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Effective URL: https://www.breakingviews.com/
Submission Tags: analytics-framework
Submission: On April 20 via api from US — Scanned from DE
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| Request a Free Trial Search MenuSign In HomeRegionsColumnsFeaturesVideosPodcastsBooksCalculatorsUkraine/RussiaContact Us Sign InRequest a Free Trial HomeRegionsColumnsFeaturesVideosPodcastsBooksCalculatorsUkraine/RussiaContact Us WALL STREET ACES ITS REAL-LIFE STRESS TEST Features | 20 Apr 2023 Disaster simulations the Fed imposed on JPMorgan, Morgan Stanley and others hadn’t gamed out a sharp rise in interest rates. Nonetheless, the mega-banks have emerged intact, and in many cases better off, from a near-existential shock. It bodes well for the crises yet to come. DR Horton plays ‘heads I win, tails I also win’ 20 Apr 2023 Rising cost of funding should be bad for homebuilders, but America’s largest posted stronger than expected earnings. Listings are down 25% from last year as homeowners want to hold on to their cheap mortgages. With scarce inventory, builders benefit from both low and high rates. Failed merger drifts have message in scrap heap 20 Apr 2023 Clothing retailer Lululemon may be mulling a sale of its smart fitness Mirror three years after buying it. Peloton has had a similar problem. Bold acquisitions that stray from a company’s knitting are exciting when funding is cheap but come at a high price when markets turn. Politicians and policy wonks diverge on economy Podcasts | 20 Apr 2023 Prominent policymakers and world leaders met in Washington last week to discuss the economic outlook. In this Viewsroom podcast, Breakingviews columnists explain why US politicians are taking a rosier view of inflation and vulnerabilities in the banking sector than the IMF. “Super Mario” augurs more media-gaming tie-ups 20 Apr 2023 Nintendo and Universal’s film adaptation of the hit video game franchise could rake in $1.5 bln. That’s a big victory for an industry whose spinoffs have more often been the butt of jokes. With gaming stocks having sold off sharply, there’s logic in more media giants plugging in. Editor's Picks Rome foot-dragging can help EU kick bad aid habits Features | 18 Apr 2023 The Italian government is clashing with Brussels over 19 bln euros in pandemic loans. Missing milestones is bad policy for the biggest recipient of European aid. But the country’s pushback may have a silver lining if it prompts the bloc to be more flexible with money. UK growth hinges on more than a new pension giant Features | 19 Apr 2023 Low investment holds back Britain’s economy. To help, politicians and bankers want to consolidate the 2.2 trln pound retirement system into large, Canadian-style pools buying UK assets. Yet better taxes and planning, and more foreign money, would yield a happier ending. Cyberattack risks rise up company agendas Podcasts | 18 Apr 2023 Digital breaches and data theft were up 40% in 2022. As firms expand their digital network, the weaknesses criminals exploit will also grow, DXC Technology’s security expert Mark Hughes told The Exchange podcast. Defending against attacks will inevitably cost more. Aussie central bank prepares to join 21st century 20 Apr 2023 Canberra intends to implement all 51 proposals of a review into its interest-rate setting institution. That’ll improve everything from governance to communications to independence. Whether Philip Lowe stays in charge, though, hangs in the balance. Tesla can no longer succeed just on its own terms 19 Apr 2023 The EV maker’s key margin gauge tumbled 11 percentage points, below its own forecast, as it slashed prices to boost sales. Costs are at least under control, but sagging growth is a concern. A lot now rides on producing new models to fend off technological and competitive threats. Chinese financiers’ pay cut could cut too deep 20 Apr 2023 Salaries are being slashed and executives arrested as campaigns attacking bad debt and excessive wealth converge. Few sympathise with flashy capitalists, but the private sector could take collateral damage if President Xi Jinping’s rectification push goes too far. Bank chiefs move fluttering interest-rate needle 19 Apr 2023 Morgan Stanley’s James Gorman and JPMorgan’s Jamie Dimon both warned that sticky inflation may prompt the Fed to hike rates to 6%. While not a prediction, the figure exceeds what investors and the central bank itself expect. When CEOs sitting ringside weigh in, it pays to listen. Big Pharma risks overdosing on M&A 19 Apr 2023 Drugmakers including Pfizer and Sanofi have started 2023 with $65 bln of U.S. deals, a 50% jump from the decade average. A big reason is that heavyweight payer Medicare can negotiate price cuts from 2026. The rush to plug revenue gaps will lead to much misallocated capital. Bolloré sale brings Vivendi endgame a step closer 19 Apr 2023 Tycoon Vincent Bolloré may offload his logistics unit for $5 bln. That gives him firepower to buy out shareholders of his $12 bln media group Vivendi. Yet a full takeover may be costly, and the 71-year-old has other ways to tighten his grip. Betting on a big premium looks risky. Capital Calls: AT&T’s magic number falls short 20 Apr 2023 Most Popular Tesla can no longer succeed just on its own terms Bolloré sale brings Vivendi endgame a step closer Capital Calls: Allianz’s fintech sale Man U sale rejig will perturb other soccer sellers Big Pharma risks overdosing on M&A Man U sale rejig will perturb other soccer sellers 19 Apr 2023 US-China chip spat hangs over TSMC’s recovery 19 Apr 2023 Netflix clears streaming hurdle, by a hair 18 Apr 2023 Goldman has its fingers in the wrong pies 18 Apr 2023 Fox lawsuit costs extend into dealmaking 18 Apr 2023 EU bank crisis plan makes best of bad landscape 18 Apr 2023 Cyberattack risks rise up company agendas Podcasts | 18 Apr 2023 Italy’s corporate power grab nears expiry date 18 Apr 2023 Apple’s store push marks its big Indian wedding 18 Apr 2023 China’s GDP beat looks a tad too reassuring 18 Apr 2023 Singapore’s safe-haven success stirs its own drama 18 Apr 2023 Merck treats its migraine with half headache pill 17 Apr 2023 How US and allies can find common ground on China Columns | 17 Apr 2023 Rivals can feast on Credit Suisse client spoils 17 Apr 2023 Melrose M&A ordeal has a political upside 17 Apr 2023 Baijiu is fiery palate cleanser for Hong Kong IPOs 17 Apr 2023 -------------------------------------------------------------------------------- Eikon Information, analytics and exclusive news on financial markets - delivered in an intuitive desktop and mobile interface Refinitiv Data Platform Everything you need to empower your workflow and enhance your enterprise data management World-Check Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks Westlaw Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology ONESOURCE The most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs CHECKPOINT The industry leader for online information for tax, accounting and finance professionals -------------------------------------------------------------------------------- * Browse by Topic * About Us * Journalists * Jobs * Contact Us * Tips and Tricks * Mobile App * Privacy * Terms of Use © Reuters News & Media Ltd 2023. 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