Viewsroom

Viewsroom

By ReutersNews
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    20 min

    per episode

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Viewsroom episodes

  • US midterms may prick AI bubble and rattle oil

    Democrat victories have swept across the US as voters protested sky-high diesel prices and data centres. In this Viewsroom podcast, Breakingviews columnists debate how a weakened US President Donald Trump could help international partners and make AI growth less certain.


    Breakingviews: Election flop leaves Donald Trump a wounded animal

    Breakingviews: US election spending suffers diminishing returns


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    21 min
  • Takaichi’s success may backfire on Japan

    The country’s first female prime minister is pushing on with a $2.3 trln investment plan. In this Viewsroom podcast, Breakingviews columnists debate whether it will fuel inflation and undermine the virtuous cycle that lifted the world’s fourth-largest economy out of stagnation.


    Breakingviews: Japanese PM’s reflationist label is hard to shake

    Breakingviews: Japan’s weak currency has a three-body problem


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    15 min
  • AI enthusiasm’s breaking point

    Neocloud stocks like $35 bln CoreWeave have sold off and so has their unsecured debt in recent weeks. In this Viewsroom podcast, Breakingviews columnists debate whether the damage can be contained, and if trouble in AI’s plumbing could further dent Anthropic’s weakening growth.


    Breakingviews: Nvidia emerges as the central bank of AI

    Breakingviews: Nscale setback lights up weak spots in AI rollout

    Breakingviews: Anthropic's $2 trln dream faces deflation trap


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    21 min
  • China-EU auto wars drive to in-Seine level

    BYD, Geely and peers are taking the Paris Motor Show by storm, right after Beijing agreed with Brussels to cap hybrid exports. In this Viewsroom podcast, Breakingviews columnists tussle over how dominant the makers of Chinese EVs can be – and whether VW and others can fight back.


    Breakingviews: EU carmaker turnaround hopes look doomed

    Breakingviews: BYD will struggle to do a better Toyota impression

    Breakingviews: China’s EU car cuts roar confidence, not climbdown


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    28 min
  • Man City own goal upsets sport’s money-go-round

    Sham contracts worth $1.1 bln may spell disaster for the Abu Dhabi-owned soccer club. In this week’s Viewsroom, Breakingviews columnists debate whether financial fair play is possible in England’s Premier League, and what the scandal means for investors rushing into big-team M&A.


    Breakingviews: Man City charges are moment of truth for UK plc

    Breakingviews: FIFA gets fitted for private equity’s golden boot

    Breakingviews: Soccer clubs take slow road to US valuation goal


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    27 min
  • UBS is unlikely to blink in location standoff

    The $160 bln Swiss banking giant is facing an enormous capital bill following its rescue of Credit Suisse. In this Viewsroom podcast, Breakingviews columnists debate whether the government is right to demand higher regulatory buffers and how the lender might actually leave home.


    Breakingviews: How and why UBS could leave Switzerland



    Breakingviews: UBS capital loss puts radical options on the table



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    21 min
  • Tata boardroom mess is likely to fester

    A power struggle is unfolding at the heart of Tata Sons over a forced IPO from the Reserve Bank of India. In this Viewsroom podcast, Breakingviews columnists debate the future of the company when its largest shareholder and chairman have different ideas about where it is going.


    Breakingviews: Tata bears marks of quasi-nationalisation

    Breakingviews: Markets are slow to grasp depths of Tata mess

    Breakingviews: Tata board fight sets up lose-lose stalemate


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    šŸ“² 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.


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    20 min
  • High oil prices will ooze into the economy

    Brent crude is soaring above $100 a barrel, but countries and companies look surprisingly resilient. In this Viewsroom podcast, Breakingviews columnists debate whether the calm can hold, if pipeline workarounds will work and why this particular shock may be different.


    Breakingviews:Ā Making Hormuz worthless is a long game


    Breakingviews:Ā Dangote puts a rich price on refining scarcity


    Breakingviews:Ā ECB is focusing on the wrong risk of $100 oil


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    šŸ“²Ā Podcasts, breaking news, and video analysis from the source.Ā 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.

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    22 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.

    Breakingviews:Ā Financiers are set to turn Nvidia into an AI baron


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    šŸ“² Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.

    Visit theĀ Thomson Reuters Privacy StatementĀ for information on our privacy and data protection practices. You may also visitĀ megaphone.fm/adchoicesĀ to opt-out of targeted advertising.

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    21 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


    šŸ“² Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.


    Visit theĀ Thomson Reuters Privacy StatementĀ for information on our privacy and data protection practices. You may also visitĀ megaphone.fm/adchoicesĀ to opt-out of targeted advertising.

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    25 min

About Viewsroom

From the publisher's feed

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…

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