Viewsroom

Epizode

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  Shein’s fraying profit sets up drab IPO 30.07.2026 20min

  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. Breakingviews: Shein’s shrinking margins call for IPO in XXS 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
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  The AI hacking wave is here 23.07.2026 19min

  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
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  Wealth crackdown will dent Hong Kong’s revival 16.07.2026 19min

  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. Breakingviews: Hong Kong’s wealth hub faces a leaner 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.   Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Comcast models TV crack-up 09.07.2026 18min

  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. Breakingviews: Comcast consciously uncouples from TV marriage 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
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  Booze-makers have reason to be in low spirits 02.07.2026 20min

  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
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  Volatile AI costs may spark efficiency rethink 25.06.2026 18min

  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
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  Europe barrels towards China trade spat 18.06.2026 17min

  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
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  The Fed’s new boss gets too much of what he wants 11.06.2026 21min

  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
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  BP chairman debacle will cast a long shadow 04.06.2026 19min

  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
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  SpaceX $1.75 trln IPO will test investor stomachs 28.05.2026 20min

  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
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  Private credit casts a shadow across Wall Street 21.05.2026 21min

  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. Breakingviews: Wall Street massages its private credit risk gauge 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
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  India is patient zero for AI job loss onslaught 14.05.2026 21min

  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
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  Elections raise stakes of Britain’s fiscal dilemma 07.05.2026 24min

  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
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  Europe oil shortages create Wile E. Coyote moment 30.04.2026 21min

  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
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  Beijing auto jamboree ponders battery conundrum 23.04.2026 22min

  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
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  Gloomy global economy looks light on solutions 16.04.2026 22min

  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. 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
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  Food giants strain to cut the corporate mustard 09.04.2026 16min

  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. Unilever food spinoff is a tricky M&A soufflé The Week in Breakingviews: End of corporate empire Unilever finds elegant M&A recipe for dud food 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
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  Revived dealmakers confront resurgent challenges 02.04.2026 25min

  The mega-merger boom persists with Unilever’s $65 bln mayo-to-mustard combo while beauty giant Estée Lauder holds talks with Puig. In this week’s Viewsroom, Breakingviews columnists debate whether the good times will keep rolling or if CEOs will get spooked by oil prices and AI. M&A jamboree swings to syncopated rhythm Pernod and Jack Daniel’s would be a stiff cocktail Estée Lauder’s Puig approach fails the smell test 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
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  Novo Nordisk is Denmark’s big little problem 30.03.2026 22min

  As war rages and Donald Trump looms, a recent election featured little mention of the ailing $164 bln drugmaker, once so successful it distorted economic figures. In this week’s Viewsroom, Breakingviews columnists discuss the future of weight loss pills, and Novo’s place in it. (This episode has been corrected to remove a statement that Novo Nordisk’s Wegovy pill needs to be refrigerated.) Novo Nordisk's illness offers painful lessons Novo Nordisk’s falling knife is still gathering speed Obesity pills are shaky Hail Mary for Novo Nordisk 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
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  The AI boom tests its limits 19.03.2026 23min

  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. What happens if OpenAI or Anthropic fail? Anthropic gives lesson in AI revenue hallucination 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