US markets’ exceptionalism goes into reverse
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 wh...
20 Mars 202521min
Germany’s fiscal pivot gives Europe rare hope
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 Viewsro...
13 Mars 202524min
China’s AI catch-up begins to look inevitable
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, Breakingvi...
6 Mars 202521min
Unpredictable White House vexes CEOs everywhere
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, Breakin...
27 Feb 202526min
German elections chart course for a lonely Europe
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 t...
20 Feb 202524min
Japan’s M&A wave is just getting started
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...
13 Feb 202518min
US tariff posturing is dangerous game of chicken
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 c...
6 Feb 202527min
DeepSeek scrambles AI development reasoning
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, Breakin...
30 Jan 202524min
