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Reuters : podcast : Viewsroom
18  avril     07h52
Telecom tycoon ensnared by his hefty debt machine
   Patrick Drahi built the ocean spanning Altice empire on the back of aggressive dealmaking and bln of borrowing. The bill is coming due with interest rates elevated. In this Viewsroom podcast, Breakingviews columnists discuss what comes next as bondholders get restless. Visit the Thomson Reuters...
11  avril     13h38
How Boeing’s woes change everything but planes
   Grave problems with the jetmaker’s MAX have sparked a crisis. In this Viewsroom podcast, Breakingviews columnists explain whether rival Airbus offers a template for policymakers, the impact of a US export champion floundering, and why others may struggle to capitalize. Visit the Thomson Reuters...
04  avril     11h56
US antitrust push invites creative dealmaking
   Policymakers and trustbusters are eyeing new restrictions on mergers and acquisitions. In this Viewsroom podcast, Breakingviews columnists unpack some imaginative workarounds being used by companies ranging from Big Tech to fast food. Visit the Thomson Reuters Privacy Statement for information on...
28  mars     09h21
Europe’s IPO window opens slowly for buyout barons
   CVC floated beauty retailer Douglas, whose shares fell, while EQT received a warmer welcome for skincare group Galderma. In this Viewsroom podcast, Breakingviews columnists explain how to interpret the mixed message for private equity groups sitting on trln of unsold assets. Visit the Thomson...
21  mars     09h12
Bank crises proved a mixed blessing for rivals
   It’s months since Silicon Valley Bank failed and Credit Suisse collapsed into the arms of UBS. In this Viewsroom podcast, Breakingviews columnists explain how bigger banks gorged on these lenders’ carcasses and how the system’s underlying weaknesses have not gone away. Visit the Thomson...
14  mars     01h44
Japan’s rate shift will hit zombie firms hardest
   The central bank could end an era of negative borrowing costs as early as next week. In this Viewsroom podcast, Breakingviews columnists argue that large companies are ready for the tightening, but many struggling small businesses could hit the wall even if policymakers go slow. Visit the Thomson...
07  mars     17h49
Lower rates, office return will ease property pain
   The post pandemic boom in hybrid work is causing trouble for banks that have lent heavily to office developers. But in this Viewsroom podcast, Breakingviews columnists explain how losses may be limited if central banks bring borrowing costs down and bosses call employees back. Visit the Thomson...
29  février     15h55
Post-crisis Adani is cranking up his IPO factory
   Indian tycoon Gautam Adani is on a comeback from a short seller attack that stress tested his bln empire. In this Viewsroom podcast, Breakingviews columnists explain how the spotlight impacted his group and look at the next crop of listed companies it is set to produce. Visit the Thomson...
22  février     15h46
Mining pain may be just getting started
   Falling prices for nickel, lithium and copper have hit earnings at Glencore and Anglo American. In this Viewsroom podcast, Breakingviews columnists explain why competition and dwindling demand for electric vehicles will keep key battery commodities under pressure. Visit the Thomson Reuters Privacy...
15  février     14h35
Deal famine is driving private equity evolution
   M A activity fell in and this year is off to a relatively slow start. In this Viewsroom podcast, Breakingviews columnists discuss how a dearth of deals is spotlighting a shift of focus among traditional buyout houses like KKR and Carlyle into areas like private credit. Visit the Thomson...
08  février     14h36
The obesity drug craze is entering its next phase
   Eli Lilly and Novo Nordisk can’t keep up with demand for their weight loss medications. In this Viewsroom podcast, Breakingviews columnists discuss the hype among celebrities, the different approaches to prescribing them in the US and Europe, and how they can reshape the world. Visit the Thomson...
01  février     14h36
JPMorgan succession is a high-stakes soap opera
   The US’s largest bank shuffled its business leaders, sparking speculation as to who might eventually take over from boss Jamie Dimon. In this Viewsroom podcast, Breakingviews columnists explain why it matters, even if Dimon’s eventual successor is unlikely to fill his shoes. Visit the Thomson...
