Reuters Breakingviews @Breakingviews
The world's leading source of agenda-setting financial insight and commentary. Sign up for a free trial of our professional service at https://t.co/wQHuIdv5Fb breakingviews.com Joined January 2008-
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Breakingviews - Exxon and gas markets tell different stories reut.rs/3UphnM6 reut.rs/3UphnM6
📺 Banks like BNP benefited from rising interest rates, so it’s perhaps odd that the French group now seems happy about cuts. As Liam Proud explains, it makes sense: loans will keep repricing higher while deposits could get a little cheaper. Watch 👉 reuters.com/video/watch/id…
Thoma Bravo UK cyber deal looks a little too good - bit.ly/3WiLLdC - @aimeedonnellan
Breakingviews - CVC’s Darwinian pay policy puts rivals on the spot reut.rs/3WbZ4MM reut.rs/3WbZ4MM
BHP investors throw CEO too short an M&A leash - bit.ly/3xT78YJ - @AntonyMCurrie
Breakingviews - Through Aramco, Peak China courts Peak Oil reut.rs/3Uomnk6 reut.rs/3Uomnk6
Breakingviews - CVC’s Darwinian pay policy puts rivals on the spot reut.rs/4aWmxWL reut.rs/4aWmxWL
Breakingviews - Through Aramco, Peak China courts Peak Oil reut.rs/3WfN0u0 reut.rs/3WfN0u0
Anglo American has grounds to play hard to get. The miner's recent woes explain why it's an easy target for BHP, but its jumble of assets could be worth more. My view for @Breakingviews: breakingviews.com/considered-vie…
Detroit’s revenue engines finally start to fire - @JMAGuilford - bit.ly/44gRXVl
Breakingviews - US economy is a victim of its own success: podcast reut.rs/4dfxEM8 reut.rs/4dfxEM8
Breakingviews - Vote no to bashing proxy advisers reut.rs/3UyDoJs reut.rs/3UyDoJs
Breakingviews - European banks have little to lose from rate cuts reut.rs/49N0gJC reut.rs/49N0gJC
Breakingviews - US economy is a victim of its own success: podcast reut.rs/44cVaFn reut.rs/44cVaFn
🎙️ The US emerged as the world’s growth engine at the IMF summit last week. Columnists debate whether this debt-fuelled strength means that interest rates will stay high for longer and how that could raise the risk of a recession. Listen 👉 podcasts.apple.com/gb/podcast/us-…
Breakingviews - Vote no to bashing proxy advisers reut.rs/4datCVh reut.rs/4datCVh
Breakingviews - European banks have little to lose from rate cuts reut.rs/49V3R8D reut.rs/49V3R8D
European banks have little to lose from rate cuts - bit.ly/44mtZIo
Breakingviews - BHP CEO tests his M&A promise in Anglo American reut.rs/4b5QKSS reut.rs/4b5QKSS
EU Fannie Mae idea is bad answer to good question - bit.ly/44hnbM2 - @rebeccawire
Reuters Business @ReutersBiz
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OFFICIAL CULT NEWS @REALCULTNEWS
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©️redit From Ⓜ�.. @Credit_Junk
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Reuters Business @ReutersBiz
2.7M Followers 247 Following The latest business and financial news from around the 🌍 with insights from @breakingviews. Our new daily podcast is here: https://t.co/WoRUGLyyeH
Reuters World @ReutersWorld
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Bloomberg Opinion @opinion
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Ole S Hansen @Ole_S_Hansen
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John Kemp @JKempEnergy
69K Followers 405 Following Energy analyst, public policy specialist, amateur historian. Currently at Reuters. Welcome constructive debate. Zero tolerance for trolling. Like = bookmark
Reuters UK @ReutersUK
157K Followers 464 Following Reuters UK editors. From pigeons to multimedia, Reuters has been delivering the news since 1851.
John Authers @johnauthers
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Francine Lacqua @flacqua
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Felix Martin @felixmwmartin
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Afiq Fitri Alias @a_fitri_alias
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Sheel Mohnot @pitdesi
117K Followers 3K Following Posting stuff I find interesting. Work: @btv_vc, leading pre/seed rounds of fintech cos. apply to our accelerator https://t.co/LSnRc5xYjD! Always up for adventure.
Anita Ramaswamy @AnitaRamaswamy
11K Followers 6K Following soon: hot takes on the business of tech @theinformation, by way of @reuters, @techcrunch, @businessinsider | az gal 🌵 sagittarius ♐ recovering i-banker 🤝
Shritama Bose @ShritamaBose
697 Followers 1K Following India columnist @Breakingviews, based in Mumbai. Earlier with @FinancialXpress.
Ben Winck @BenWinck
2K Followers 1K Following Media Relations @BrookingsEcon. Previously @breakingviews, @thisisinsider, Northwestern Medill ‘19, and @business DC.
Dasha Afanasieva @dasha_reports
4K Followers 6K Following Reporter @business Views are my own and not my employer's
Aaron Busch @tripperhead
89K Followers 115 Following I watch and read the 🇭🇰 news so you don't have to. Subscribe to the Tripperhead Gazette for all the latest HK news: https://t.co/ghVTw00Xhf
Mary C. Daly @MaryDalyEcon
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Yawen Chen @ywchen1
3K Followers 873 Following Columnist @Reuters @Breakingviews. Views subject to change on new evidence/data. 世事洞明皆学问
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Jason Subler @jsubler
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28K Followers 426 Following Senior Advisor (for China) Department of Commerce. Personal Account. On leave from Stanford University's Hoover Institution, Opinions my own.
