Breakingviews - Davos becomes world’s most exclusive watch party The Swiss town of Davos will this week host what amounts to an exclusive watch party for the season premiere of Donald Trump’s second term. The annual gathering of the World Economic Forum (WEF), held in the alpine resort each January, presents itself as a place where the world’s political, business, and financial leaders meet to solve big problems. This year, though, the 2,750 delegates will spend most of their time monitoring the U.S. president’s return to the White House.

Davos becomes world’s most exclusive watch party - reut.rs/42mJroO

US tariffs may lead ratesetters to fight wrong war As Donald Trump returns to the White House, his trade policies could push prices up. Fed Chair Jay Powell and Europe’s Christine Lagarde may be tempted to respond with tactics they think helped lower ...

Central banks are taking victory laps for "defeating inflation" but what if they learn the wrong lessons from the last crisis?
My Big View for @breakingviews.reuters.com argues that using the post-Covid playbook in the future would do more harm than good.

www.breakingviews.com/features/us-...

US exceptionalism turns dollar into global problem The greenback is up 15% against its peers in the past three years. The new administration’s plans for tariffs and tax cuts could make it even stronger than markets expect. Europe, Asia and the UK will...

This year was set to mark the end of the dollar's rally. It is not happening. In this column for @breakingviews.reuters.com, I argue that Trump's tariffs and tax cuts will keep the US currency stronger for longer. That's bad news for the rest of the world.

www.breakingviews.com/considered-v...

The number of children in the world has stopped growing.

Predictions 2025 — Altered States Breakingviews’ Predictions 2025 explores what geopolitical risks, technological shifts and climate change will mean for markets, companies and government

Check out @breakingviews.reuters.com's 2025 predictions here. (And they're free to read, how luckier can you get?) www.breakingviews.com/predictions/

Talk about January blues. UK government bonds have started the year with a thud. Yields are soaring but, in this column for @breakingviews.reuters.com, I argue that this is not a "Liz Truss' moment". But it is a big problem for Chancellor Rachel Reeves and Bank of England Governor Andrew Bailey.

Labour and labour market point to slower BoE cuts The Bank of England is set to leave rates on hold this week. The economy is weak but pay growth is strong, keeping inflation above 2%. The government’s plans will boost GDP and prices in 2025. Until u...

Andrew Bailey is stuck in the middle with u(nemployment). Unless the UK job market gets worse, the Bank of England governor will have to live with strong wage growth, elevated inflation and slow rate cuts, I argue in this column for @breakingviews.reuters.com.
www.breakingviews.com/considered-v...

Labour and labour market point to slower BoE cuts The Bank of England is set to leave rates on hold this week. The economy is weak but pay growth is strong, keeping inflation above 2%. The government’s plans will boost GDP and prices in 2025. Until u...

Andrew Bailey is stuck in the middle with u(nemployment). Unless the UK job market gets worse, the Bank of England governor will have to live with strong wage growth, elevated inflation and slow rate cuts, I argue in this column for @breakingviews.reuters.com.
www.breakingviews.com/considered-v...

ECB’s rearview mirror ignores economic crash ahead The European Central Bank is set to cut rates by just 25 basis points this week because GDP is growing at 0.4% - the quickest since 2022. But inflation is subdued and the outlook for consumers, busine...

This week, the European Central Bank is likely to cut interest rates by just 25 basis points. In this column for @Reuters Breakingviews, I argue that's not enough given the dire state of the euro zone economy. www.breakingviews.com/considered-v...

ECB’s rearview mirror ignores economic crash ahead The European Central Bank is set to cut rates by just 25 basis points this week because GDP is growing at 0.4% - the quickest since 2022. But inflation is subdued and the outlook for consumers, busine...

My colleague @guerreraf.bsky.social on why the ECB is so wrong to be so cautious:
www.breakingviews.com/considered-v...

Will China Take Over the Global Auto Industry? China's electric vehicle capacity will soon match total Chinese domestic auto demand, and total Chinese auto production capacity is already over half of total global auto demand ...

Brad Setser on how China is taking over the global auto industry:
www.cfr.org/blog/will-ch...

Exclusive | Advertising Firms Omnicom and Interpublic Nearing Merger That Would Reshape Industry A deal would create the world’s largest advertising company, with net revenue of more than $20 billion, topping WPP’s $15.1 billion.

Number three and four global advertising firms nearing a merger. Trump's not even taken office yet and the consolidation is already under way.
www.wsj.com/business/med...

TikTok still on track for a sale/ban in the US...

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