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  • US midterms may prick AI bubble and rattle oil

    US midterms may prick AI bubble and rattle oil
    2026/11/05
    Democrat victories have swept across the US as voters protested sky-high diesel prices and data centres. In this Viewsroom podcast, Breakingviews columnists debate how a weakened US President Donald Trump could help international partners and make AI growth less certain. Breakingviews: Election flop leaves Donald Trump a wounded animal Breakingviews: US election spending suffers diminishing returns Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 分
  • Takaichi’s success may backfire on Japan

    Takaichi’s success may backfire on Japan
    2026/10/29
    The country’s first female prime minister is pushing on with a $2.3 trln investment plan. In this Viewsroom podcast, Breakingviews columnists debate whether it will fuel inflation and undermine the virtuous cycle that lifted the world’s fourth-largest economy out of stagnation. Breakingviews: Japanese PM’s reflationist label is hard to shake Breakingviews: Japan’s weak currency has a three-body problem Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 分
  • AI enthusiasm’s breaking point

    AI enthusiasm’s breaking point
    2026/10/22
    Neocloud stocks like $35 bln CoreWeave have sold off and so has their unsecured debt in recent weeks. In this Viewsroom podcast, Breakingviews columnists debate whether the damage can be contained, and if trouble in AI’s plumbing could further dent Anthropic’s weakening growth. Breakingviews: Nvidia emerges as the central bank of AI Breakingviews: Nscale setback lights up weak spots in AI rollout Breakingviews: Anthropic's $2 trln dream faces deflation trap Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分
  • China-EU auto wars drive to in-Seine level

    China-EU auto wars drive to in-Seine level
    2026/10/15
    BYD, Geely and peers are taking the Paris Motor Show by storm, right after Beijing agreed with Brussels to cap hybrid exports. In this Viewsroom podcast, Breakingviews columnists tussle over how dominant the makers of Chinese EVs can be – and whether VW and others can fight back. Breakingviews: EU carmaker turnaround hopes look doomed Breakingviews: BYD will struggle to do a better Toyota impression Breakingviews: China’s EU car cuts roar confidence, not climbdown Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 分
  • Man City own goal upsets sport’s money-go-round

    Man City own goal upsets sport’s money-go-round
    2026/10/08
    Sham contracts worth $1.1 bln may spell disaster for the Abu Dhabi-owned soccer club. In this week’s Viewsroom, Breakingviews columnists debate whether financial fair play is possible in England’s Premier League, and what the scandal means for investors rushing into big-team M&A. Breakingviews: Man City charges are moment of truth for UK plc Breakingviews: FIFA gets fitted for private equity’s golden boot Breakingviews: Soccer clubs take slow road to US valuation goal Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 分
  • UBS is unlikely to blink in location standoff

    UBS is unlikely to blink in location standoff
    2026/10/01
    The $160 bln Swiss banking giant is facing an enormous capital bill following its rescue of Credit Suisse. In this Viewsroom podcast, Breakingviews columnists debate whether the government is right to demand higher regulatory buffers and how the lender might actually leave home. Breakingviews: How and why UBS could leave Switzerland Breakingviews: UBS capital loss puts radical options on the table Sign up to our free weekly newsletter 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 分
  • Tata boardroom mess is likely to fester

    Tata boardroom mess is likely to fester
    2026/09/24
    A power struggle is unfolding at the heart of Tata Sons over a forced IPO from the Reserve Bank of India. In this Viewsroom podcast, Breakingviews columnists debate the future of the company when its largest shareholder and chairman have different ideas about where it is going. Breakingviews: Tata bears marks of quasi-nationalisation Breakingviews: Markets are slow to grasp depths of Tata mess Breakingviews: Tata board fight sets up lose-lose stalemate Sign up to our free weekly newsletter 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 分
  • High oil prices will ooze into the economy

    High oil prices will ooze into the economy
    2026/09/17
    Brent crude is soaring above $100 a barrel, but countries and companies look surprisingly resilient. In this Viewsroom podcast, Breakingviews columnists debate whether the calm can hold, if pipeline workarounds will work and why this particular shock may be different. Breakingviews: Making Hormuz worthless is a long game Breakingviews: Dangote puts a rich price on refining scarcity Breakingviews: ECB is focusing on the wrong risk of $100 oil Sign up to our free weekly newsletter 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分