Antony Currie and Gina Chon explain how the president-elect's policies on tax, infrastructure and repatriating corporate cash will benefit the rich way before they help the less well-off.
Read more
Friday, December 30, 2016
Thursday, December 29, 2016
Breakingviews TV: Cash but not jobs
Breakingviews editors dissect a likely 2017 Trump tax break for U.S. companies repatriating cash from overseas and explain why most of it is likely to go to shareholders, not towards factories and job creation.
Read more
Read more
Wednesday, December 28, 2016
Breakingviews TV: U.S. states' $1 trln hole
Kevin Allison and Richard Beales discuss how rising interest rates may help reduce U.S. states' pension funding shortfall in 2017 – but not by much, especially with investment return assumptions still too high.
Read more
Read more
Tuesday, December 27, 2016
Breakingviews TV: Steering driverless cars
Among the many issues surrounding autonomous vehicles, there are growing questions about insurance. Richard Beales and Jeffrey Goldfarb consider the risk assessments for GM, Google, Geico and beyond.
Read more
Read more
Friday, December 23, 2016
Breakingviews TV: Latam pain-gain trade
Antony Currie and Martin Langfield explain how austerity measures implemented by right-leaning leaders in Brazil and Argentina could spark a populist backlash if growth doesn't ignite soon.
Read more
Read more
Thursday, December 22, 2016
Breakingviews TV: Banking on Trump
Wall Street firms' shares rallied mostly on hopes of tax cuts and interest-rate hikes, explain Breakingviews editors. Capital returns and brisker business remain too theoretical to model.
Read more
Read more
Wednesday, December 21, 2016
Breakingviews TV: Robots vs. Trump
The president-elect wants to restore U.S. manufacturing jobs. But Antony Currie and Gina Chon explain the bigger effect on employment is the rise of machines, not much-maligned free trade.
Read more
Read more
Tuesday, December 20, 2016
Breakingviews TV: Marissa Mayer's misses
Jennifer Saba and Richard Beales wonder how much has to go wrong on the Yahoo CEO's watch before she loses the traditional second chance and becomes unemployable as a company boss.
Read more
Read more
Monday, December 19, 2016
Breakingviews TV: DeVry gets schooled
As for-profit education stocks soar, Kate Duguid and Tom Buerkle discuss the fraud settlement by DeVry University, possibly the last of its kind with the Trump U. founder set to take office
Read more
Read more
Friday, December 16, 2016
Breakingviews TV: Fox eye on the Sky
Rupert Murdoch's Twenty-First Century Fox has agreed to take full ownership of European pay-TV operator Sky for $15 bln. Jeffrey Goldfarb and Jen Saba discuss the strategic and financial logic.
Read more
Read more
Thursday, December 15, 2016
Breakingviews TV: A tale of two banks
Tom Buerkle and Antony Currie discuss what the latest senior-management changes mean for Goldman Sachs and dig into fresh stumbles for Wells Fargo boss Tim Sloan.
Read more
Read more
Wednesday, December 14, 2016
Breakingviews TV: Rex Tillerson
Kevin Allison and Richard Beales weigh the pros and cons of the Exxon Mobil CEO becoming Donald Trump's secretary of state, and what it means for the leadership of the $380 billion energy giant.
Read more
Read more
Tuesday, December 13, 2016
Breakingviews TV: Redstones' new M&A dance
Media mogul Sumner and daughter Shari have given up on a CBS-Viacom merger. Antony Currie and Jennifer Saba explain that other industry deals have raised hopes of finding better partners.
Read more
Read more
Monday, December 12, 2016
Breakingviews TV: Goldman's Trumpster?
Breakingviews editors discuss the latest report that Gary Cohn, No. 2 at Goldman Sachs, might join Donald Trump's administration - and what his departure would mean for the investment bank and CEO Lloyd Blankfein.
Read more
Read more
Saturday, December 10, 2016
Breakingviews TV: Bankers emboldened
Donald Trump’s election has boosted lenders' stocks and raised hopes of regulatory reform. Tom Buerkle and Antony Currie discuss bankers’ wish lists for the new administration.
Read more
Read more
Breakingviews TV: Merger remorse
Jeffrey Goldfarb and Richard Beales discuss Abbott Labs' court maneuver to escape buying Alere, and what it says about the challenges of consummating ambitious, late-cycle M&A deals.
Read more
Read more
Friday, December 9, 2016
Breakingviews TV: Merger remorse
Jeffrey Goldfarb and Richard Beales discuss Abbott Labs' court maneuver to escape buying Alere, and what it says about the challenges of consummating ambitious, late-cycle M&A deals.
Read more
Read more
Thursday, December 8, 2016
Breakingviews TV: Bankers emboldened
Donald Trump’s election has boosted lenders' stocks and raised hopes of regulatory reform. Tom Buerkle and Antony Currie discuss bankers’ wish lists for the new administration.
Read more
Read more
Wednesday, December 7, 2016
Breakingviews TV: Mexican flex
After months of being treated like a piƱata by Donald Trump, Mexico held a successful auction of oil-drilling rights. Martin Langfield and Jeffrey Goldfarb discuss the implications.
Read more
Read more
Tuesday, December 6, 2016
Breakingviews TV: No extra pay for M&A
Gaming firm Activision Blizzard will give its CEO a bonus for dealmaking. Antony Currie and Robert Cyran explain that creates skewed incentives for executives already well paid to consider mergers.
Read more
Read more
Monday, December 5, 2016
Breakingviews TV: One-knight stand
Chess officials were hoping this year's world championship would kick off a lucrative new effort to commercialize the sport. Kate Duguid and Jeffrey Goldfarb explain why chess just doesn't scale.
Read more
Read more
Friday, December 2, 2016
Breakingviews TV: Aircraft M&A takes flak
Antony Currie and Kevin Allison explain why Starboard wants to shoot down Rockwell's $6.4 bln offer for seatmaker B/E – and why such tactics have a mixed track record.
Read more
Read more
Thursday, December 1, 2016
Breakingviews TV: Treasury under Trump
Antony Currie and Gina Chon discuss nominee Steven Mnuchin's Wall Street background and whether his bipartisan bent bodes well for securing broad support for U.S. fiscal policy.
Read more
Read more
Subscribe to:
Posts (Atom)