25  janvier     11h10
Shein’s China and ESG risk puts IPO on iffy ground
   The fast fashion giant is preparing a New York stock market listing. In this Viewsroom podcast, Breakingviews columnists explain how US investors might be wary of links to Beijing, and how its hard to recycle tops and sweaters could be vulnerable to future regulation. Visit the Thomson Reuters...
18  janvier     12h56
Global risk pile-up penetrates Davos bubble
   Nearly, movers and shakers have converged on the Swiss resort amid crises in the Red Sea, Gaza and Ukraine. In this Viewsroom podcast, Breakingviews columnists discuss how Davos goers unable to ignore these perils are nervously anticipating another Trump presidency. Visit the Thomson Reuters...
11  janvier     14h07
Prolonged Red Sea attacks can hurt global economy
   Freight costs are soaring as militants target ships on a crucial trade route. In this Viewsroom podcast, Breakingviews columnists debate how inflation could rise and which companies could suffer if the tensions aren’t resolved soon. Visit the Thomson Reuters Privacy Statement for information on our...
02  janvier     10h07
The world’s paradigm shift will create a busy 2024
   Surprise IPOs, a wave of M A activity and changing recruitment patterns are just a flavour of predictions from Breakingviews. In this Viewsroom podcast, columnists explain how a better understanding of the rates environment and inflation will make it easier to get things done. Visit the Thomson...
14  décembre     15h45
Policymakers take divergent paths toward rate exit
   Central banks in Europe and the US left borrowing costs untouched this week. But the latter went a step further and unexpectedly promised cuts. In this Viewsroom podcast, Breakingviews columnists explain how ratesetters, who were slow to tackle inflation, could be laggards again. Visit the Thomson...
07  décembre     10h59
COP28 wrestles with the nuances of binning oil
   The global climate conference in Dubai has seen its fossil fuel rich UAE host criticised for appearing to contest the need to phase out crude. In this Viewsroom podcast, Breakingviews columnists discuss how the picture is a bit more complex. Visit the Thomson Reuters Privacy Statement for...
30  novembre     01h07
Saudi’s Indian cricket play works for both sides
   The kingdom is looking to invest as much as bln in the Indian Premier League. In this Viewsroom podcast, Breakingviews columnists discuss what it means for the sport and how it sizes up against Riyadh’s growing global sporting ambitions. Visit the Thomson Reuters Privacy Statement for...
23  novembre     01h30
OpenAI’s boardroom drama is far from over
   Sam Altman will return to the helm of the artificial intelligence firm after a torrid week of resignations. In this Viewsroom podcast, Breakingviews columnists explain how the saga has raised concerns about governance, the future of AI and an alarming cult of the CEO. ï Visit the Thomson Reuters...
16  novembre     14h01
Biden and Xi’s warmer ties look flimsy
   The leaders of the largest economies resumed high level communication following years of tension. In this Viewsroom podcast, Breakingviews columnists explain how Taiwan as well as anti China rhetoric in the lead up to next year’s US election could undo any goodwill. Visit the Thomson Reuters...
09  novembre     14h03
Wind woe opens door for alternative green ideas
   Shares of Orsted and Siemens Energy are being battered by their inability to boost profits. In this Viewsroom podcast, Breakingviews columnists explain how trouble in offshore wind may encourage investors to back other clean energy segments like battery storage, cables and solar. Visit the Thomson...
02  novembre     10h14
Japan’s rates tweak is careful and crafty
   The central bank changed its policy to allow higher year bond yields. Unlike the US, it can afford to raise borrowing costs slowly as inflation is low. In this Viewsroom podcast, Breakingviews columnists explain why monetary tightening as others loosen may give Tokyo an edge. Visit the Thomson...
26  octobre     10h55
Real big energy: Exxon and Chevron swim upstream
   The two US oil titans unveiled acquisitions worth more than bln combined within weeks of each other. In this Viewsroom podcast, Breakingviews columnists discuss what’s powering the renewed consolidation push, as well as the threats posed to the industry by a greener market. Visit the Thomson...
19  octobre     11h37
Gaza turmoil’s repercussions extend far and wide
   Among other consequences, Israel’s new war complicates the path to friendlier relations between itself and Saudi Arabia. In this Viewsroom podcast, Breakingviews columnists discuss the possible scenarios for the region, but also its implications for the US government. Visit the Thomson Reuters...
