Viewsroom
Breakingviews columnists talk about the big numbers, crunchy deals and nasty spats in global business and economics, offering a weekly dose of financial insight that goes beyond the concise and provocative views readers get from our columns every day.
Episodes
September 23, 2026 • 19 mins
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 s...
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September 17, 2026 • 21 mins
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 focu...
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September 10, 2026 • 20 mins
Not content to supply the leading silicon for powering chatbots, boss Jensen Huang is using his vast cash hoard to prop up customers and forestall rivals. In this week’s Viewsroom, Breakingviews columnists debate whether it can withstand the unstoppable force of competition.
Breakingviews: Financiers are set to turn Nvidia into an AI baron
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September 3, 2026 • 24 mins
After painful years of post-crisis retrenchment, the likes of Banco Santander and JPMorgan are once again expanding across borders. In this week’s Viewsroom, Breakingviews columnists debate whether the market will reward them, or if they’re just recreating pre-2008 risks.
Breakingviews: Why big banks are going global once again
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August 27, 2026 • 18 mins
The Fed chair will speak Friday at the annual central bankers gathering. In this Viewsroom podcast, Breakingviews columnists discuss if he can keep markets focused on the economy while dodging thorny topics like interest rates and the global backlash to his communication style.
Breakingviews: Kevin Warsh answers uncertainty with silence
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August 20, 2026 • 20 mins
EU policymakers envisage €700 bln of annual spending to hit its clean-energy targets, but only a fraction of that sum on adapting to an already-changed climate. In this week’s Viewsroom, Breakingviews columnists discuss the thin ice beneath an unsteady political consensus.
Breakingviews: Europe is underpricing its sweltering future
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July 30, 2026 • 20 mins
The Chinese-founded fast-fashion retailer has released financial details ahead of its long-awaited Hong Kong float. In this Viewsroom podcast, Breakingviews columnists explain how a pushback against its business model in the West may have collapsed the valuation to just $10 bln.
Breakingviews: Shein’s shrinking margins call for IPO in XXS
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July 23, 2026 • 19 mins
From a cyberattack on Jaguar Land Rover to state-sponsored espionage campaigns, hackers are busier than ever. In this week’s Viewsroom, Breakingviews columnists discuss how chatbots will turbocharge the threat, and whether this will revitalize or vaporize the security industry.
Breakingviews: Cybersecurity costs will shrink AI’s profit boost
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July 16, 2026 • 19 mins
China wants tighter controls on cross-border flows, which could make it harder for Hong Kong to sustain its new position as the world’s top offshore centre. In this Viewsroom podcast, Breakingviews columnists debate what this means for HSBC, AIA and China’s economy.
Breakingviews: Hong Kong’s wealth hub faces a leaner future
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July 8, 2026 • 18 mins
The empire led by Brian Roberts will split into a cable and a media company, after steadily rising pressure halved its share price. In this week’s Viewsroom, Breakingviews columnists play out the deals that could follow, and why any buyer could just inherit the same doom loop.
Breakingviews: Comcast consciously uncouples from TV marriage
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July 2, 2026 • 20 mins
Whiskey distiller Brown-Forman’s $30 bln tie-up talks point to a broader problem. Older drinkers are disappearing, and younger ones have different, more moderate tastes. In this week’s Viewsroom, Breakingviews columnists discuss the leaner future for alcohol purveyors.
Big Booze can sweat off its multi-year hangover
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June 25, 2026 • 18 mins
Spending by companies on software and models could hit $680 bln next year. In this Viewsroom podcast, Breakingviews columnists debate whether AI giants like OpenAI and Anthropic will benefit from new pricing or whether soaring costs will push CFOs to seek cheaper options.
Breakingviews: Corporate AI sticker shock will force restraint
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June 18, 2026 • 17 mins
German Chancellor Friedrich Merz and his counterparts are reluctantly contemplating action to address a yawning €360 bln deficit with the People’s Republic. In this week’s Viewsroom, Breakingviews columnists debate whether the continent can actually form a united front.
Breakingviews: Merz wavering cripples EU’s tough China stand
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June 10, 2026 • 21 mins
As once-vocal inflation hawk Kevin Warsh prepares for his first meeting as the central bank’s chair, prices are now rising at a sharp 4% rate. In this week’s Viewsroom, Breakingviews columnists debate how he can square the obvious remedy with President Trump’s rate-cut demands.
Breakingviews: Summer heat will make Warsh sweat
Breakingviews: Vanishing Fed rate cuts could buy time for Warsh
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June 4, 2026 • 19 mins
The $113 bln oil major is reeling after it parted company with the leader of its board, Albert Manifold. In this Viewsroom podcast, Breakingviews columnists discuss the company’s governance missteps, and why the latest drama makes it vulnerable to a takeover.
Breakingviews: BP chair requires low testosterone, iron backbone
Breakingviews: BP permacrisis overshadows strategic success
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May 28, 2026 • 20 mins
Elon Musk’s rocket company is preparing for a stock market take-off. In this Viewsroom podcast, Breakingviews columnists debate how the Tesla boss explains the stratospheric valuation, and why shareholders might be willing to forgo basic rights to get a slice of the action.
Breakingviews SpaceX interactive calculator
Breakingviews: SpaceX orbits an AI black hole
The Big View: Separating science fiction from fact at Spa...
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May 21, 2026 • 21 mins
Bumper returns promised by the $3.5 trln non-bank lending industry are giving way to rising defaults and falling income. In this week’s Viewsroom, Breakingviews columnists discuss how old-guard financiers juiced the trade with extra leverage, and the fresh dangers it poses.
Breakingviews: Wall Street massages its private credit risk gauge
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May 13, 2026 • 21 mins
The country’s $4 trln consumer-led economy is already seeing a slowdown in hiring and firms like Oracle are laying off staff. In this Viewsroom podcast, Breakingviews columnists explain why India is so vulnerable and how the situation may play out elsewhere.
Breakingviews: AI job shock risks throttling India’s consumption
Breakingviews: India IT needs new model to code past AI crunch
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May 6, 2026 • 24 mins
With UK 10-year debt yielding 5%, roughly the highest in over a decade, PM Keir Starmer may face brutal losses in local polls. He could then leave, or steer left. In this Viewsroom podcast, Breakingviews columnists discuss the impact on the country’s budget policy and markets.
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April 30, 2026 • 21 mins
The Iran conflict is showing no signs of ending with the price of crude teetering above $100 a barrel. In this Viewsroom podcast, Breakingviews columnists discuss how the fallout from the closure of the Strait of Hormuz will be felt acutely in Europe when the crunch arrives.
Breakingviews: Oil market’s demand crunch is about to go global
Breakingviews: Airline fuel cloud lacks 2022-style silver lining
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