Viewsroom

Pauses, tweaks and can-kicking are new trade norms

15 May 2025

The US inked a deal with the UK and agreed to freeze triple-digit tariffs on China. In this Viewsroom podcast, Breakingviews columnists explain what these agreements reveal about the Trump administration’s negotiating hand, and what trade is likely to look like in the future.

Buffett’s $350 bln parting gift is double-edged

8 May 2025

The Sage of Omaha is preparing to step down, handing the reins of Berkshire Hathaway over to Greg Abel. In this Viewsroom podcast, Breakingviews columnists debate the challenge of putting an enviable cash pile to work in the shadow of an investing legend’s track record.

CK Hutchison deal is test of Chinese hospitality

1 May 2025

The Li clan is facing political hurdles as it tries to offload the docks business to BlackRock for $23 billion. In this Viewsroom podcast, Breakingviews columnists explain why China objects, and why it might create bigger problems for inward investment.

The China-US trade war is set to keep spiraling

24 Apr 2025

Across multiple administrations and both political parties, the United States has steadily sought to contain the rise of the People’s Republic. In this week’s Viewsroom podcast, Breakingviews columnists discuss the measurable extent of the break between the global titans.

How Trump’s tariff turmoil scarred global markets

17 Apr 2025

Stocks and government bonds have steadied following dramatic falls triggered by the US president’s trade war. But the policy may yet do lasting damage. In this Viewsroom podcast, Breakingviews columnists examine the possible long-term effects on US Treasuries and the dollar.

US tariff mania keeps everyone on edge

10 Apr 2025

President Trump’s import-levies bonanza, however it evolves, is arbitrary enough to upend easy assumptions about how the White House, the Federal Reserve and American trade partners can or will proceed. In this week’s Viewsroom podcast, Breakingviews columnists gauge the fallout.

Klarna tests the waters for a ‘normal’ IPO

3 Apr 2025

The buy-now-pay-later firm is pushing through a still-thin pipeline toward a listing. Despite a high-tech sheen, it’s less tied to the big themes of the moment than recent disappointing offerings. In this week’s Viewsroom podcast, Breakingviews columnists debate its prospects.

‘Pro-growth’ M&A policing is a misnomer

27 Mar 2025

The transatlantic trustbusting consensus forged by Lina Khan and Margrethe Vestager is already fraying. In this week’s Viewsroom, Breakingviews columnists discuss if it will lead to mergers involving national champions such as GSK and BP, and in turn remedy some economic ills.

US markets’ exceptionalism goes into reverse

20 Mar 2025

After years of setting the global pace, the S&P 500 Index has dropped 9% from its peak while Hong Kong and Europe benchmarks rise. In this week’s Viewsroom podcast, Breakingviews columnists discuss whether trade wars and threats to the rule of law portend a durable shift.

Germany’s fiscal pivot gives Europe rare hope

13 Mar 2025

The nation known for anti-deficit orthodoxy faces an economic slowdown and US antagonism. Likely Chancellor Friedrich Merz’s response: boost spending by more than 500 bln euros. In this week’s Viewsroom podcast Breakingviews columnists discuss the jolt to the whole continent.

China’s AI catch-up begins to look inevitable

6 Mar 2025

Beijing’s leap in developing silicon smarts, embodied in DeepSeek’s shockingly cheap model, will challenge US attempts to restrict cutting-edge technology. In this week’s Viewsroom podcast, Breakingviews columnists debate whether it will destabilize the AI market.

Unpredictable White House vexes CEOs everywhere

27 Feb 2025

President Donald Trump’s upheaval of governance norms is a destabilizing force. His policies and pronouncements make it harder for bosses to allocate capital. In this week’s Viewsroom podcast, Breakingviews columnists discuss the impact on corporate America, and beyond.

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.

Japan’s M&A wave is just getting started

13 Feb 2025

The country’s corporate giants, nudged by reform, are exploring big deals. Carmakers Honda and Nissan, convenience store 7-Eleven’s owner and others are testing waters at home and abroad. In this week’s Viewsroom podcast, Breakingviews columnists debate how far it will go.

US tariff posturing is dangerous game of chicken

6 Feb 2025

Donald Trump’s hastily enacted and retracted trade wars are ratcheting up global tensions as Europe, China and Latin American countries prepare to retaliate. In this Viewsroom podcast, Breakingviews columnists debate the motivation for trade wars and why there will be no winners.

DeepSeek scrambles AI development reasoning

30 Jan 2025

Breakthrough cost-efficiency claims from the made-in-China model stunned investors expecting a spending splurge, eroding $600 bln of chipmaker Nvidia’s value. In this week’s Viewsroom podcast, Breakingviews columnists debate what the advance means for machine-learning hype.

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.

Bond chaos induces headaches worldwide

16 Jan 2025

Rising yields on long-term US debt, now around 5% despite the Fed’s cuts, are having ripple effects across the globe. Leaders in Britain and beyond may be forced to rethink their policies. In this Viewsroom podcast, Breakingviews columnists explain the potential pain in store.

Altered states will rule in 2025

9 Jan 2025

From President-elect Donald Trump’s whims to volatile capital markets, uncertainty is rising worldwide. In this Viewsroom podcast, Breakingviews columnists share predictions for how robotic cars, obesity drug-fueled M&A or a smartphone backlash will take root amid the upheaval.

Hot topics of 2024 will smoulder into new year

19 Dec 2024

Inflation in the United States, a struggling Chinese economy and Boeing’s existential challenges were among the stories that dominated this year. In this Viewsroom podcast, Breakingviews columnists explain why these issues – among others – will keep cropping up in 2025.