Sebastian Pellejero – Breakingviews

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Sebastian Pellejero

Sebastian Pellejero is a U.S. columnist for Reuters Breakingviews writing about topics in business, investing, markets, and technology, based in New York. He joined in March 2025. Prior to joining, he worked as an equity research analyst at BlackRock, and as a reporter at The Wall Street Journal, Debtwire, and Bloomberg. He speaks Spanish.

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Sebastian Pellejero
U.S. Columnist

Recent stories

Ultra-rich shoppers wield perverse economic aegis

As Main Street brands cope with tariffs and anxious customers, Ferrari projected confidence and Hermes flaunted its pricing power. It suggests the 1.5% with $210 trln, or half the world’s wealth, could buttress a slump for a bit. Such inequality, however, betrays a shaky system.
9 May 2025
Skechers makes for a sneaky trade war buyout

Amid an M&A drought, 3G Capital is offering $9 bln for the sneaker maker. Aging founders are staring down supply chain-roiling tariffs and intense competition. Some careful structuring, a sewn-up vote, and steady demand from similarly greying customers can make for a comfy deal.
5 May 2025
Cargo rush belies a coming crash for US trucking

A temporary surge in global freight rates, imports, and rail volumes presages supply chain whiplash for delivery firms. An expected 35% drop in Los Angeles port arrivals and stalled truck orders are early warnings. Even if tariffs are tweaked, millions of workers may be affected.
2 May 2025
CEOs flying blind lead to lame prognoses

28 Apr 2025
Hopeful investors clutch to perilously thin reeds

23 Apr 2025
Crafty CEOs peek around tariff corners

22 Apr 2025
Argentina’s latest bailout gets a trade war boost

15 Apr 2025
Wall Street homilies are no match for trade chaos

14 Apr 2025
Stock buybacks present solid trade-war tradeoff

10 Apr 2025
Markets’ tariff carnage can get much, much worse

7 Apr 2025
More by Sebastian Pellejero