Gina Chon and Rob Cox discuss the last day of the Democratic Party's powwow in Philadelphia and Mike Bloomberg's successful skewering of Donald Trump's business performance.
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Friday, July 29, 2016
Thursday, July 28, 2016
Breakingviews: Spotlight on trade
The third day of the Democratic National Convention in Philadelphia has turned into a competition for who can best bash global trade deals. Our columnists on the ground discuss.
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Wednesday, July 27, 2016
Breakingviews: Bloomberg's wet kiss
The former New York City mayor will endorse Hillary Clinton for president at the Democratic convention. Rob Cox and Antony Currie discuss if this is a double-edged sword for the candidate.
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Tuesday, July 26, 2016
Breakingviews: Internet 1.0 redux
Breakingviews columnists explain that telecom giant Verizon's $4.8 bln Yahoo purchase and last year's AOL deal leave it backing also-rans in a market dominated by Google and Facebook.
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Monday, July 25, 2016
Breakingviews: Fox News loses its head
Boss Roger Ailes is out after sexual harassment allegations. Antony Currie and Jennifer Saba explain how owner Rupert Murdoch and his sons can turn an ugly situation to their advantage.
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Friday, July 22, 2016
Breakingviews: Parsing Trumponomics
Lanhee Chen, a Hoover Institution fellow and former policy adviser to Mitt Romney, talks to Rob Cox and Gina Chon about trying to find substance on economics at the RNC.
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Thursday, July 21, 2016
Breakingviews: Wall Street and GOP
SkyBridge Capital boss Anthony Scaramucci talks to Jeffrey Goldfarb at the Republican National Convention about what a potential Trump presidency would mean for the economy and markets.
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Wednesday, July 20, 2016
Breakingviews: Goldman axe
A merely modest second quarter could augur more cost cutting for Goldman Sachs. Antony Currie and Jeffrey Goldfarb tick through the bank's results and options.
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Tuesday, July 19, 2016
Breakingviews: SoftBank, ARM and a leg
The Japanese tech and telecom titan run by Masayoshi Son is paying $32 bln for UK chipmaker ARM. Rob Cyran and Jeffrey Goldfarb break down the logic and the exorbitant price.
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Monday, July 18, 2016
Breakingviews: Venezuelan malaise
The country is short of goods from food to diapers to toilet paper. Foreign firms are cutting back. Antony Currie and Martin Langfield discuss whether President Nicolas Maduro will survive.
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Saturday, July 16, 2016
Breakingviews: JPMorgan jump-off
The mega-bank kicked off results season with solid numbers but only earned its cost of capital. Antony Currie and Jeffrey Goldfarb discuss the implications.
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Thursday, July 14, 2016
Breakingviews: Wall Street cut and thrust
Bank profits improved in the second quarter. But Martin Langfield and Antony Currie explain that lenders need to slash more expenses and harness technology better to earn decent returns.
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Wednesday, July 13, 2016
Breakingviews: Augmented reality trumps virtual
The runaway success of Pokemon GO, a sort-of digital scavenger hunt for smartphones, heralds killer apps of the future, Rob Cyran tells Rob Cox.
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Tuesday, July 12, 2016
Breakingviews: Ailing healthcare deals
Investors are highly skeptical about the fate of two mergers involving Aetna and Humana and Anthem and Cigna worth a combined $80 bln. Rob Cyran and Jeffrey Goldfarb check the grim diagnoses.
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Monday, July 11, 2016
Breakingviews: Kit Kat can spoil a Hershey bid
Mondelez wants to acquire Hershey, which is playing hard-to-get. But as Breakingviews columnists discuss, there's a third player in the mix.
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Friday, July 8, 2016
Breakingviews: Danone milks it
The French dairy group's agreed acquisition of soy and almond milk maker WhiteWave for $12.5 bln looks rich. Kevin Allison and Jeffrey Goldfarb chew over the deal math.
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Thursday, July 7, 2016
Breakingviews: Sanofi's contingency plan
The French drugmaker is including a special security as part of its sweetened $10 bln offer to buy Medivation. Rob Cyran and Jeffrey Goldfarb discuss the pitfalls of this so-called CVR.
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Wednesday, July 6, 2016
Breakingviews: Coming soon, Kale Twinkies?
Robert Cyran and Rob Cox discuss the triumphant return of Hostess Brands to the stock market in a $2.3 bln deal with an investment shell run by Gores Group.
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Tuesday, July 5, 2016
Breakingviews: Skullcandy investors miss a beat
A bidding war for the headphones maker won't match its 2011 IPO hype. Samantha Acriche and Kate Duguid explain why down-tempo revenue means shareholders will be singing the buyout blues.
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Friday, July 1, 2016
Breakingviews: Lions at the Gate
Jennifer Saba and Richard Beales unpick the Lions Gate movie studio's $4.4 billion deal to buy pay-TV outfit Starz, finding the fingerprints of media mogul John Malone all over it.
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