Friday, December 30, 2016

Breakingviews TV: Trickledown Trump

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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