Viewsroom

Amid the tariff volatility, shares of companies from Burberry to Hasbro have gyrated when reporting financial results. In this Viewsroom podcast, Breakingviews columnists debate why investors are rattled, how CEOs are responding, and whether the listed life looks less appealing. 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. 

The yellow metal's value rose by over a third in the past year, as volatile markets and a sliding dollar highlight the oldest safe haven. On this Viewsroom podcast, Breakingviews columnists debate the degree to which investors may be seeking a hedge against the whims of states. 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.  

The US inked a deal with the UK and agreed to freeze triple-digit tariffs on China. In this Viewsroom podcast, Breakingviews columnists explain what these agreements reveal about the Trump administration's negotiating hand, and what trade is likely to look like in the future. 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.  

The Sage of Omaha is preparing to step down, handing the reins of Berkshire Hathaway over to Greg Abel. In this Viewsroom podcast, Breakingviews columnists debate the challenge of putting an enviable cash pile to work in the shadow of an investing legend's track record. 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. 

The Li clan is facing political hurdles as it tries to offload the docks business to BlackRock for $23 billion. In this Viewsroom podcast, Breakingviews columnists explain why China objects, and why it might create bigger problems for inward investment. 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.

Across multiple administrations and both political parties, the United States has steadily sought to contain the rise of the People's Republic. In this week's Viewsroom podcast, Breakingviews columnists discuss the measurable extent of the break between the global titans. 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.

Stocks and government bonds have steadied following dramatic falls triggered by the US president's trade war. Yet the policy may yet do lasting damage. In this Viewsroom podcast, Breakingviews columnists examine the possible long-term effects on US Treasuries and the dollar. 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. 

President Trump's import-levies bonanza, however it evolves, is arbitrary enough to upend easy assumptions about how the White House, the Federal Reserve and American trade partners can or will proceed. In this week's Viewsroom podcast, Breakingviews columnists gauge the fallout. 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. 

The buy-now-pay-later firm is pushing through a still-thin pipeline toward a listing. Despite a high-tech sheen, it's less tied to the big themes of the moment than recent disappointing offerings. In this week's Viewsroom podcast, Breakingviews columnists debate its prospects. 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.

The transatlantic trustbusting consensus forged by Lina Khan and Margrethe Vestager is already fraying. In this week's Viewsroom, Breakingviews columnists discuss if it will lead to mergers involving national champions such as GSK and BP, and in turn remedy some economic ills. 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. 

After years of setting the global pace, the S&P 500 Index has dropped 9% from its peak while Hong Kong and Europe benchmarks rise. In this week's Viewsroom podcast, Breakingviews columnists discuss whether trade wars and threats to the rule of law portend a durable shift.   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. 

The nation known for anti-deficit orthodoxy faces an economic slowdown and US antagonism. Likely Chancellor Friedrich Merz's response: boost spending by more than 500 bln euros. In this week's Viewsroom podcast Breakingviews columnists discuss the jolt to the whole continent.  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.   

Beijing's leap in developing silicon smarts, embodied in DeepSeek's shockingly cheap model, will challenge US attempts to restrict cutting-edge technology. In this week's Viewsroom podcast, Breakingviews columnists debate whether it will destabilize the AI market.

President Donald Trump's upheaval of governance norms is a destabilizing force. His policies and pronouncements make it harder for bosses to allocate capital. In this week's Viewsroom podcast, Breakingviews columnists discuss the impact on corporate America, and beyond. 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. 

Voters in the EU's largest country are set to go to the polls as US leaders threaten to withdraw military support from the continent, economic malaise lingers, and the far-right AfD gains ground. In this Viewsroom podcast, Breakingviews columnists debate the electoral stakes. 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. 

The country's corporate giants, nudged by reform, are exploring big deals. Carmakers Honda and Nissan, convenience store 7-Eleven's owner and others are testing waters at home and abroad. In this week's Viewsroom podcast, Breakingviews columnists debate how far it will go. 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.

Donald Trump's hastily enacted and retracted trade wars are ratcheting up global tensions as Europe, China and Latin American countries prepare to retaliate. In this Viewsroom podcast, Breakingviews columnists debate the motivation for trade wars and why there will be no winners. 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. 

Breakthrough cost-efficiency claims from the made-in-China model stunned investors expecting a spending splurge, eroding $600 bln of chipmaker Nvidia's value. In this week's Viewsroom podcast, Breakingviews columnists debate what the advance means for machine-learning hype. 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.

The new US president began his term with a rush of orders signaling an immigration crackdown, shifting energy policy and more. In this Viewsroom podcast, Breakingviews columnists debate how much will stick and why the trade barriers at the heart of his agenda are missing. 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.  

Rising yields on long-term US debt, now around 5% despite the Fed's cuts, are having ripple effects across the globe. Leaders in Britain and beyond may be forced to rethink their policies. In this Viewsroom podcast, Breakingviews columnists explain the potential pain in store. 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.

