From Breakingviews - Breakingviews - Chevron and Exxon quietly gush over giant profit reut.rs/4bnSd9S
Breakingviews - Chevron and Exxon quietly gush over giant profit
Combined, the US oil giants made $27 bln in quarterly profit, or three times as much as a year ago. The Iran war means bumper petroleum and refining margins. With President Trump warning about high gasoline prices, energy bosses keep their heads down, talking about efficiency.
reut.rs
July 31, 2026 at 5:45 PM
From Breakingviews - Breakingviews - Chevron and Exxon quietly gush over giant profit reut.rs/4bnSd9S
From Breakingviews - Breakingviews - COMMENTARY: Oracle freakout exposes fragile data center boom reut.rs/4d99Rip
Breakingviews - COMMENTARY: Oracle freakout exposes fragile data center boom
The software giant's search for relief from a commitment to a server farm has rattled AI lenders. It underscores how construction depends on a few deep-pocketed tech giants. If more waver, expectations of AI labs producing $400 bln of revenue by 2030 will prove too optimistic.
reut.rs
September 26, 2026 at 6:35 AM
From Breakingviews - Breakingviews - COMMENTARY: Oracle freakout exposes fragile data center boom reut.rs/4d99Rip
From Breakingviews - Breakingviews - COMMENTARY: Diesel could be the tipping point for US economy reut.rs/4AHOwqH
Breakingviews - COMMENTARY: Diesel could be the tipping point for US economy
The cost for freight fuel has risen about twice as fast as gasoline used by cars. The shock means higher shipping prices and inflation. Consumers have paid $112 bln more at the pump since the start of the Iran war. With refineries running at 97% capacity, the pain will get worse.
reut.rs
September 21, 2026 at 3:40 PM
From Breakingviews - Breakingviews - COMMENTARY: Diesel could be the tipping point for US economy reut.rs/4AHOwqH
From Breakingviews - Breakingviews - COMMENTARY: Bitcoin miners reveal the real AI scarcity trade reut.rs/4dWpg5Z
Breakingviews - COMMENTARY: Bitcoin miners reveal the real AI scarcity trade
Cipher Digital, TeraWulf and Hut 8 are leasing the electricity they once used to generate digital coins to chatbot operators. Rival IREN instead built a one-stop server-farm shop. Investors value the landlords more richly, suggesting megawatts will hold value better than chips.
reut.rs
September 24, 2026 at 12:50 AM
From Breakingviews - Breakingviews - COMMENTARY: Bitcoin miners reveal the real AI scarcity trade reut.rs/4dWpg5Z
From Breakingviews - Breakingviews - Argentina bailout imperils the US purse either way reut.rs/4h25RAY
Breakingviews - Argentina bailout imperils the US purse either way
Washington is propping up the peso with direct buys and a $20 bln swap line. The scale of a dollar crunch and the currency’s overvaluation make this a stopgap until a tough election for President Milei. Failure leaves Uncle Sam with losses. Success just invites further measures.
reut.rs
October 10, 2025 at 9:40 PM
From Breakingviews - Breakingviews - Argentina bailout imperils the US purse either way reut.rs/4h25RAY
From Breakingviews - Breakingviews - What Trump’s tariff tantrum will do to world trade: podcast reut.rs/44OMozF
Breakingviews - What Trump’s tariff tantrum will do to world trade: podcast
Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.
reut.rs
April 29, 2025 at 4:40 AM
From Breakingviews - Breakingviews - What Trump’s tariff tantrum will do to world trade: podcast reut.rs/44OMozF
From Breakingviews - Breakingviews - Paris accord will defeat fossil fuels – eventually reut.rs/4nzh3ql
Breakingviews - Paris accord will defeat fossil fuels – eventually
Ahead of COP30, the head of the UN effectively declared dead the decade-old hope of limiting temperature rises to 1.5 C. US climate denialism impedes the fight. Yet investment favours renewables and China is supercharging the rollout. That points to success, even if it's late.
reut.rs
November 5, 2025 at 10:25 PM
From Breakingviews - Breakingviews - Paris accord will defeat fossil fuels – eventually reut.rs/4nzh3ql
From Breakingviews - Breakingviews - The China-US trade war is set to keep spiraling: podcast reut.rs/4ix8b2e
Breakingviews - The China-US trade war is set to keep spiraling: podcast
Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.
