Reuters Breakingviews

17/12/2024

🔊 Non-bank lenders keep taking more of the market away from the traditional titans of Wall Street. Yet the industry is now rapidly consolidating. In The Big View podcast, Marc Lipschultz, co-CEO of Blue Owl Capital, explains why https://reut.rs/4fsoYBH

05/12/2024

🔊 Donald Trump’s health agency nominee, Robert Kennedy, brings dangerous views on vaccines as well as skepticism about sky-high medicine prices. In this week’s Viewsroom, Breakingviews columnists discuss the impact on giants like Novo Nordisk and how other countries might react.

Listen to the podcast here 👉 https://link.chtbl.com/hCDH5zSY?sid=bvfacebook

26/11/2024

PODCAST 🎧: AI hopes have unleashed an investment frenzy, propelling chip giant Nvidia’s value to over $3 trillion.

On this episode of The Big View, mathematician Andrew Odlyzko joins Peter Thal Larsen to explore the parallels with the 1990s dotcom bubble and Britain’s railway mania of the 1840s.

Listen in full here 👉 https://link.chtbl.com/-5-lbpYU?sid=bvfacebook

19/11/2024

🎧 Ireland expects a record budget surplus in 2024 thanks to a cash deluge from tech giants.

On this episode of The Big View podcast, Pascal Saint-Amans, an OECD architect of a landmark 2021 tax treaty, joins Aimee Donnellan to explain how the United States’ failure to ratify the deal allows havens to rake in billions.

Listen in full here 👉 https://link.chtbl.com/adbb9moF?sid=bvfacebook

14/11/2024

🔊 Donald Trump’s victory sparked wild euphoria in markets. Now comes the realization that tariffs and immigration crackdowns threaten major costs. In this Viewsroom podcast,
Breakingviews columnists discuss the globe-spanning concerns https://reut.rs/3Z6o9K0

12/11/2024

🔊 Successive US presidents have wielded sanctions and export controls against rival nations. Trump promises further escalation. In this Big View podcast, political scientist Henry Farrell says how weaponizing finance and technology can be self-defeating https://reut.rs/3Vb6IWz

07/11/2024

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.

Listen in full here: https://link.chtbl.com/xctQ_kxB?sid=bvfacebook

05/11/2024

🔊 Officials have taken dramatic steps to boost confidence and growth in China. In this episode of The Big View podcast, Arthur Kroeber, head of research at Gavekal, explains why he sees the People’s Republic turning into a high-tech, low-growth country
https://reut.rs/3YDkEJw"

31/10/2024

Banks are doing relatively well, despite concerns over the effect of shifting rates. In this Viewsroom podcast, our columnists debate what is driving growth, and why CEOs are simultaneously bemoaning increased scrutiny from watchdogs. https://link.chtbl.com/X4eTnHf1?sid=Bvfacebook

29/10/2024

🔊 Next week, US voters will choose between Trump and Harris, influencing governments, companies, and investors worldwide. In The Big View podcast, strategist Tina Fordham discusses why markets might misjudge the potential turmoil

Next week, voters will choose between Donald Trump and Kamala Harris. Their decision will impact governments, companies and investors outside the US. In this episode of The Big View podcast, geopolitical strategist Tina Fordham explains why markets misjudge the possible turmoil.

24/10/2024

🔊Finance Minister Rachel Reeves is due to set out tax and spending pledges while hemmed in by campaign promises and economic reality. In this Viewsroom podcast, Breakingviews columnists discuss the tall task of selling it to the public and markets.

Finance Minister Rachel Reeves is due to set out tax and spending pledges while hemmed in by campaign promises and economic reality - even if debt rules are tweaked. In this Viewsroom podcast, Breakingviews columnists discuss the tall task of selling it to the public and markets.