Viewsroom

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

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

BP chairman debacle will cast a long shadow 04.06.2026 19хв

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

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

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

Private credit casts a shadow across Wall Street 21.05.2026 21хв

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

India is patient zero for AI job loss onslaught 14.05.2026 21хв

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

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

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

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

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

Beijing auto jamboree ponders battery conundrum 23.04.2026 22хв

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

Gloomy global economy looks light on solutions 16.04.2026 22хв

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

Food giants strain to cut the corporate mustard 09.04.2026 16хв

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

Revived dealmakers confront resurgent challenges 02.04.2026 25хв

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

Novo Nordisk is Denmark’s big little problem 30.03.2026 22хв

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

The AI boom tests its limits 19.03.2026 23хв

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

A global energy squeeze is now unavoidable 12.03.2026 24хв

Though investors are still pricing in a swift end to the Middle East conflict, the disruption to oil and gas flows from the region is producing early signs of stress. In this week’s Viewsroom, Breakingviews columnists debate how bad the economic and political fallout could get. Iran shock creates problematic fiscal loop Iran conflict is fresh threat to US fiscal 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

Iran strikes plunge globe back into energy chaos 05.03.2026 20хв

Attacks launched by the United States and Israel led to immediate escalation, embroiling neighboring countries and imperiling key oil and gas shipping routes. In this week’s Viewsroom, Breakingviews columnists debate the lasting impact on the region and the world. 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

Trump’s tariff upset has plenty of upside 26.02.2026 22хв

The US may be on the hook for $175 bln worth of refunds after the Supreme Court deemed the president’s tariffs illegal. In this Viewsroom podcast, Breakingviews columnists discuss the opportunities for countries now eyeing a weakened Trump and what’s likely to come 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.  Learn more about your ad choices. Visit megaphone.fm/adchoices

European rearmament is a how-to-spend-it problem 19.02.2026 20хв

A summit in Munich offered a window into the continent’s anxieties over defence as transatlantic ties fray, battlefield tactics shift, and budgets ramp up. In this Viewsroom podcast, Breakingviews columnists debate whether an 800 bln euro spending spree is up to the challenge. 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

IT bloodbath is double whammy for buyout barons 12.02.2026 22хв

Shares in software giants like Salesforce sank amid fears of competition from chatbots, implying pain for private equity’s bet on the industry. In this Viewsroom podcast, Breakingviews columnists discuss how asset managers may take a hit whether AI lives up to its promise or not. 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

Japan election may win back domestic investors 05.02.2026 18хв

Voters will go to the polls on Sunday and may back the government’s economic stimulus package. In this Viewsroom podcast, Breakingviews columnists discuss how soaring bond yields could entice homegrown investors back to Japan and the impact that will have on the global economy. 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

New York markets’ siren song is hard to resist 29.01.2026 25хв

European companies are steadily deserting home exchanges to head for Big Apple bourses. Some $1 trln of re-listings may await. In this week’s Viewsroom, Breakingviews columnists debate whether anything can be done to reverse the flow, or if it points to deeper economic 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.  Learn more about your ad choices. Visit megaphone.fm/adchoices