12  octobre     13h37
Smaller banks pose big problems for regulators
   Britain’s Metro Bank came close to the brink, while several US regional players failed earlier in . In this Viewsroom podcast, Breakingviews columnists debate whether watchdogs have the right tools to deal with such situations, and whether they’re brave enough to use them. Visit the Thomson...
05  octobre     13h35
Big Four scandals will derail breakup plans
   EY and PwC are dealing with issues in their tax and consulting units. In this Viewsroom podcast, Breakingviews columnists explain how falling valuations of rivals like Accenture as well as questions about the stability of consulting fees will mean these firms may stick together. Visit the Thomson...
28  septembre     10h46
European listing exodus is just beginning
   Building materials firm CRH and packaging giant Smurfit Kappa are among a growing list of companies seeking to decamp from Europe to US exchanges. In this Viewsroom podcast, Breakingviews columnists discuss what is prompting groups to leave and why the rot is unlikely to ease. Visit the Thomson...
21  septembre     11h38
Listing duo offers followers a cautious playbook
   Chip designer Arm and grocery delivery company Instacart have secured relatively successful stock launches, offering hope of a wider reopening of the IPO market. In this Viewsroom podcast, Breakingviews columnists explain how cornerstone investors and lowly valuations helped. Visit the Thomson...
14  septembre     13h12
BP CEO exit raises strategy and board questions
   Bernard Looney resigned after he failed to disclose past relationships with staff. In this Viewsroom podcast, Breakingviews columnists debate what that means for the oil giant’s commitment to net zero, and whether BP’s board did all it could have done. Visit the Thomson Reuters Privacy Statement...
07  septembre     12h35
Arm’s IPO valuation rests on big dose of hope
   The SoftBank owned chip designer is getting ready to list. In this Viewsroom podcast, Breakingviews columnists argue that even the company’s reduced price tag of bln is still far too high, and debate what investors would have to believe to buy the shares. Visit the Thomson Reuters Privacy...
31  août     09h05
African coups will ramp up scramble for minerals
   Gabon’s government was overthrown by a military revolt, following similar unrest in Niger. In this Viewsroom podcast, Breakingviews columnists discuss how instability in producers of key resources like manganese and uranium will lead global powers to hunt for more stable sources. Visit the Thomson...
24  août     09h50
China’s sliding currency is vote of no confidence
   The People’s Republic is scrambling to stop the yuan’s weakening against the US dollar. In this Viewsroom podcast, Breakingviews columnists discuss capital flight pressures and tepid investor interest in the world’s second largest economy, and what that means for the wider world. Visit the Thomson...
17  août     02h41
Arm float may deepen cracks in IPO market
   The chip designer is preparing a stock market listing in the US. Orders are already being lined up from customers like Amazon.com but in this Viewroom podcast Breakingviews columnists explain why it may not get a lofty valuation and how that could put off possible followers. Visit the Thomson...
10  août     12h59
Big Tech is mostly leaping a low bar
   The stock market’s mood increasingly hinges on the vagaries of tech giants like Meta, Amazon and Apple. In this Viewsroom podcast, Breakingviews columnists discuss how most of their recent earnings held up even if only compared to muted expectations for their core businesses. Visit the Thomson...
03  août     14h27
Cracking the IPO window is a tall task
   Sandal maker Birkenstock is among those angling to defy a downturn in stock market debuts. In this Viewsroom podcast, Breakingviews columnists discuss how corporate hopefuls on both sides of the Atlantic are trying to thaw the deepest freeze on public listings since the pandemic. Visit the Thomson...
27  juillet     12h27
Inflation dip puts central bankers in a pickle
   The Federal Reserve and ECB once again hiked interest rates. Yet US price rises are easing with few signs of economic pain. In this Viewsroom podcast, Breakingviews columnists discuss how this phenomenon, dubbed immaculate disinflation’, complicates what policymakers do next. Visit the Thomson...