Julie Segal @julie_segal
5K Followers 380 Following @iimag writer's view of #finance, #assetmanagement, #investing. Read some of my best: http://t.co/bLCq3NGKa8 http://t.co/kaaAh7duPN http://t.co/Ylfz295JOk
Sue-Lin Wong 黄淑�.. @suelinwong
42K Followers 2K Following Southeast Asia correspondent @TheEconomist | Previously in China | Host of "The Prince", a podcast about Xi Jinping
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46K Followers 1K Following Official @EU_Commission account for Financial Stability Financial Services and Capital Markets Union. #MiCA #SustainableFinanceEU
Stephen Quest @stephen_quest
6K Followers 2K Following Director-General, Joint Research Centre - European Commission. Father of four, music fan & occasional cyclist. RT = interesting, not endorsement. @EU_ScienceHub
EU Economy & Finance @ecfin
68K Followers 887 Following Official @EU_Commission account on EU 🇪🇺 economy and finances #NextGenerationEU #ECForecast #EuropeanSemester #InvestEU #EUBEF24 RT/Follow ≠ endorsement
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501 Followers 295 Following Research proj producing recommendations on fair+sustainable taxation- and social policy reforms Funded by EU’s H2020 research and innovation programme 2014-2018
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13K Followers 1K Following Professor at Lausanne University, Non Resident Fellow at Bruegel; Former Director, OECD Centre for Tax Policy and Administration; Views are my own.
I've been informed that Dafna and Ela are not on the list of the 13 hostages to be released tomorrow. This is incredibly difficult for me; I long for their return. I'm relieved for the other families and hopeful for the release of all the hostages.
Now it's Spotify laying off 6%. My piece from last week on why tech firms are all firing around the same percentage of workers - it makes CEOs look serious about cutting costs, while still having more workers than pre-pandemic. breakingviews.com/considered-vie…
It me. Job is new, photo is old. Excited for a new challenge with @Breakingviews. And congrats to all my colleagues starting in new roles!
.@jgfarb named global corporate finance editor at @Breakingviews: talkingbiznews.com/business-media…
On @Breakingviews: China's Communist Party Congress could hand President Xi Jinping an unprecedented third term. Hopes Beijing will then focus on growth are likely misplaced. As the economy slows, investors may fixate on signs of the worst, says @ywchen1 reut.rs/3QA3RkB
Circa 2008 for @Breakingviews - if only they listened. @nytimes breakingviews.com/considered-vie…
In April, I also questioned Klarna’s business model as the Swedish firm started offering instalment loans for groceries and gas. For starters, why would grocers or gas stations pay fees to BNPL firms in exchange for the loans? breakingviews.com/considered-vie…
My piece in May argued that the valuation could go as low as $11 bln based on public rivals’ comp. Share prices of the likes of Affirm obviously have come down further. You can read it here: reuters.com/article/us-com…
**JOB ALERT** We are hiring an India columnist with a special focus on fixed income and economic policy. This is an exciting opportunity to join the Reuters Breakingviews team and to set the agenda on one of the world’s most important financial stories. bit.ly/3MQENnt
Asia produces over 80% of the world’s marine-plastic waste. Read @Diop_IFC’s OpEd in @Reuters @Breakingviews to learn how #BlueFinance can save the region’s plastic-filled oceans: wrld.bg/RR2u30slERo #WorldOceansDay
Hundreds of Lithuanians are clubbing together to buy an advanced military drone for Ukraine in its war against Russia, in a show of solidarity with a fellow country formerly under Moscow's rule reut.rs/3NCRnYs
"It's a stockpicker's year" (James Gorman) sort of scares the 401k inside of me....
.@MorganStanley CEO James Gorman tells @GinaChon that inflation is clearly not transitory. "The market does not have the right to free money forever," he says. If the market doesn't like rate rises, "too bad." Watch live bit.ly/3fY8Qvw #BVPredicts
Hoping people don’t take this too seriously 🤞🏻
There are a few shiny new financial opportunities that could pop up in 2022, from a melding of SPACs with NFTs to a new crypto-churn account, says @richardbeales1. #BVPredicts reut.rs/3EVHKPZ
The banks that signed off on Didi’s New York IPO, including Goldman Sachs, Morgan Stanley, and J.P. Morgan, will be watching closely. My latest:
Beijing is requiring foreign financial institutions that help Chinese companies list overseas to register and be monitored. Theoretically it’s easy enough to fill in the forms. In practice it means more due diligence and retroactive risk, says @ywchen1 reut.rs/3426mtn
I'm attending REUTERS NEXT - uniting global leaders and forward thinkers to reimagine solutions to the challenges the new year brings. Registration is free for a limited time only, register now bit.ly/2IoVris
Will there ever be an Amazon of payments? @peter_tl of @Breakingviews discusses it with @MolliePayments Shane Happach and @eqt Shannee Braun at @WebSummit #WebSummit2021
Love writing about @ReserveBankofNZ - they are always interesting, both when they lead the way and when they fight against prevailing tide!
New Zealand’s central bank is suddenly halting bond-buying in a sign that it may soon raise interest rates. Kiwis show world how to deliver sharp policy jolts, says @swahapattanaik: bit.ly/2VLnLCJ
because who doesn't like gong-bashing gifs?
Chinese IPO detour benefits Hong Kong only so much, says @JennHughes13: reut.rs/3yBYBnQ
@rob_cyran Also worth reupping this piece from @johnsfoley on Robinhood, totally borne out by the IPO filing - 80% of revenue in Q1 came from payments for order flow, a stream that can’t be easily predicted or, really, reiled upon: bit.ly/367PI9u
The financial logic of why the US should vaccinate the world - my latest. breakingviews.com/considered-vie…
U.S. profit margins won’t get any better than this, writes @swahapattanaik. bit.ly/3pDIC5u
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