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Top news from the United States.
Joined June 2008
Breakingviews - Defence tech shakeout will cement bigwigs’ primacy https://t.co/wjBjhLN8gR
reuters.com
Europe’s rearmament has spawned hundreds of startups, selling drones in particular. In 2026, nervy state buyers mean that public contracts will likely go to deep-pocketed new stars like $31 bln...
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Breakingviews - The BOJ will win Takaichi’s game of fiscal chicken https://t.co/O3RrRIFnU9
reuters.com
Japan’s new prime minister wants more spending to boost growth and the central bank to pause tightening. But government bond sales will weaken the yen and drive up import costs. That will sharpen...
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Breakingviews - Hottest 2026 board member? Artie Fishlin Telijentz https://t.co/qP6dyy1R9j
reuters.com
He’s ready to work at all hours and will never miss a meeting. No other corporate director is as well-versed about the company or the market. The candidate nicknamed AI also can be dispassionate when...
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Breakingviews - Britain’s malaise calls for supply-side revolution https://t.co/neVqcISaOa
reuters.com
The country’s failure to break out of its near-two-decade economic lethargy is destabilising its politics – a common predicament across Europe. Calls for more state spending miss the point. The only...
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Breakingviews - The left-field risk for 2026 is rates going up https://t.co/mcHCpmVW5c
reuters.com
Investors see a 0% probability of tighter US monetary policy in 2026, yet three Federal Reserve rate-setters disagree. Traders also see little chance of higher rates in Europe. Recent hawkish turns...
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Breakingviews - Palliser's Japan Post play walks a tightrope https://t.co/2Jh8QfRzYY
reuters.com
Activist founder James Smith says more transparency at the post office’s property arm could lift the stock. But unlocking the $25 bln he wants likely needs a full spinoff. Smith is playing nice for...
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Breakingviews - The dark side of strong private finances https://t.co/txush0EKMb
reuters.com
The global economy has gone from 'balance sheet recession' after 2008 to 'balance sheet no-cession' today. Asset values have outpaced debts to reach 15 times world GDP. This has kept economies...
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Breakingviews - India flies into airline turbulence of own making https://t.co/uh7VnprUEB
reuters.com
IndiGo is nixing around a thousand flights a day after neglecting to plan for new pilot rest rules, forcing New Delhi to cap fares. The broader issue is the carrier controls some 65% of the skies....
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Breakingviews - Unilever ice cream spinoff needs a scoop of hope https://t.co/gdcrtPMyCj
reuters.com
The consumer goods group is listing its Magnum unit, worth perhaps a lowball $16 bln. That reflects slow growth and the risk that consumers prefer weight-loss drugs to Ben & Jerry's. To rival top...
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Breakingviews - Shell’s output hole is a reason to gulp down Galp https://t.co/LFmWoIym5s
reuters.com
The $212 bln UK major has cut costs and doubled down on oil and gas. Given a problematic lack of new barrels beyond 2030, a deal with its $14 bln Portuguese rival would help. Shell could enter the...
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Breakingviews - UK budget circus reveals technocracy’s limits https://t.co/a1XuH8oX6q
reuters.com
Britain’s fiscal watchdog is facing heat over a data leak and its influence on the government’s 26 bln pound tax hike. The OBR looks ripe for change, but the same dilemma affects central banks and...
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Breakingviews - A China Vanke default may be blessing in disguise https://t.co/aOsGjAvuc8
reuters.com
The developer has long enjoyed strong support from state-owned Shenzhen Metro. That is changing with Vanke pledging its stake in a unit to its backer amid default fears. But a restructuring might...
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Breakingviews - Safety-first budget revives UK’s 1974 question https://t.co/A8hYGW8DXZ
reuters.com
Former Prime Minister Edward Heath famously asked voters whether his government or labour unions ruled Britain. Left-wing politicians now pose the same query about bond markets. Chancellor Rachel...
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Breakingviews - Hong Kong’s deadly fire will have lasting impact https://t.co/AaubO6SI2C
reuters.com
The financial hub faces a big test after a blaze in a residential estate killed at least 55 people. Developers will likely bear higher safety costs. Officials may also accelerate efforts to tackle a...
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Breakingviews - UK budget beat lacks a long-term lift https://t.co/J3mJOyUJxR
reuters.com
Finance minister Rachel Reeves is raising taxes to build a bigger than expected 22-bln-pound buffer for her fiscal targets. But her plan to cut debt is devoid of a growth strategy, and much of the...
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Breakingviews - Alibaba AI feast may get food wars indigestion https://t.co/94UELBfyOe
reuters.com
The tech giant's cloud computing and related sales jumped 34% to $6 bln. That validates boss Eddie Wu's aggressive spending as competition heats up. But overall adjusted operating profit plunged 78%...
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Breakingviews - EU space star takes one small step towards success https://t.co/AGTFf246ii
reuters.com
Eutelsat, Europe's answer to Elon Musk’s Starlink satellite-internet service, raised nearly $2 bln to upgrade its fleet. The company's balance-sheet problems are now in the past. The big question,...
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Breakingviews - Slow China bull market forces IPO pivot https://t.co/QHZrFW1NlA
reuters.com
Syngenta may list in Hong Kong after pulling its $9 bln Shanghai debut. The agri giant's shift underscores limits of China’s onshore bourses, where Beijing favours steady gains over share sales –...
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Breakingviews - BHP’s new Anglo fail is dud swan song for CEO https://t.co/B7AODs5cay
reuters.com
The $132 bln miner ditched a new offer for its $42 bln rival, 18 months after its first effort failed. CEO Mike Henry had grounds to bid for Anglo American again but seems to have once more misread...
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Breakingviews - Japan PM's big fiscal splurge looks self-defeating https://t.co/FG7B7NxV2a
reuters.com
Sanae Takaichi reckons a $135 bln stimulus will slow inflation by easing energy charges. Instead, extra spending will likely weaken the yen, push up import costs and lift prices, pressuring the...
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