reut.rs
April 24, 2025 at 4:50 AM
From Breakingviews - Breakingviews - The China-US trade war is set to keep spiraling: podcast reut.rs/4ix8b2e
From Breakingviews - Breakingviews - COMMENTARY: Mark Carney’s EU pitch has strikingly strong logic reut.rs/4gRMuMG
Breakingviews - COMMENTARY: Mark Carney’s EU pitch has strikingly strong logic
Distance limits the Canadian prime minister’s push for ‘associate membership’ of the European bloc. Yet interests are aligned for closer links. Ottawa wants to diversify beyond the US, which takes 72% of its exports. Brussels needs energy, critical minerals and security partners.
reut.rs
September 15, 2026 at 4:15 PM
From Breakingviews - Breakingviews - COMMENTARY: Mark Carney’s EU pitch has strikingly strong logic reut.rs/4gRMuMG
From Breakingviews - Breakingviews - The Supreme Court ignites a new tariff frenzy reut.rs/4s3Mjk5
Breakingviews - The Supreme Court ignites a new tariff frenzy
The court's rejection doesn’t end Trump's ad hoc gamesmanship. Only Congress can do that - now all they have to do is act.
reut.rs
February 20, 2026 at 6:35 PM
From Breakingviews - Breakingviews - The Supreme Court ignites a new tariff frenzy reut.rs/4s3Mjk5
From Breakingviews - Breakingviews - How the energy shock could derail the AI boom reut.rs/4rGdxfU
Breakingviews - How the energy shock could derail the AI boom
Historically, a 10% rise in energy prices cuts productivity by about 1%, as new investment becomes unprofitable. Given artificial intelligence's huge power needs, a prolonged Iran crisis may jolt the global economy in the short run — and even undermine its medium-term prospects.
reut.rs
March 19, 2026 at 5:10 AM
From Breakingviews - Breakingviews - How the energy shock could derail the AI boom reut.rs/4rGdxfU
From Breakingviews - Breakingviews - COMMENTARY: The Week in Breakingviews: The cost of collusion reut.rs/476wRem
Breakingviews - COMMENTARY: The Week in Breakingviews: The cost of collusion
Anthropic CEO Dario Amodei’s call to ‘slow the pace’ of AI development sparked accusations of anticompetitive behaviour. This week’s update argues building a successful industry cartel is not so easy. Plus: interest rate expectations, and the future of prediction markets.
reut.rs
September 19, 2026 at 3:25 PM
From Breakingviews - Breakingviews - COMMENTARY: The Week in Breakingviews: The cost of collusion reut.rs/476wRem
From Breakingviews - Breakingviews - Oil shock will speed electric cars’ comeback reut.rs/4t0qBhT
Breakingviews - Oil shock will speed electric cars’ comeback
Previous energy crises prompted drivers to switch to smaller combustion engines. This time, supply shortages and $100-per-barrel crude will boost the relative appeal of battery power. More mature tech and better infrastructure help too. Chinese groups like BYD will benefit.
reut.rs
April 9, 2026 at 1:01 AM
From Breakingviews - Breakingviews - Oil shock will speed electric cars’ comeback reut.rs/4t0qBhT
From Breakingviews - Breakingviews - Chinese cars on US roads is matter of when, not if reut.rs/4dnTi1v
Breakingviews - Chinese cars on US roads is matter of when, not if
Tariffs and lawmaker ire keep BYD, CATL and others largely locked out of the world’s second-largest autos market. But US factories would bring jobs and cheaper, snazzier vehicles. The imminent Xi-Trump summit may offer clues on whether that’ll happen sooner rather than later.
reut.rs
May 12, 2026 at 1:10 AM
From Breakingviews - Breakingviews - Chinese cars on US roads is matter of when, not if reut.rs/4dnTi1v
From Breakingviews - Breakingviews - Greenland scare makes Europe confront US-free NATO reut.rs/49yZ5kd
Breakingviews - Greenland scare makes Europe confront US-free NATO
President Donald Trump’s apparent climbdown on the Danish territory avoids a costly tariff war for now. While US and EU stock markets rose over 1%, the uncertainty ramps up Europe’s fears of a weaker Atlantic alliance. The EU and UK will have to pay up for strategic independence.
reut.rs
January 22, 2026 at 4:01 PM
From Breakingviews - Breakingviews - Greenland scare makes Europe confront US-free NATO reut.rs/49yZ5kd
From Breakingviews - Breakingviews - The theory and practice of Trump’s economic policy: podcast reut.rs/42UzCOD
Breakingviews - The theory and practice of Trump’s economic policy: podcast
Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.
reut.rs
April 22, 2025 at 5:10 AM
From Breakingviews - Breakingviews - The theory and practice of Trump’s economic policy: podcast reut.rs/42UzCOD
From Breakingviews - Breakingviews - Trumps laugh all the way to the bank charter reut.rs/4ieaY3E
Breakingviews - Trumps laugh all the way to the bank charter
World Liberty secured an OCC license to issue stablecoins and settle transactions. The venture, backed by the US president's family, has similar flaws cited in regulatory rejections of peers such as Wise and Bunq. At a minimum, the optics undermine a solid policy initiative.
