Reuters Breakingviews

Live Nation deal reprises trustbuster cringe A US legal settlement reverts to pinky-swears ‌in lieu of trying to break up the music venue and ticketing giant. Past agreements didn't end the $40 bln ​company's dominance or make it more popular ​w...

Live Nation deal reprises trustbuster cringe - tinyurl.com/5n7jtz9p

Aramco picks odd time for debut buyback The ​world's top crude exporter will purchase $3 bln of ‌shares, the first such move since its IPO. Big Oil shareholders crave cash returns and Aramco can indulge them, if ​the Iran war ends soon. Eve...

Aramco picks odd time for debut buyback www.breakingviews.com/columns/brea... @ywchen.bsky.social

Iran shock creates problematic fiscal loop The oil ‌crunch will force governments to choose between rapid price rises or costly subsidies, which ​in Europe hit 3.7% of GDP ​after the Ukraine war. Either path ⁠lifts borrowing costs as the econo...

Iran shock creates problematic fiscal loop - www.breakingviews.com/columns/brea...

🎧 The year since Donald Trump’s “Liberation Day” tariff war has produced many surprises.

In this episode of The Big View, @petertl.bsky.social and IMD’s Simon Evenett discuss why dire forecasts fizzled, how China levies fell to 26% — and why a larger jolt looms.

Full episode 👉 reut.rs/4uq517C

China has enviable buffers against Iran oil shock Beijing's chronic insecurity ‌may now work to its advantage. Years of hedging built oil stockpiles sufficient to keep its $20 ​trln economy running for at least four ​months, while also diversifying s...

China has enviable buffers against Iran oil shock - tinyurl.com/6p62wvre

Breakingviews - China's property reset comes with a heavy price President Xi Jinping’s ⁠crackdown cut ​real estate debt by ​17%, crushed speculation and lowered systemic risk. ​Five years ​on, though, house prices continue ‌to ⁠fall and the distortions that fed th...

China's property reset comes with a heavy price - tinyurl.com/3hwnn4hd

US corporate titans have little margin for error Despite a government shutdown and AI anxiety, ​the S&P 500’s blue-chip ​firms grew earnings by 14% ⁠in 2025’s final quarter. ​Strip out tech, though, and ​that falls to 7%. With forecasts leveling off...

US corporate titans have little margin for error - tinyurl.com/44rw4zst

Gulf oil shock creates new hierarchies of pain With nearly 11 bln ‌barrels in global inventories, policymakers can push against oil prices that are now above $100 a ​barrel. Yet stocks aren’t evenly distributed ​geographically. And in some sectors...

Gulf oil shock creates new hierarchies of pain www.breakingviews.com/columns/brea... @ywchen.bsky.social

Gulf chaos hits European fliers more than carriers The conflict is restricting regional airports, hurting airlines ‌like Qatar. Though a prolonged crisis would raise fuel bills, European groups like $21 bln IAG are partly shielded – Russian ​airspace ...

Gulf chaos hits European fliers more than carriers - www.breakingviews.com/columns/brea... @olivertaslic.bsky.social

Breakingviews - The Week in Breakingviews: What’s next for Iran? Welcome back! A week ago I woke up to find out that the United States and Israel were attacking Iran. It’s the second time this year that President Donald Trump has targeted another country’s leader –...

The Week in Breakingviews: What’s next for Iran? www.reuters.com/commentary/b... @petertl.bsky.social

Breakingviews - New Delhi has weak hand in bank deal frenzy Fairfax ‌may buy a 61% stake from Indian state entities in $13 bln IDBI. ​A transaction could be the ​largest ever cross-border bet on the ⁠country's lenders. But voting rules for ​private banks and c...

New Delhi has weak hand in bank deal frenzy - tinyurl.com/4s9tjfn6

South Korea’s value push lacks activist pull Seoul is pressuring tycoon-run ‌firms through retail-trader friendly reforms. But to win more campaigns from pushy shareholders like Elliott and ​Oasis who are reshaping Japan Inc, ​Korea's $4 trln ma...

South Korea’s value push lacks activist pull - @hudsonlockett.bsky.social - tinyurl.com/26taa8te

Dour US employment data raises stakes for the Fed A shock initial estimate of 92,000 job losses in February ​casts a pall over ​a once seemingly resilient labor market. ⁠Incoming central bank chief ​Kevin Warsh may now be ​stuck between Iran war-indu...

Dour US employment data raises stakes for the Fed - tinyurl.com/wwaxc9pp @gaberubin.bsky.social

Toyota will be biggest winner in $8 bln chip deal Japan's Denso, ‌a major supplier to the auto giant, is in talks to acquire chipmaker Rohm. The ​strategic rationale is unclear and financial ​returns look meagre. But a deal ⁠allows Toyota to tighten ...

Toyota will be biggest winner in $8 bln chip deal - www.breakingviews.com/columns/brea...

Markets’ Iran base case looks like a best case Oil prices in the ‌mid-$80s a barrel suggest investors expect a swift end to US and Israeli attacks. That ​only makes sense if a post-conflict ​Iran is stable. Given the likelihood ⁠of continuing rule...

Markets’ Iran base case looks like a best case - www.breakingviews.com/columns/brea...

