This was a rich and thought-provoking read. Podcast with @bhgreeley.bsky.social coming next week.

Just sent the latest Week in Breakingviews to the printers. Featuring a tech boom stock-take, AI-proof hedge funds, car trends from China, and other highlights from the @breakingviews.reuters.com team. Landing on virtual doormats tomorrow morning. Sign up here: www.reuters.com/newsletters/...

Your regular reminder that no trade deal with President Trump can be considered permanent, and it might not even last the day.

Party like it's 1990 www.reuters.com/commentary/b...

That feeling where you cycle past yet another Jaecoo in north-west London, think "I'd really like to read a piece about the popularity of that car", and get back to your desk to find @duncanrobinson.bsky.social has written it.

From Breakingviews - Breakingviews - Goldman Sachs dials up private credit risk-reward reut.rs/3QFqzxB

Congratulations to Diego Simeone and all the boys at Apollo Global Management for their success in tonight’s VAR crapshoot challenge.

My and @abenewman.bsky.social Underground Empire is on sale at $1.99 for the Kindle edition. If you've been sitting on it, this is the time to buy it. If you've read it and liked it, would love it if you shared this post, and be more grateful than I can say if you starred/reviewed it on Amazon.

EXCL: Nigel Farage was given an undisclosed £5m by crypto billionaire Christopher Harborne shortly before announcing he would stand in general election @annaisaac.bsky.social reveals www.theguardian.com/politics/202...

What a pleasure to watch a high-quality football match with no emotional investment in the outcome

My colleague George Hay's prediction from Dec 2022: www.breakingviews.com/considered-v...

The tectonic plates are shifting

"What’s interesting about ⁠this situation is SpaceX and Tesla, both effectively controlled by Elon Musk, are now bidding against each other for his attention." www.reuters.com/sustainabili...

If there was any doubt that China is now the cutting edge of automobile technology, this year's Beijing Auto Show should remove it. www.reuters.com/commentary/b...

🔊 New episode of The Big View 🎧: What's it like to manage market infrastructure in an era of financial fragmentation? I talked to Stephan Leithner, CEO of Deutsche Börse, about geopolitical tensions, making the EU more self-sufficient, and how tech changes trading. podcasts.apple.com/gb/podcast/s...

Blessed be the arbitrageurs www.ft.com/content/c466...

The Week in Breakingviews: The summer of SpaceX www.reuters.com/commentary/b... @petertl.bsky.social

A glimpse behind the hype curtain: SpaceX's (still-confidential) filing with the Securities and Exchange Commission claims the company has a total addressable market of $28.5 trillion, "the largest in human history". www.reuters.com/world/spacex...

The Iran war is a security crisis in the Middle East but an energy crisis for anyone who imports oil and gas. The crunch has already reached many parts of Asia, and is rapidly travelling West. www.breakingviews.com/columns/cons... by @ywchen.bsky.social

Bet All You Can Bet…

Be All You Can Be www.reuters.com/world/americ...

Really stretching the definition of “alliance” at this point. www.reuters.com/world/pentag...

Congratulations, index investors. www.reuters.com/business/big....

Getting strong "Denmark in the 1992 Euros" flashbacks. www.ft.com/content/1ff3...

I mean I spent 29 years in markets and know that second-guessing them is frequently, even generally, expensive. But the last time I remember this level of refusal to acknowledge disaster would be 2007-08.

The new AI must-have accessory for spring: a new hacking tool so dangerous you absolutely must share it with the intelligence services.

The guy whose SEC case was dropped after Trump took office is upset about governance at Trump family ventures.

🔊New episode of The Big View🎧: Ever since the Iran conflict kicked off, I've been wondering what Helen Thompson thought about it. A Cambridge professor and authority on the geopolitics of energy, Helen took a break from book-writing to share her views. Tune in! podcasts.apple.com/gb/podcast/t...

🔊New episode of The Big View🎧: Ever since the Iran conflict kicked off, I've been wondering what Helen Thompson thought about it. A Cambridge professor and authority on the geopolitics of energy, Helen took a break from book-writing to share her views. Tune in! podcasts.apple.com/gb/podcast/t...

“The iPhone ⁠accounted for half the company’s revenue in the quarter before Tim Cook became CEO in 2011, and some 60% in ​the most recent quarter.” www.reuters.com/commentary/b... by @robcyran.bsky.social

‘Tis truly a golden era for crypto scammers www.reuters.com/world/middle...

The Week in Breakingviews: Running on fumes - www.reuters.com/commentary/b... - @petertl.bsky.social

Key point to surviving the dystopian future: you don't have to be faster than the robot, you just have to be faster than the other guy.

Very interesting on what AI will do (is doing?) to audiences for information, by @shuwei.bsky.social. www.economist.com/by-invitatio...

Spent the past week in Hong Kong, talking to executives, financiers and policymakers. Wrote up my impressions for the Week in @breakingviews.reuters.com newsletter, which just landed in subscribers' inboxes. To get the whole thing every weekend sign up here: www.reuters.com/newsletters/...

Schrodinger’s strait

Need an app on my phone that tells me the weather and if the Strait of Hormuz is open today

Exclusive: US Fed has told big banks not to push back aggressively on new capital rules reut.rs/3QhHGp1

Just finished writing my weekly newsletter, time for a quick look at the headlines

“Right lads, who wants to be first to sail through?”

🔊New episode of THE BIG VIEW🎧: Everything you want to know about geopolitical chokepoints with Edward Fishman, who literally wrote the book on the topic. We talked Hormuz, rare earths, tariffs, and the limits of sanctions. Listen here podcasts.apple.com/gb/podcast/t... or search for "The Big View".

I guess Bluesky is an official news source now www.ft.com/content/cd3e... thanks to the ever-perceptive and insightful @robinwigglesworth.ft.com

🎧 By strangling the Strait of Hormuz, Iran has retaliated against the U.S. and eased some financial sanctions. Edward Fishman, author of “Chokepoints”, joined @petertl.bsky.social to discuss how American economic weapons have been turned against it. Full episode here 👉 reut.rs/4t8Q2xw

🔊 By strangling the Strait of Hormuz, Iran retaliated against the US. In this episode of The Big View Edward Fishman, senior fellow of the Council on Foreign Relations, tells Peter Thal Larsen how American economic weapons have been turned against it reut.rs/4cnoSMp

HSBC CEO Georges Elhedery says highest oil price he’s seen in this crisis is $286 for a barrel that reached Sri Lanka

Years later, as they picked through the rubble of a once-great civilisation, historians would wonder why so few heeded the flashing warnings of impending self-destruction. www.nytimes.com/2026/04/11/b...

The Week in Breakingviews: Too big to fail again www.reuters.com/commentary/b... @petertl.bsky.social

Confirmed: there was no upside.

A lot of bank anti money-laundering specialists nervously wondering about the future of their profession. www.reuters.com/business/fin...