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Reuters Breakingviews
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 14h
German growth hinges on more than $580 bln bazooka - www.breakingviews.com/columns/brea... @pierrebri.bsky.social
German growth hinges on more than $580 bln bazooka
The German economy shows no sign of emerging from a three-year slump despite Chancellor Friedrich Merz’ fiscal boost pledges. Spending will only materialise next year. But the government is still hesitating on growth-friendly reforms. Further delay will come at a political price.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 17h
The case for a big, one-off wealth tax - @pierrebri.bsky.social - tinyurl.com/5cyjk347
Breakingviews - The case for a big, one-off wealth tax
Cash-strapped Western states must invest in their militaries and green energy. With the top 1% increasing its grip on wealth, and paying little tax, soaking the rich looks justified. But a chunky one-off levy makes more sense than an annual charge, which is vulnerable to dodging.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 17h
Xiaomi crash spotlights smartphone-on-wheels hype - @katrinahamlin.bsky.social - tinyurl.com/4322deju
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 17h
Japan politics chaos puts markets in anxious limbo - @hudsonlockett.bsky.social - tinyurl.com/ycyc22e5
Breakingviews - Japan politics chaos puts markets in anxious limbo
New ruling party leader Sanae Takaichi has ruptured a quarter-century alliance, throwing her prospects as PM into doubt. A firmer yen suggests her big spending plans are kaput, but the generational shake-up will take time to resolve and keep investors guessing for months.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 1d
How to cut Russia’s oil revenue by $80 bln a year - www.breakingviews.com/columns/big-...
How to cut Russia’s oil revenue by $80 bln a year
If G7 finance ministers meeting this week are serious about emptying Vladimir Putin’s war chest, they should try to persuade Gulf countries to pump more crude while getting India to buy less of it from Russia. A well-crafted deal could benefit all key players – and hurt Moscow.
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Reuters Breakingviews @breakingviews.reuters.com · 1d
UK banks' motor fight reopens never ending story - www.breakingviews.com/columns/brea...
UK banks' motor fight reopens never ending story
Investors in British lenders hoped the regulator had last week brought clarity to a long-running car finance scandal. But then Lloyds hiked the amount it had set aside to cover compensation by 40% to $2.6 bln. A new drawn-out row kills off any hope of a quick resolution.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 1d
India's too-big-to-fail conglomerates are flailing - tinyurl.com/3wmjtc48
India's too-big-to-fail conglomerates are flailing
New Delhi intervened to defuse a power struggle at the $300 bln Tata group. It puts the top manufacturer and employer on notice and could speed a stake sale at its holding company. Throw in Adani's US woes, and India is waking up to the danger of depending on a chosen few.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 1d
US-China tensions want for a circuit breaker - @robynmak.bsky.social - tinyurl.com/4phsfntm
Breakingviews - US-China tensions want for a circuit breaker
Donald Trump's 100% tariff threat follows Beijing's claim on the rare earths supply chain. The escalation puts export controls and national security concerns at the centre of trade talks. Even if they reach a deal, mutual dependencies mean hostilities could flare again anytime.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 1d
ANZ's new CEO puts his mouth where investors' money is -
@antonycurrie.bsky.social - tinyurl.com/2s4my2kb
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Reuters Breakingviews @breakingviews.reuters.com · 4d
Private trading could push public markets offstage - www.breakingviews.com/columns/cons...
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 4d
There’s no such thing as a ‘good’ bubble - tinyurl.com/3j8b7sxd
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 5d
Israel’s economy faces an uncertain truce dividend - www.breakingviews.com/columns/brea...
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 5d
Thames creditor plan is Starmer's least-bad option - www.breakingviews.com/columns/brea...
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 5d
LG Electronics shortchanges itself in India IPO - tinyurl.com/5y4jfhmf
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 5d
HSBC's Hong Kong deal leaves shareholders in dark - @antonycurrie.bsky.social - tinyurl.com/99cmuryn
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 5d
China's slim AI budgets are self-reinforcing​​​ - @robynmak.bsky.social - tinyurl.com/c4vkx25p
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 6d
SoftBank robot gamble is pricey bet on Arm sequel - www.breakingviews.com/columns/brea... @karenkkwok.bsky.social
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 6d
How Europe can play to its strengths with AI - www.breakingviews.com/columns/brea... @karenkkwok.bsky.social
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 6d
UK gets biggest ding from motor penalty pile up - www.breakingviews.com/columns/brea...
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 6d
China-BHP spat reinforces M&A appeal - @antonycurrie.bsky.social - tinyurl.com/4ryta3px
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 6d
MG Motor parent's investors ignore warning lights - @katrinahamlin.bsky.social - tinyurl.com/2dftw3vn
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 7d
Alarm IPO will give buyout barons peace of mind - www.breakingviews.com/columns/brea...
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 7d
AstraZeneca’s New York shift augurs London exodus - www.breakingviews.com/columns/cons...
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 8d
Macronism implosion puts Le Pen in a tight spot - www.breakingviews.com/columns/brea... @pierrebri.bsky.social
Macronism implosion puts Le Pen in a tight spot
French PM Sébastien Lecornu has resigned after only a month. Far-right leader Marine Le Pen is calling for new elections. If they leave her more responsible for tackling France’s 3.5 trln euro debt, it may hurt her chances of replacing embattled President Emmanuel Macron.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 8d
UK bank IPO may be another stop on M&A journey - www.breakingviews.com/columns/brea... @liamproud.bsky.social