Iran war shakes Egyptian carry trade Upheaval in ​the Middle East has jacked up the country’s energy ‌costs and driven global investors to dump $2.6 bln of its bonds. Hot money has spent two years running a lucrative $20 bln bet on ​the ...

Iran war shakes Egyptian carry trade - www.breakingviews.com/columns/brea...

China's top economic target may be inflation Officials unveiled few new policies during their ​biggest political gathering. But ​the latest 4.5% to 5% ⁠annual growth goal, the ​most modest in decades, shows combating ​deflation is a big priority...

China's top economic target may be inflation - tinyurl.com/estdcmjd

Breakingviews - Lloyd Blankfein memoir dispels Goldman's mystique The $260 billion ​bank’s former boss ​has written an unusually ⁠frank account of his ​career. 'Streetwise' explains how ​the Wall Street firm became a global behemoth and navigated ​the 2008 crisis. ​...

Lloyd Blankfein memoir dispels Goldman's mystique - tinyurl.com/wv86cmpx

Pentagon clash exposes Anthropic's weak moat Defense ‌contractors like Lockheed Martin may drop the $380 bln startup’s models amid a federal ban. ​A rapid pivot would show that ​AI isn’t that sticky. Worse, if ⁠no truce is reached, then CEO ​Dar...

Pentagon clash exposes Anthropic's weak moat - tinyurl.com/57m4z42v

Iran conflict is fresh threat to US fiscal future Heavy military ‌spending and supply ructions will challenge a profligate government also facing a $175 bln hit ​from cancelled tariffs. Higher interest rates ​increase the risk of a sovereign ⁠debt sp...

Iran conflict is fresh threat to US fiscal future - tinyurl.com/ycy7sreh @gaberubin.bsky.social

Iran reveals stretched Trump tariff trades War in the Middle East has triggered a reversal of winners and losers ​from Donald Trump’s levies. Consumer staples ​stocks are down, as is gold, ⁠while the dollar is up ​1.3%. Regardless of whether d...

Iran reveals stretched Trump tariff trades - www.breakingviews.com/columns/brea...

Europe M&A revamp is mini remedy for scale woe Brussels wants to ease merger rules to create industrial champions. But EU intervention ​isn't the problem – it blocked ​under 1% of 4,000 or so ⁠deals it investigated in the ​past 10 years. Power str...

Europe M&A revamp is mini remedy for scale woe - www.breakingviews.com/columns/cons...

Toyota $19 bln stock unwind can tick many boxes The carmaker ‌might reduce strategic shareholdings via buybacks, bringing it a tad closer to a punchy ​returns target and marking a shift ​in the company's support of Tokyo's ⁠efficiency push. It also...

Toyota $19 bln stock unwind can tick many boxes - tinyurl.com/2hdfj28a

Breakingviews - War angst and AI hype mar Seoul's market ambitions The country's $3 ‌trln index rebounded 10% a day after a record 12% plunge, reflecting the economy's exposure ​to Iran-driven energy shocks. Yet the ​KOSPI is still a top global ⁠performer thanks to s...

War angst and AI hype mar Seoul's market ambitions
- tinyurl.com/4yw9mavz

Italy’s MPS adds governance risk to dicey M&A Luigi Lovaglio, CEO of ‌Banca Monte dei Paschi di Siena, may not be on a list of candidates for ​the new board. It comes months ​after his complex $19 bln Mediobanca takeover, ⁠and following a clash w...

Italy’s MPS adds governance risk to dicey M&A - www.breakingviews.com/columns/brea...

Gulf crisis worsens global missile supply crunch The ​UAE has used interceptors like Patriots to down ‌almost 200 Iranian salvoes. It's hard to gauge if the country and its neighbours have enough to quell sustained ​attacks. But rising missile deman...

Gulf crisis worsens global missile supply crunch - www.breakingviews.com/columns/brea...

Hormuz reopening is not solely in Trump’s gift The US president thinks ‌tanker insurance and Navy escorts will restart Strait flows. But his fleets are targets, escorts lack ships, ​and precedent suggests shipping volumes don’t ​instantly recover ...

Hormuz reopening is not solely in Trump’s gift - www.breakingviews.com/columns/brea...

India’s AI software freakout has solid foundation New tools from Anthropic ​spell uncertainty for ​the sector. The stakes are ⁠higher for India, ​where any reduction of IT ​exports could lead to rocketing inflation and a currency crisis ​for the $4 t...

India’s AI software freakout has solid foundation - tinyurl.com/3ncusw4h

Breakingviews - Hyundai Motor's robots herald hardware reboot The Tucson maker depends ‌on cars for profit, but less so for a recently enlarged $100 bln market cap. Rather, the rise ​reflects optimism in its Boston Dynamics unit ​commercialising the tech. A rena...

Hyundai Motor's robots herald hardware reboot - tinyurl.com/bdfkn4c8

Xerox prints a new twist for debt markets Aided by TPG’s credit ‌arm, the declining printer brand pulled off a tricky reshuffle, borrowing $450 mln against intellectual property and ​issuing warrants to draw debtholders into ​a haircut. Capit...

Xerox prints a new twist for debt markets - tinyurl.com/43fyyhrm