Viewsroom
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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.
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Electronic Arts takeover resets the buyout game
Saudi Arabia’s sovereign fund and private equity firm Silver Lake are pouring vast resources into their $55 bln acquisition of the ‘FC’ videogame deve...
The risks of defanging the Federal Reserve
The Supreme Court will rule whether Donald Trump can fire Governor Lisa Cook in a test of the president’s powers over the central bank. In this Viewsr...
New visa policy pits Team Trump against itself
A $100,000 fee for hiring skilled foreign workers sent panic through tech giants like Google and Microsoft, whose own CEOs once used the H-1B program....
Copper alchemizes into pure M&A gold
Anglo American’s $50 bln agreed merger with Teck Resources reignites the fitful quest by big extractors to join forces in the hunt for metal essential...
No pain, no gain: Ozempic’s quest for market share
The shock success of GLP-1 treatments for obesity carries massive implications for wealthy societies and manufacturers Novo Nordisk and Eli Lilly alik...
France pushes EU’s omnicrisis to breaking point
Bleak finances, surging far-right support and a key vote that could topple Prime Minister François Bayrou: long-simmering instability in the No. 2 eur...
Ukraine peace push stirs oil market limbo
As President Trump prepares to meet Vladimir Putin, an effort to punish Indian purchases of Russian crude complicates a delicate post-war supply balan...
Big law firms are at sharp end of AI boom
Machine learning is already saving office workers from laborious research, but it also could herald the end of professional services’ fee structure. I...
Japan’s M&A push faces internal obstacles
Tokyo wants companies to embrace dealmaking to boost the low-growth economy. In this Viewsroom podcast, Breakingviews columnists explain why the $33 b...
Wall Street bank boom is defying gravity
Goldman Sachs, JPMorgan and Morgan Stanley all released results in recent weeks. In this Viewsroom podcast, Breakingviews columnists explain why, desp...
Trump’s tariff war demands countervailing force
Europe is still reeling after the US president announced 30% levies on all exports. In this Viewsroom podcast, Breakingviews columnists debate how Bru...
Trump’s ‘beautiful’ bill leaves scars worldwide
The budget law passed by the US president’s Republican Party may add $3 trln to the debt while cutting healthcare, green energy and more. In this View...
Nippon Steel deal reveals cost of ‘America First’
The Japanese steelmaker pushed its $14.9 bln bid for United States Steel past the line with some big concessions. In this Viewsroom podcast, Breakingv...
US IPO bounty may be tricky to duplicate
CoreWeave, Circle Internet Group and Chime Financial all enjoyed dizzying success after their stock market debuts. In this Viewsroom podcast, Breaking...
Israel-Iran crisis climbs ladder of financial risk
The outbreak of armed conflict between the two nations is a perilous new front in the ongoing Middle East hostilities. In this Viewsroom podcast, Brea...
Elon Musk has a lot to lose in Trump brawl
The Tesla and SpaceX billionaire boiled over with criticism of the US president after leaving his government cost-slashing role. In this Viewsroom pod...
AI arms race is only just getting started
Microsoft, Alphabet, Amazon.com and Meta Platforms are set to spend $320 bln this year on data centres and other kit to power advanced chatbots. In th...
Wild market swings are good reason to take stock
Amid the tariff volatility, shares of companies from Burberry to Hasbro have gyrated when reporting financial results. In this Viewsroom podcast, Brea...
Gold glistens brighter in a chaotic world
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 View...
Pauses, tweaks and can-kicking are new trade norms
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 t...
Buffett’s $350 bln parting gift is double-edged
The Sage of Omaha is preparing to step down, handing the reins of Berkshire Hathaway over to Greg Abel. In this Viewsroom podcast, Breakingviews colum...
CK Hutchison deal is test of Chinese hospitality
The Li clan is facing political hurdles as it tries to offload the docks business to BlackRock for $23 billion. In this Viewsroom podcast, Breakingvie...
The China-US trade war is set to keep spiraling
Across multiple administrations and both political parties, the United States has steadily sought to contain the rise of the People’s Republic. In thi...
How Trump’s tariff turmoil scarred global markets
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...
US tariff mania keeps everyone on edge
President Trump’s import-levies bonanza, however it evolves, is arbitrary enough to upend easy assumptions about how the White House, the Federal Rese...
Klarna tests the waters for a ‘normal’ IPO
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 t...
‘Pro-growth’ M&A policing is a misnomer
The transatlantic trustbusting consensus forged by Lina Khan and Margrethe Vestager is already fraying. In this week’s Viewsroom, Breakingviews column...
US markets’ exceptionalism goes into reverse
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 View...
Germany’s fiscal pivot gives Europe rare hope
The nation known for anti-deficit orthodoxy faces an economic slowdown and US antagonism. Likely Chancellor Friedrich Merz’s response: boost spending...
China’s AI catch-up begins to look inevitable
Beijing’s leap in developing silicon smarts, embodied in DeepSeek’s shockingly cheap model, will challenge US attempts to restrict cutting-edge techno...
Unpredictable White House vexes CEOs everywhere
President Donald Trump’s upheaval of governance norms is a destabilizing force. His policies and pronouncements make it harder for bosses to allocate...
German elections chart course for a lonely Europe
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...
Japan’s M&A wave is just getting started
The country’s corporate giants, nudged by reform, are exploring big deals. Carmakers Honda and Nissan, convenience store 7-Eleven’s owner and others a...
US tariff posturing is dangerous game of chicken
Donald Trump’s hastily enacted and retracted trade wars are ratcheting up global tensions as Europe, China and Latin American countries prepare to ret...
DeepSeek scrambles AI development reasoning
Breakthrough cost-efficiency claims from the made-in-China model stunned investors expecting a spending splurge, eroding $600 bln of chipmaker Nvidia’...
Trump’s day-one flurry buries plenty
The new US president began his term with a rush of orders signaling an immigration crackdown, shifting energy policy and more. In this Viewsroom podca...
Bond chaos induces headaches worldwide
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 ma...
Altered states will rule in 2025
From President-elect Donald Trump’s whims to volatile capital markets, uncertainty is rising worldwide. In this Viewsroom podcast, Breakingviews colum...
Hot topics of 2024 will smoulder into new year
Inflation in the United States, a struggling Chinese economy and Boeing’s existential challenges were among the stories that dominated this year. In t...
French political stalemate threatens its economy
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 thi...