German elections chart course for a lonely Europe 20 Feb 2025 Voters in the EU’s largest country are set to go to the polls as US leaders threaten to withdraw military support from the continent, economic malaise lingers, and the far-right AfD gains ground. In this Viewsroom podcast, Breakingviews columnists debate the electoral stakes.
Trump’s day-one flurry buries plenty 23 Jan 2025 The new US president began his term with a rush of orders signaling an immigration crackdown, shifting energy policy and more. In this Viewsroom podcast, Breakingviews columnists debate how much will stick and why the trade barriers at the heart of his agenda are missing.
Donald Trump’s return reverberates beyond the US 21 Jan 2025 The immediate effects of the president’s second term will be felt at home. But he’s also upending parts of the US-led order. In this episode of The Big View podcast, Reuters Commentator-at-Large Hugo Dixon discusses relations with Europe, rivalry with China, and climate change.
Austria’s right turn adds sand to EU-Ukraine gears 14 Jan 2025 The appointment of right-wing leader Herbert Kickl as chancellor would strengthen Europe’s pro-Putin, eurosceptic club. The group including Hungary and Slovakia is too small to block most EU policies. But Brussels may move more slowly on aid to Ukraine or Russia sanctions.
Risk and resilience are the watchwords for 2025 6 Jan 2025 In the past five years, the world economy has weathered disease and war. As Donald Trump prepares to take office again, the range of possible outcomes is wider than ever. Hefty sovereign debts and pumped-up stocks depend on the planet once again coping with fresh shocks.
California will put secession back on the map 20 Dec 2024 Independence movements from Canada to Scotland have quieted, but Donald Trump’s return is bound to rile Golden State voters. A $4 trln economy bigger than India’s means separation would be messy. Divergent agendas and supportive polls, however, make a plebiscite hard to avoid.
Berlin can curb but not stop a Romania-TikTok mess 12 Dec 2024 The app is under scrutiny for enabling meddling in Bucharest’s elections. Given a blanket TikTok ban is beyond the EU’s remit, Germany’s February poll may go the same way. Yet Berlin could also coordinate better with tech platforms ahead of time – which Romania didn’t.
Big Tech’s Irish grip is immune to election shocks 27 Nov 2024 Sinn Féin wants Ireland to ditch its centre-right coalition. If their hard-left policies win, it would give the likes of Google a fright. But with a cadre of multinationals providing 60% of corporate tax receipts, policy will continue to be weighted towards them regardless.
Market’s Trump trades at risk from bond vigilantes 20 Nov 2024 US consumer prices have risen 21% since 2020, helping President-elect Donald Trump win the White House. His policies, though, may stoke inflation. Stocks, bitcoin and the dollar like a hot economy. But a rising deficit could upset debt investors and hit the current market stars.
Trump trades will run into Trump reality 14 Nov 2024 The president-elect’s victory sparked wild euphoria in markets. Now comes the realization that tariffs and immigration crackdowns threaten major costs, including the return of inflation. In this Viewsroom podcast, Breakingviews columnists discuss the globe-spanning concerns.
The power and peril of American economic warfare 12 Nov 2024 Successive US presidents have wielded sanctions and export controls against rival nations. Donald Trump promises further escalation. In this episode of the Big View podcast, political scientist Henry Farrell explains how weaponizing finance and technology can be self-defeating.
George Soros’ 1980s US debt warning echoes today 8 Nov 2024 The hedgie said in 1986 that booming stocks belied shaky government finances. That’s true now, and not just in the United States. Britain and France are also battling a fiscal trilemma, where states can’t simultaneously have high spending, low taxes and financial stability.
German government meltdown has a silver lining 7 Nov 2024 Chancellor Olaf Scholz has fired Finance Minister Christian Lindner after a budget dispute. It’s a bad time for political upheaval in Europe’s biggest economy. But making it more possible to loosen the absurd ‘debt brake’ may give Germany a freer hand on key areas like defence.
Trump 2.0: taxes, tensions, tariffs, turbulence 7 Nov 2024 In a decisive comeback victory for his third White House run, Donald Trump notched gains across a wide set of voters and issues. In this week’s Viewsroom podcast, Breakingviews columnists debate the chaotic consequences now looming worldwide.
Elon Musk’s biggest conflict is with Donald Trump 6 Nov 2024 The CEO was enriched Wednesday after shares of Tesla rose by $100 bln following Trump’s victory. From contracts to regulations, Musk’s political and business interests worryingly overlap. Eventually he could become the nexus of Chinese and US leaders’ fractious whims.
Europe is unprepared for the Trump storm 6 Nov 2024 The continent faces tariffs and wavering US defence commitments after the Republican candidate clinched the White House. The bloc’s already sluggish economies will suffer. Meanwhile, divided politics will hinder Europe’s capacity to deal with the shock.
Trump re-election entrenches global instability 6 Nov 2024 The former president beat Kamala Harris to return to the White House. Hopes for tax cuts and deregulation will juice short-term asset values. But his love of tariffs and authoritarian instincts set the US – and world – on a perilous path. Unlike last time, it may not be reversed.
Voters and markets put left-wing leaders in a bind 29 Oct 2024 The world must reduce debt by 3.8% of GDP by 2029 – four times more than planned – the IMF says. That’s bad news for social democratic governments, which lose elections when they are fiscally tough. But if they keep running chunky budget deficits, investors will make them pay.
Value push will mostly survive Japan election mess 29 Oct 2024 A decade-long effort to boost shareholder returns can continue to gain traction despite the LDP's disaster at the polls. It helps that Japan Exchange took charge of the party's initiative for structural reform. For now, as politicians vie for power, a weak yen will buoy stocks.
Election throws Japan into turbulent waters 28 Oct 2024 The ruling LDP's drubbing at the polls means whichever party forms the government will have to rely on rivals. That will add pressure to boost fiscal spending and make it harder for the central bank to raise rates, slowing the country's economic transformation.