20  juillet     01h15
China’s growing pains are only just beginning
   The recovery in the world’s second largest economy is stalling. In this Viewsroom podcast, Breakingviews columnists discuss how that weakness will test President Xi Jinping’s resolve to deleverage sectors including property and add urgency to find new growth engines. Visit the Thomson Reuters...
13  juillet     09h06
Thames Water’s leaky financials are far from fixed
   The privately owned UK water company managed to cobble together a rescue from existing shareholders. But in this Viewsroom podcast, Breakingviews columnists discuss why the fresh funds may not be enough, and the threat of nationalisation hangs over the sector as a whole. Visit the Thomson Reuters...
06  juillet     10h08
Canary Wharf faces stiff test to reinvent itself
   HSBC is quitting the financial hub and moving to smaller quarters. In this Viewsroom podcast, Breakingviews columnists discuss how hybrid working is an existential threat for commercial property and how Canary Wharf’s pivot to residential and retail may only be a partial salve. Visit the Thomson...
29  juin     09h47
Putin’s problems are only minor boost for Ukraine
   The Russian president restored a semblance of calm in Moscow after an aborted mutiny. In this Viewsroom podcast, Breakingviews columnists debate what this means for the country’s invasion of its neighbour. It’s helpful, but not necessarily transformative, for Kyiv’s resistance. Visit the Thomson...
22  juin     08h56
Rebuilding Ukraine: how much and who pays?
   Talk of reconstruction may seem premature with Russia still firing missiles at Kyiv. Yet that’s what policymakers and financiers gathered in London this week to debate. In this Viewsroom podcast, Breakingviews columnists discuss the cost, the timetable, and who picks up the tab. Visit the Thomson...
15  juin     10h34
Man United sale heads into messy added time
   The Premier League soccer club is in the final stages of a tense bidding war. In this Viewsroom podcast, Breakingviews columnists debate the merits of offers from a Qatari suitor and chemicals tycoon Jim Ratcliffe, and what options minority investors face if they are shut out. Visit the Thomson...
08  juin     01h34
Saudi oil cuts collide with investor scepticism
   The Gulf state is slashing oil production in July and convinced OPEC to extend cuts to the end of . In this Viewsroom podcast, Breakingviews columnists explain how these restrictions may still not be enough to convince investors to stop worrying about recession. Visit the Thomson Reuters...
01  juin     10h42
Syngenta’s bumper IPO will test Chinese appetite
   The seeds to pesticides group is planning a bln stock market float in Shanghai this year. In this Viewsroom podcast, Breakingviews columnists explain how investors need to get comfortable with its high debt levels and use of toxic chemicals that could hurt its valuation. Visit the Thomson...
25  mai     08h18
Debt ceiling crash will have few victims
   President Joe Biden is trying to hammer out a deal with Republican lawmakers to ensure the United States can keep its lights on. In this Viewsroom podcast, Breakingviews columnists explain how even if the world’s largest economy defaults on its debts the damage will be limited. Visit the Thomson...
18  mai     11h08
Erdogan part three would be worse and the same
   The Turkish president is in a heated battle to lead the battered country. In this Viewsroom podcast, Breakingviews columnists discuss the risks Turkey faces if he stays in office, his rival’s offering and how the outcome of the election will impact the rest of the world. Visit the Thomson Reuters...
11  mai     13h57
Pharma’s obesity gold rush will have limits
   Drugmakers Novo Nordisk and Eli Lilly are vying for a large slab of the weight loss medications market, which analysts reckon could be worth bln by . In this Viewsroom podcast, Breakingviews columnists discuss how investor optimism in a booming market is unwarranted. Visit the Thomson...
04  mai     14h47
First Republic’s rescue cements too big to fail’
   JPMorgan rode to the rescue of the mid sized lender, which recently became the latest US bank to keel over. In this Viewsroom podcast, Breakingviews columnists discuss the impact of lending giants bulking up further, and whether that itself stores up future risks. Visit the Thomson Reuters Privacy...
27  avril     09h28
EY’s failed split raises stakes for Plan B
   The Big Four professional services firm called off a plan to separate its audit and consulting arms. In this Viewsroom podcast, Breakingviews columnists discuss what went wrong, the implications for its rivals, and the pressure on EY bosses to show the intact business can thrive. Visit the Thomson...