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  • Breakingviews TV: Under protest August 16, 2019
    Hong Kong demonstrations escalated again, including at the airport. Local carrier Cathay Pacific got caught up in the mess. And the economic roots of the unrest are becoming clearer. Clara Ferreira Marques and Jeffrey Goldfarb discuss the latest from the financial hub.
  • Breakingviews TV: Kicking GE August 15, 2019
    The troubled conglomerate is facing claims it’s hiding $38 bln in potential losses. Tom Buerkle outlines the accusations leveled by Harry Markopolos, famous for trying to call out Bernie Madoff’s Ponzi scheme – and why GE’s past makes it an easy target for such allegations.
  • Breakingviews TV: WeWorking it August 14, 2019
    The office provider’s IPO prospectus is a catalog of red flags, from shoddy corporate governance to related-party transactions, not to mention a questionable business model. Rob Cox and Robert Cyran discuss.
  • Breakingviews TV: Tumblr mess August 13, 2019
    Tumblr was once worth $1.1 bln. Verizon is selling it for less than 1% of that. Robert Cyran and Jennifer Saba explain the latest sign that the telecom giant should ditch its internet media aspirations.
  • Breakingviews TV: Macri blow August 12, 2019
    Argentine voters jolted markets by giving opposition leader Alberto Fernandez a big primary election victory. Richard Beales says the vote was a rejection of President Mauricio Macri’s investor-friendly policies, making a change of leadership in October more likely.
  • Breakingviews TV: Yuan short August 9, 2019
    A currency war is brewing between the United States and China. Clara Ferreira Marques and Pete Sweeney discuss how far the Chinese currency might fall, and whether it will help revive cooling growth.
  • Breakingviews TV: $$ and sense August 8, 2019
    Donald Trump complains that a strong currency is undermining his battle with Beijing. He has many ways to weaken the greenback, says John Foley, but one of the best, ironically, would be to call off the trade war to stem safe haven money flows to the United States.
  • Breakingviews TV: Apocalypse NYT August 7, 2019
    The newspaper has prospered by taking on the Trump administration. Now a headline about mass shootings has prompted accusations that it’s normalizing its coverage of the president. That, argues Rob Cox, may hint of life at the Times after the war with Trump ends.
  • Breakingviews TV: Off opioids August 6, 2019
    Robert Cyran and Rob Cox discuss British pharma group Mallinckrodt’s decision to pull a planned spinoff to shareholders of a generics business that sells painkillers.
  • Breakingviews TV: Old new hand August 5, 2019
    European leaders picked Kristalina Georgieva as their choice to run the IMF. While not a knockout candidate, anointing her would at least force the lender to amend its traditional age limits – just as it often tells its borrowers to do, as Tom Buerkle explains.

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