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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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The countryās 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 worldās fourth-largest economy out of stagnation.
Breakingviews: Japanese PMās reflationist label is hard to shake
Breakingviews: Japanās weak currency has a three-body problem
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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 AIās plumbing could further dent Anthropicās 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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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 ā 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: Chinaās EU car cuts roar confidence, not climbdown
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š² Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
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Sham contracts worth $1.1 bln may spell disaster for the Abu Dhabi-owned soccer club. In this weekās Viewsroom, Breakingviews columnists debate whether financial fair play is possible in Englandās 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 equityās golden boot
Breakingviews: Soccer clubs take slow road to US valuation goal
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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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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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š² Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
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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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š²Ā 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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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 weekās Viewsroom, Breakingviews columnists debate whether it can withstand the unstoppable force of competition.
Sign up to our weekly newsletter,Ā The Week in Breakingviews
š² Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
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After painful years of post-crisis retrenchment, the likes of Banco Santander and JPMorgan are once again expanding across borders. In this weekās Viewsroom, Breakingviews columnists debate whether the market will reward them, or if theyāre just recreating pre-2008 risks.
Breakingviews: Why big banks are going global once again
š² Podcasts, breaking news, and video analysis from the source. Download the Reuters app here.
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