The Great Debate

from Breakingviews:

Cox: Bloomberg’s White House hurdle is Wall Street

February 4, 2016

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

How Volkswagen set the pace for the new era of ‘smart fraud’

By Lynn Stuart Parramore
October 6, 2015

lp-vw-storage

Volkswagen cars in a delivery tower at the company’s headquarters in Wolfsburg, March 12, 2012. REUTERS/Fabian Bimmer

Why Donald Trump wants to hike taxes on hedge-fund billionaires

By Benjamin C. Waterhouse
September 10, 2015
Trump gestures next to an architectural rendering of The Trump Organization's redevelopment of the iconic Old Post Office building into a luxury hotel, in Washington

Donald Trump with an architectural rendering of the Trump Organization’s redevelopment of the Old Post Office building into a hotel, in Washington, September 10, 2013. REUTERS/Kevin Lamarque

from Breakingviews:

Rob Cox: Wall Street’s rave party feels the drop

September 3, 2015

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

from Breakingviews:

Rob Cox: Uber gets a pass on its Wall Street habit

June 30, 2015

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

from Breakingviews:

American banking has its own Tea Party

November 25, 2014

By Rob Cox

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

from Anatole Kaletsky:

Time for a ‘melt-up': The coming global boom

By Anatole Kaletsky
November 14, 2014

European Central Bank Governor Mario Draghi speaks at a news conference during the World Bank/IMF annual meetings in Washington

Get ready for a “melt-up.”

Back in mid-October, as stock markets around the world plunged faster than at any time since 2011, many investors and economists feared a meltdown. But with the U.S. economy steadily expanding, monetary and fiscal policies becoming more stimulative in other parts of the world and the autumn season for financial crises now over, a melt-up seems far more likely.

from Breakingviews:

Don’t blame the messenger, Jefferies

November 3, 2014

By Rob Cox

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

from Breakingviews:

Why Citigroup would be better in bits

September 2, 2014

By Rob Cox

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

Nine years ago, Breakingviews proposed an “extreme idea” to Citigroup’s then-leader Charles Prince. The $240 billion New York bank’s market capitalization was lower than the worth of its parts valued separately. By splitting into three separate units, the idea was, Prince could hand shareholders an extra $50 billion or so, the equivalent of one entire U.S. Bancorp at the time.

from Anatole Kaletsky:

Yellen’s remarkably unremarkable news conference – and why it’s a good thing

By Anatole Kaletsky
June 19, 2014

Yellen holds a news conference following two-day Federal Open Market Committee meeting at the Federal Reserve in WashingtonJohn Maynard Keynes famously said that his highest ambition was to make economic policy as boring as dentistry. In this respect, as in so many others, Federal Reserve Chair Janet Yellen is proving to be a loyal Keynesian.