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United Kingdom

Jennifer Saba

Breakingviews - Viewsroom: Not your mother’s oil shock

19 Sep 2019

NEW YORK (Reuters Breakingviews) - Saudi Arabia is quickly repairing the damage drones inflicted on its oil industry. But the fallout has implications for everything from security to U.S. shale drillers to climate change-driven alternative energy. Plus: Why are AB InBev and ESR restarting Hong Kong listing plans?

Breakingviews - Viewsroom: Nissan’s car-crash CEO

11 Sep 2019

NEW YORK (Reuters Breakingviews) - Hiroto Saikawa is stepping down amid controversy over his pay. It has implications for the company’s rocky Renault alliance, and by extension for the French carmaker’s recent attempt to merge with Fiat Chrysler. Plus, is activist Elliott Management going soft on AT&T?

Breakingviews - Apple TV could be pilot for more dramatic things

10 Sep 2019

NEW YORK/SAN FRANCISCO (Reuters Breakingviews) - Apple is known for the cleanness of its smartphone designs, yet its TV plans have until now been full of static. On Tuesday, the $970 billion company made things a tad clearer, by announcing that its new Apple TV+ package will be cheaper than rivals. That doesn’t guarantee it will be a smash hit, but it’s enough to get a bunch of people trying it out, which will help Chief Executive Tim Cook with a longer-term goal.

Breakingviews - Trump’s chaos theory of negotiation is a dead end

26 Aug 2019

NEW YORK (Reuters Breakingviews) - Donald Trump’s approach to dealing with China on trade has set a new high for erraticism. The U.S. president said on Monday that talks are back on with Beijing, just days after escalating tariffs. But his whipsawing makes it hard for counterparties to engage, as the G7 summit meeting in France demonstrated.

Breakingviews - Viewsroom: How to read the recession runes

22 Aug 2019

NEW YORK (Reuters Breakingviews) - A U.S. downturn is near, judging by past early warning signals from yield curves to bank valuations. But fallout from the 2008 crisis has sapped them of some predictive power. Plus: what the exit of Cathay Pacific’s CEO says about Beijing’s response to the Hong Kong protests.

Breakingviews - Viewsroom: WeWork unfurls the red flags

15 Aug 2019

NEW YORK (Reuters Breakingviews) - The shared-office provider’s long-awaited IPO filing is packed with pointless life-affirming tropes. But it also details a host of conflicts of interest and other risks that should send investors running. Plus: India’s powerhouse Reliance is building a war chest for dominance.

Breakingviews - CBS-Viacom merger is more whimper than Big Bang

13 Aug 2019

NEW YORK (Reuters Breakingviews) - CBS and Viacom, both controlled by the Redstone family, have agreed to a $30 billion reunion. Rogue chief executives, supine boards and dumb disputes gummed up the process. Hefty cost savings won’t make up for the billions in lost value after three years of limbo.

Breakingviews - Viewsroom: Vicious trade cycle traps U.S., China

08 Aug 2019

NEW YORK (Reuters Breakingviews) - The White House’s decision to brand Beijing a currency manipulator is the latest move in a conflict riven by miscommunication, unrealistic expectations and no obvious way out. Plus: Why the LSE is paying $27 bln for Refinitiv, and which of the data firm’s owners comes out on top.

Breakingviews - Viewsroom: Is Beyond Meat worth a bite?

01 Aug 2019

NEW YORK (Reuters Breakingviews) - The meatless-burger maker is the best-performing IPO of the year by far. Now insiders are selling stock early as the company deals with rising competition, regulations and even a potential pea shortage. Plus: Using wine goggles to look at Western firms’ joint ventures in China.

Breakingviews - Tim Cook plays tortoise to Satya Nadella’s hare

30 Jul 2019

NEW YORK (Reuters Breakingviews) - Two of America’s fabled technology giants have traded places, with Tim Cook’s Apple playing tortoise to the hare that is Satya Nadella’s Microsoft. This new drama could be on for an extended run.

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