The new U.S. Treasury secretary says investors are reacting positively to President Trump's policies. Gina Chon and Jeffrey Goldfarb discuss what happens when the stock rally inevitably reverses.
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Monday, February 27, 2017
Friday, February 24, 2017
Breakingviews TV: Tesla's new gear
The electric-car maker's results did not provide any insight into why its shares have been on a tear. Richard Beales and Jeffrey Goldfarb discuss the growing cult of Elon Musk as a factor.
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Thursday, February 23, 2017
Breakingviews TV: Latam trumps populism
Antony Currie and Martin Langfield explain why a second round for Ecuador's presidential election is a victory for sensible politics in the region, but U.S.-inspired jingoism is a threat.
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Wednesday, February 22, 2017
Breakingviews TV: Witch-Kraft
The proposed $143 bln takeover of Unilever by Kraft Heinz was yanked almost as quickly as it surfaced. Breakingviews editors discuss what leftovers the deal might cook up.
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Tuesday, February 21, 2017
Breakingviews TV: CNN to CBS?
Jennifer Saba and Richard Beales discuss the possibility that Time Warner, selling itself to AT&T for $85 bln, may be forced by regulators to sell CNN – and why CBS might buy it.
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Friday, February 17, 2017
Breakingviews TV: Snappy pricing
Jeffrey Goldfarb tells Richard Beales why investors will probably struggle to stay away from the nearly $20 bln initial public offering of Snapchat's parent, despite plenty of red flags.
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Thursday, February 16, 2017
Breakingviews TV: SoftBank storms Fortress
The Japanese telecom titan's $3.3 bln acquisition of a private-equity firm may be a smart, albeit strange, so-called acqui-hire. Tom Buerkle and Jeffrey Goldfarb consider the merits.
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Wednesday, February 15, 2017
Breakingviews TV: Moteurs Généraux
Antony Currie and Richard Beales explore why the French maker of Peugeot cars may want to acquire General Motors' European operations and why offloading Opel and Vauxhall could suit GM, too.
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Tuesday, February 14, 2017
Breakingviews TV: Ice sculpture M&A
Antony Currie and Robert Cyran explain why Allergan's $2.5 bln deal for fat-freezing firm Zeltiq offers more certainty of cold, hard cash than some of its other recent acquisitions.
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Monday, February 13, 2017
Breakingviews TV: Moelis of Arabia
Boutique investment bank Moelis landed a role advising on what could be the world's biggest IPO, of Saudi oil producer Aramco. Antony Currie and Jeffrey Goldfarb discuss the significance.
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Friday, February 10, 2017
Breakingviews TV: Trumping NAFTA
Martin Langfield and Richard Beales explore how the president might use the scrapped TPP pact to improve America's trade deal with Mexico and Canada, and why Canada has to walk a fine line.
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Thursday, February 9, 2017
Breakingviews TV: Tequila priced to sell
Underwriters will uncork Jose Cuervo's IPO at a valuation that is sure to whet investors' thirst despite the political ructions between Donald Trump and Mexico, Tom Buerkle tells Rob Cox.
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Wednesday, February 8, 2017
Breakingviews TV: City of alights?
A Parisian trade group is trying to woo British bankers as they mull their Brexit plans. Rob Cox and Jeffrey Goldfarb discuss the financial, cultural and political considerations.
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Tuesday, February 7, 2017
Breakingviews TV: Dodd-Frank rollback
Antony Currie and Richard Beales dissect the future of U.S. bank regulation after Friday's executive order from Donald Trump and comments from his new lieutenant, ex-Goldman No. 2 Gary Cohn.
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Monday, February 6, 2017
Breakingviews TV: Snap's crackle and pop
In its IPO plan, the vanishing-message app called itself a camera company and disclosed nearly $1 bln of cash-burn over the last two years. Breakingviews columnists look at the big picture.
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Friday, February 3, 2017
Breakingviews TV: Facebook gets liked
Jen Saba and Tom Buerkle discuss the drivers behind Facebook’s blowout quarter and the challenges its digital dominance poses for Snap as it prepares to release financials for its IPO.
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Thursday, February 2, 2017
Breakingviews TV: Apple's bounce
The iPhone maker's market value gained $35 bln after reporting fiscal first-quarter profit of nearly $18 bln and pledging to double revenue from services. Rob Cox and Rob Cyran discuss.
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Wednesday, February 1, 2017
Breakingviews TV: Under Armour pummeled
Jen Saba and Tom Buerkle discuss the challenges facing the athletic-wear maker and its founder, Kevin Plank, after a sharp slowdown in sales knocked a quarter off the firm’s market value.
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