from Breakingviews:

Trump chooses fear mongering over economic promise

July 22, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from Breakingviews:

Malaysia fiasco undercuts Goldman’s standards push

July 22, 2016

The author is a Reuters Breakingviews columnist.  The opinions expressed are her own.

from Breakingviews:

ASML could be cousin to ARM in next tech wave

July 20, 2016

Dutch microchip printer maker ASML could be an analogue to takeover target ARM if two of tech’s biggest ideas merit the hype. Japan’s SoftBank has agreed to pay 24.3 billion pounds ($32 billion) for UK chip designer ARM on the basis that it will be a prime beneficiary of “the internet of things”, where appliances chat to one another over the worldwide web. That in turn should create masses of “big data” that companies can crunch to learn more about their customers. And that is where ASML, which beat analyst expectations of second-quarter earnings on July 20, comes in.

from Breakingviews:

The City will survive Britain’s big rift

July 19, 2016

The City of London will remain a financial hub for longer than Britain remains a member of the European Union. Talks over how the United Kingdom leaves the EU could end with extra regulation, higher costs and more capital requirements for the financial sector. But it’s unlikely that clients – principally, asset managers and non-financial companies – will move much. They are the ones who drive the so-called “cluster effect”.

from Breakingviews:

Turkey will pay high price for political stability

July 18, 2016

President Tayyip Erdogan is reasserting control with a vengeance. His crackdown after Turkey’s attempted military coup offers stability of sorts, which explains why domestic markets have pared some of their kneejerk losses. But it also engenders uncertainty, which investors loathe. Luring foreign money to the country will now be harder.

from Breakingviews:

Cox: Dismantling Dodd-Frank is a Trump distraction

By Rob Cox
July 12, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Breakingviews:

AMC-Odeon deal is both trailer and closing credits

July 12, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Breakingviews:

U.S. anti-inversion push has a harmful flipside

July 7, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are her own. 

from Breakingviews:

Danone investors get creamed by WhiteWave deal

July 7, 2016

Danone’s $12.5 billion purchase of WhiteWave, a soy and almond milk maker based in the United States, is an expensive way of buying growth. The French dairy group can get away with it because expanding outside of Europe looks attractive, and debt comes cheap.

from Breakingviews:

Tesla pressure clouds Elon Musk’s solar gambit

July 5, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.