Thursday · 21 min
V
Viewsroom
Reuters
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.
- 21 episodes
- weekly
- Avg 20 min
- English
Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.
- VSeptember 10 · 20 min
Nvidia is a $5 trln immovable object
Not content to supply the leading silicon for powering chatbots, boss Jensen Huang is using his vast cash hoard to prop up customers and forestall rivals. In this week’s Viewsroom, Breakingviews columnists debate whether it can withstand the unstoppable force of competition.
- VSeptember 3 · 24 min
Globetrotting banks are back
After painful years of post-crisis retrenchment, the likes of Banco Santander and JPMorgan are once again expanding across borders. In this week’s Viewsroom, Breakingviews columnists debate whether the market will reward them, or if they’re just recreating pre-2008 risks. Breakingviews: Why big banks are going global once again 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VAugust 27 · 18 min
Warsh’s silence faces Jackson Hole test
The Fed chair will speak Friday at the annual central bankers gathering. In this Viewsroom podcast, Breakingviews columnists discuss if he can keep markets focused on the economy while dodging thorny topics like interest rates and the global backlash to his communication style. Breakingviews: Kevin Warsh answers uncertainty with silence 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VAugust 20 · 20 min
Heat-scorched Europe faces chilling future
EU policymakers envisage €700 bln of annual spending to hit its clean-energy targets, but only a fraction of that sum on adapting to an already-changed climate. In this week’s Viewsroom, Breakingviews columnists discuss the thin ice beneath an unsteady political consensus.
- VJuly 30 · 20 min
Shein’s fraying profit sets up drab IPO
The Chinese-founded fast-fashion retailer has released financial details ahead of its long-awaited Hong Kong float. In this Viewsroom podcast, Breakingviews columnists explain how a pushback against its business model in the West may have collapsed the valuation to just $10 bln.
- VJuly 23 · 19 min
The AI hacking wave is here
From a cyberattack on Jaguar Land Rover to state-sponsored espionage campaigns, hackers are busier than ever. In this week’s Viewsroom, Breakingviews columnists discuss how chatbots will turbocharge the threat, and whether this will revitalize or vaporize the security industry. Breakingviews: Cybersecurity costs will shrink AI’s profit boost Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VJuly 16 · 19 min
Wealth crackdown will dent Hong Kong’s revival
China wants tighter controls on cross-border flows, which could make it harder for Hong Kong to sustain its new position as the world’s top offshore centre. In this Viewsroom podcast, Breakingviews columnists debate what this means for HSBC, AIA and China’s economy.
- VJuly 9 · 18 min
Comcast models TV crack-up
The empire led by Brian Roberts will split into a cable and a media company, after steadily rising pressure halved its share price. In this week’s Viewsroom, Breakingviews columnists play out the deals that could follow, and why any buyer could just inherit the same doom loop.
- VJuly 2 · 20 min
Booze-makers have reason to be in low spirits
Whiskey distiller Brown-Forman’s $30 bln tie-up talks point to a broader problem. Older drinkers are disappearing, and younger ones have different, more moderate tastes. In this week’s Viewsroom, Breakingviews columnists discuss the leaner future for alcohol purveyors. Big Booze can sweat off its multi-year hangover Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VJune 25 · 18 min
Volatile AI costs may spark efficiency rethink
Spending by companies on software and models could hit $680 bln next year. In this Viewsroom podcast, Breakingviews columnists debate whether AI giants like OpenAI and Anthropic will benefit from new pricing or whether soaring costs will push CFOs to seek cheaper options. Breakingviews: Corporate AI sticker shock will force restraint Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VJune 18 · 17 min
Europe barrels towards China trade spat
German Chancellor Friedrich Merz and his counterparts are reluctantly contemplating action to address a yawning €360 bln deficit with the People’s Republic. In this week’s Viewsroom, Breakingviews columnists debate whether the continent can actually form a united front. Breakingviews: Merz wavering cripples EU’s tough China stand Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VJune 11 · 21 min
The Fed’s new boss gets too much of what he wants
As once-vocal inflation hawk Kevin Warsh prepares for his first meeting as the central bank’s chair, prices are now rising at a sharp 4% rate. In this week’s Viewsroom, Breakingviews columnists debate how he can square the obvious remedy with President Trump’s rate-cut demands. Breakingviews: Summer heat will make Warsh sweat Breakingviews: Vanishing Fed rate cuts could buy time for Warsh Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VJune 4 · 19 min
BP chairman debacle will cast a long shadow
The $113 bln oil major is reeling after it parted company with the leader of its board, Albert Manifold. In this Viewsroom podcast, Breakingviews columnists discuss the company’s governance missteps, and why the latest drama makes it vulnerable to a takeover. Breakingviews: BP chair requires low testosterone, iron backbone Breakingviews: BP permacrisis overshadows strategic success Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VMay 28 · 20 min
SpaceX $1.75 trln IPO will test investor stomachs
Elon Musk’s rocket company is preparing for a stock market take-off. In this Viewsroom podcast, Breakingviews columnists debate how the Tesla boss explains the stratospheric valuation, and why shareholders might be willing to forgo basic rights to get a slice of the action. Breakingviews SpaceX interactive calculator Breakingviews: SpaceX orbits an AI black hole The Big View: Separating science fiction from fact at SpaceX Breakingviews: SpaceX’s $1.75 trln hope rests on Musk imagination Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VMay 21 · 21 min
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.
- VMay 14 · 21 min
India is patient zero for AI job loss onslaught
The country’s $4 trln consumer-led economy is already seeing a slowdown in hiring and firms like Oracle are laying off staff. In this Viewsroom podcast, Breakingviews columnists explain why India is so vulnerable and how the situation may play out elsewhere. Breakingviews: AI job shock risks throttling India’s consumption Breakingviews: India IT needs new model to code past AI crunch Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VMay 7 · 24 min
Elections raise stakes of Britain’s fiscal dilemma
With UK 10-year debt yielding 5%, roughly the highest in over a decade, PM Keir Starmer may face brutal losses in local polls. He could then leave, or steer left. In this Viewsroom podcast, Breakingviews columnists discuss the impact on the country’s budget policy and markets. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VApril 30 · 21 min
Europe oil shortages create Wile E. Coyote moment
The Iran conflict is showing no signs of ending with the price of crude teetering above $100 a barrel. In this Viewsroom podcast, Breakingviews columnists discuss how the fallout from the closure of the Strait of Hormuz will be felt acutely in Europe when the crunch arrives. Breakingviews: Oil market’s demand crunch is about to go global Breakingviews: Airline fuel cloud lacks 2022-style silver lining Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
- VApril 23 · 22 min
Beijing auto jamboree ponders battery conundrum
The world’s largest carmakers descended on the Chinese capital for the industry’s annual shindig. In this Viewsroom podcast, Breakingviews columnists debate whether $100-a-barrel oil will jolt demand for electric vehicles, or if economic pain will deter consumers from splurging. Breakingviews: Oil shock will speed electric cars’ comeback Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices