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.

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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.

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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.

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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.

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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.

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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.

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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.

Novo Nordisk’s falling knife is still gathering speed

Obesity pills are shaky Hail Mary for Novo Nordisk

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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.

Anthropic gives lesson in AI revenue hallucination

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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

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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.

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