europe’s IPO window opens slowly for buyout barons
CVC floated beauty retailer Douglas, whose shares fell, while EQT received a warmer welcome for skincare group Galderma. In this Viewsroom podcast, Breakingviews columnists explain how to interpret the mixed message for private equity groups sitting on $3 trln of unsold assets.
14 min
19
Bank crises proved a mixed blessing for rivals
It’s 12 months since Silicon Valley Bank failed and Credit Suisse collapsed into the arms of UBS. In this Viewsroom podcast, Breakingviews columnists explain how bigger banks gorged on these lenders’ carcasses – and how the system’s underlying weaknesses have not gone away.
20 min
20
Japan’s rate shift will hit zombie firms hardest
The central bank could end an era of negative borrowing costs as early as next week. In this Viewsroom podcast, Breakingviews columnists argue that large companies are ready for the tightening, but many struggling small businesses could hit the wall even if policymakers go slow.
18 min
21
Lower rates, office return will ease property pain
The post-pandemic boom in hybrid work is causing trouble for banks that have lent heavily to office developers. But in this Viewsroom podcast, Breakingviews columnists explain how losses may be limited if central banks bring borrowing costs down and bosses call employees back.
14 min
22
Post-crisis Adani is cranking up his IPO factory
Indian tycoon Gautam Adani is on a comeback from a short-seller attack that stress-tested his $200 bln empire. In this Viewsroom podcast, Breakingviews columnists explain how the spotlight impacted his group and look at the next crop of listed companies it is set to produce.
17 min
23
Mining pain may be just getting started
Falling prices for nickel, lithium and copper have hit earnings at Glencore and Anglo American. In this Viewsroom podcast, Breakingviews columnists explain why competition and dwindling demand for electric vehicles will keep key battery commodities under pressure.
16 min
24
Deal famine is driving private equity evolution
M&A activity fell 30% in 2023 and this year is off to a relatively slow start. In this Viewsroom podcast, Breakingviews columnists discuss how a dearth of deals is spotlighting a shift of focus among traditional buyout houses like KKR and Carlyle into areas like private credit.
15 min
25
The obesity drug craze is entering its next phase
Eli Lilly and Novo Nordisk can’t keep up with demand for their weight loss medications. In this Viewsroom podcast, Breakingviews columnists discuss the hype among celebrities, the different approaches to prescribing them in the US and Europe, and how they can reshape the world.
22 min