Edition:
United Kingdom

Lauren Silva Laughlin

Breakingviews - Cities exodus will be more fringe than fashion

01 Jun 2020

DALLAS (Reuters Breakingviews) - The coronavirus lockdowns dragging on in the world’s densest cities have many urban dwellers yearning for more space. That makes a surge in people deciding to decamp to the suburbs and beyond appear likely. But at least one problem will give them pause: inadequate infrastructure.

Breakingviews - Viewsroom: Mega-mega mergers

07 May 2020

DALLAS (Reuters Breakingviews) - The Great Lockdown will inevitably encourage governments to foster the creation of ever-larger “national champions” through corporate consolidation. Rob Cox, Edward Chancellor and Lauren Silva Laughlin discuss possible combos – and why this would be a bad outcome for capitalism.

Breakingviews - White House can lend U.S. shale a helping M&A hand

09 Mar 2020

DALLAS (Reuters Breakingviews) - U.S. President Donald Trump could be getting ready to play M&A adviser in the oil patch. American energy independence is a main tenet of his administration, but that goal is now seriously threatened: The black gold price war between Saudi Arabia and Russia will make many U.S. drillers uneconomic. Encouraging mergers that effectively create a state-backed oil company may be the best way to give the U.S. domestic industry a helping hand.

Breakingviews - Podcast deals put new spin on sorry old tale

23 Jan 2020

DALLAS/NEW YORK (Reuters Breakingviews) - Most podcasts are basically blogs with microphones. So media companies looking to invest in the relatively new medium – such as audio streaming company Spotify Technology – should consider the rocky history of blogging titans like Nick Denton and Arianna Huffington. Even blogging’s success stories have struggled to live up to expectations.

Breakingviews - Review: Theranos story is both crazy and ordinary

29 Mar 2019

DALLAS (Reuters Breakingviews) - Elizabeth Holmes doesn’t blink. At least that’s one of the claims made in the HBO documentary “The Inventor: Out for Blood in Silicon Valley,” released this month. The young founder of blood-testing upstart Theranos, who is set to appear in court later next month to defend criminal charges of fraud, just five years ago sat at the helm of a healthcare technology company worth some $9 billion in the private market. Alex Gibney’s film documents her swift rise and fall. It’s a tale of extremes, yet it underscores Silicon Valley’s proclivity for tolerating – and funding – overambitious, self-aggrandizing dreamers.

Breakingviews - Shutdown tests U.S. companies’ stress filters

16 Jan 2019

DALLAS (Reuters Breakingviews) - What’s the cost of the U.S. shutdown for businesses? Delta Air Lines has taken a guess: $25 million of revenue for every month the government stays closed. Big deal. Like the market plunge that hit bank earnings in the last financial quarter, the shutdown has high visibility but little lasting impact. Investors are focused on risks that are bigger and harder to visualize.

Breakingviews - Investors stop giving U.S. retailers an inch

10 Jan 2019

DALLAS (Reuters Breakingviews) - Investors aren’t giving U.S. retailers an inch. Macy's shares fell by nearly a fifth on Thursday after weak December sales prompted it to cut forecasts. Target and Kohl's also felt the downdraft despite more upbeat numbers. Online disruption and the decline of old stalwarts Sears and J.C. Penney have made investors justifiably jittery.

Breakingviews - Doomsday just another opportunity to create alpha

20 Dec 2018

DALLAS (Reuters Breakingviews) - The world’s richest have long been prepared for the worst, be it financial meltdown, long-term power outages, cyber attacks or pandemic flu. Silicon Valley entrepreneur Sam Altman has an arrangement with billionaire investor Peter Thiel to take a private plane to New Zealand in the event of a systemic collapse, the New Yorker has reported.

Breakingviews - Trump can get what he wants from Saudi in 2019

14 Dec 2018

LONDON/DALLAS (Reuters Breakingviews) - Even by his own standards, Donald Trump has been contradictory on oil. The U.S. president spent much of 2018 berating the Organization of the Petroleum Exporting Countries for keeping crude prices high by undersupplying the market. At the same time, he exacerbated the problem by reinstating export sanctions on Iran. An early December cut by OPEC and fellow producers including Russia is an irritant, but relatively low prices still look attainable.

Breakingviews - Tough U.S. Iran sanctions talk meets oil economics

03 Nov 2018

WASHINGTON/DALLAS (Reuters Breakingviews) - Tough talk by the United States on Iran sanctions is butting up against oil economics. Eight countries can temporarily keep importing Iranian oil without defying the restrictions set to go into effect next week. Top U.S. diplomat Mike Pompeo says the aim is still to go to zero. With a domestic election and Saudi Arabia in a mess, it’s a way to keep acting tough while limiting the risk of oil price spikes. 

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