Viewsroom

Viewsroom

By ReutersNews
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    20 min

    per episode

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Viewsroom episodes

  • Novo Nordisk is Denmark’s big little problem

    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

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    23 min
  • The AI boom tests its limits

    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

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    24 min
  • A global energy squeeze is now unavoidable

    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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    25 min
  • Iran strikes plunge globe back into energy chaos

    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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    21 min
  • Trump’s tariff upset has plenty of upside

    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.

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    23 min
  • European rearmament is a how-to-spend-it problem

    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.

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    21 min
  • IT bloodbath is double whammy for buyout barons

    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.

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    23 min
  • Japan election may win back domestic investors

    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.

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    19 min
  • New York markets’ siren song is hard to resist

    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.

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    26 min
  • Miners are excavating long-sought mega-deals

    Diverging fates for copper and coal open opportunities for industry-reshuffling M&A, led by Glencore and Rio Tinto’s mulled $215 bln tie-up. In this week’s Viewsroom, Breakingviews columnists debate whether it will happen, or if egos and fear of past failure will reign.


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    22 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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