From President-elect Donald Trump's whims to volatile capital markets, uncertainty is rising worldwide. In this Viewsroom podcast, Breakingviews columnists share predictions for how robotic cars, obesity drug-fueled M&A or a smartphone backlash will take root amid the upheaval. Access the Predictions 2025 e-book here. Browse all predictions online 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.

Inflation in the United States, a struggling Chinese economy and Boeing's existential challenges were among the stories that dominated this year. In this Viewsroom podcast, Breakingviews columnists explain why these issues – among others – will keep cropping up in 2025. 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.

The country is without a prime minister after Michel Barnier lost a no-confidence vote. That will make it hard to cut the large budget deficit. In this Viewsroom podcast, Breakingviews columnists explain why a long crisis would deter foreign investors and damage France's growth. 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.  

Donald Trump's health agency nominee, Robert Kennedy, brings dangerous views on vaccines as well as skepticism about sky-high medicine prices. In this week's Viewsroom, Breakingviews columnists discuss the impact on giants like Novo Nordisk and how other countries might react. 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. 

With $31 bln of debt, deep links to the banking system and a star role in India's energy transition, the tycoon's empire is a crucial part of the fifth-largest economy. In this week's Viewsroom, Breakingviews columnists discuss how US bribery charges will test those dependencies. 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. 

The United Arab Emirates and Saudi Arabia are building home-grown silicon smarts and forging links with the likes of Microsoft. In this Viewsroom podcast, Breakingviews columnists discuss how the region is muscling its way into a technology arms race between China and the US. 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.

The president-elect's victory sparked wild euphoria in markets. Now comes the realization that tariffs and immigration crackdowns threaten major costs, including the return of inflation. In this Viewsroom podcast, Breakingviews columnists discuss the globe-spanning concerns 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.

In a decisive comeback victory for his third White House run, Donald Trump notched gains across a wide set of voters and issues. In this week's Viewsroom podcast, Breakingviews columnists debate the chaotic consequences now looming worldwide. 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.  

Lenders on both sides of the Atlantic are doing relatively well, despite concerns over the effect of shifting rates. In this Viewsroom podcast, Breakingviews columnists debate what is driving growth, and why CEOs are simultaneously bemoaning increased scrutiny from watchdogs.

Finance Minister Rachel Reeves is due to set out tax and spending pledges while hemmed in by campaign promises and economic reality - even if debt rules are tweaked. In this Viewsroom podcast, Breakingviews columnists discuss the tall task of selling it to the public 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.   

A stern back-to-the-desks missive from tech giant Amazon.com represents a new salvo in the battle over post-pandemic norms. In this Viewsroom podcast, Breakingviews columnists discuss the weakening position for employees as hiring slows, and the possible unintended consequences. 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. 

The People's Republic recently unveiled a raft of measures to solve a housing bust and support the market, producing a pop of post-vacation enthusiasm. That's now waning as investors await a bigger move. In this Viewsroom podcast, Breakingviews columnists discuss what comes next. 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.

Military escalation between Iran and Israel may at some point affect the price of oil. In this Viewsroom podcast, Breakingviews columnists debate how the conflict may prompt a fresh inflationary headache for central banks – and how Saudi Arabia might offset that risk. 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.

OpenAI's ChatGPT kicked off a race to develop ever-more-sophisticated artificial intelligence. In this Viewsroom podcast, Breakingvews columnists dissect the vast amount of data-crunching bots and power required to feed it, investments that could cost trillions of dollars. 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.

UniCredit, the $68 bln Italian lender, grabbed a 9% stake in Germany's $16 bln Commerzbank. In this Viewsroom podcast, Breakingviews columnists argue that a full merger makes financial sense, but potentially not for unions or the under-fire government in Berlin. 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.

The arrest of Pavel Durov, founder of the controversial messaging app, and the ban of X in Brazil shows state officials are not afraid to intervene in Big Tech. In this Viewsroom podcast, Breakingviews columnists debate what it means and how CEOs should manage the threat. 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.

Couche-Tard's takeover interest in the 7-Eleven owner is a pivotal moment for the country's efficiency drive. In this Viewsroom podcast, Breakingviews columnists explain why Tokyo ought to wait to see how the target reacts before opining, and how a deal could easily turn hostile. 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.  

After responding to the unexpected success of $720 bln Tesla, older manufacturers now face rising China exports amid slower EV growth. In this Viewsroom podcast, Breakingviews columnists discuss how GM, VW and others – including governments – are handling the nascent trade war. Recorded July 30. 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.

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. 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. 

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. 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.

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. 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. 

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. 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.

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. 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.

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. 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.

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. 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.

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. 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.

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. 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.

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. 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.

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. 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.

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. 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.

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. 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.