reut.rs
August 17, 2026 at 8:31 PM
From Breakingviews - Breakingviews - Trumps laugh all the way to the bank charter reut.rs/4ieaY3E
From Breakingviews - Breakingviews - COMMENTARY: Anthropic’s IPO is a crucial AI gut-check reut.rs/3TNvxKv
Breakingviews - COMMENTARY: Anthropic’s IPO is a crucial AI gut-check
The Claude maker’s public debut is slipping, forestalling a moment of truth for Big Tech. Vast revenue backlogs depend on $500 bln of commitments from the company. Finally seeing the underlying economics will shape investor tolerance for continued spending on the gold rush.
reut.rs
September 23, 2026 at 8:25 PM
From Breakingviews - Breakingviews - COMMENTARY: Anthropic’s IPO is a crucial AI gut-check reut.rs/3TNvxKv
From Breakingviews - Breakingviews - Trump’s low pain threshold limits economic damage reut.rs/4jPoSqr
Breakingviews - Trump’s low pain threshold limits economic damage
Donald Trump has shown he has a low pain threshold. The U.S. president seems happy to bully those he considers weak. He does not seem so relaxed when there is a strong counter-reaction, especially from financial markets.
reut.rs
April 28, 2025 at 10:25 AM
From Breakingviews - Breakingviews - Trump’s low pain threshold limits economic damage reut.rs/4jPoSqr
From Breakingviews - Breakingviews - White House’s Iran war tab will mount quickly reut.rs/4b8PY9A
Breakingviews - White House’s Iran war tab will mount quickly
A protracted war risks higher costs of energy and shipping for American firms and consumers. It comes as the Pentagon eyes $500 bln in new military spending, tariff revenue is uncertain and employment concerns rise. Donald Trump may be tested by blowback at home and abroad.
reut.rs
March 2, 2026 at 8:25 PM
From Breakingviews - Breakingviews - White House’s Iran war tab will mount quickly reut.rs/4b8PY9A
From Breakingviews - Breakingviews - Taking over the Fed is more than a numbers game reut.rs/3Vqq3Cs
Breakingviews - Taking over the Fed is more than a numbers game
President Trump boasts of winning a majority of hand-picked members atop the central bank if he succeeds in firing Governor Lisa Cook. Yet there is a final guardrail: dominating the consensus-based agency will not happen easily unless layers of institutionalists go along with it.
reut.rs
August 27, 2025 at 5:25 PM
From Breakingviews - Breakingviews - Taking over the Fed is more than a numbers game reut.rs/3Vqq3Cs
From Breakingviews - Breakingviews - Trump’s imperial Fed push meets its Waterloo reut.rs/4jIbOVg
Breakingviews - Trump’s imperial Fed push meets its Waterloo
Central bank head Jay Powell’s extraordinary vow to resist political intimidation, now including indictment threats, didn’t happen in a vacuum. The Fed has support in Congress and encouraging court wins. The White House has moved its war for monetary control onto losing terrain.
reut.rs
January 12, 2026 at 8:05 PM
From Breakingviews - Breakingviews - Trump’s imperial Fed push meets its Waterloo reut.rs/4jIbOVg
From Breakingviews - Breakingviews - COMMENTARY: Data-center builder flaunts adaptability in IPO reut.rs/4xLs5hq
Breakingviews - COMMENTARY: Data-center builder flaunts adaptability in IPO
Accelevation survived the pandemic by pivoting from precision manufacturing to protective partitions. It's now turbocharging growth with AI cooling and modular-construction. Depending on how investors discount a slowdown, the mooted $5 bln valuation will be tempting.
reut.rs
September 26, 2026 at 1:20 AM
From Breakingviews - Breakingviews - COMMENTARY: Data-center builder flaunts adaptability in IPO reut.rs/4xLs5hq
From Breakingviews - Breakingviews - How a bold housing pivot could rescue Britain's PM reut.rs/4wC4gsT
Breakingviews - How a bold housing pivot could rescue Britain's PM
Keir Starmer, or his successor, faces a tricky gilt market, angry electorate, and a general election in three years. They would benefit from ditching vague economic goals to embrace a few high impact policies. Redirecting 2% of GDP from benefits into new homes could do the trick.
reut.rs
May 19, 2026 at 5:25 AM
From Breakingviews - Breakingviews - How a bold housing pivot could rescue Britain's PM reut.rs/4wC4gsT