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  • Breakingviews TV: Ackman’s ADP bomb
    on August 18, 2017 at 4:42 pm

    Investors panned the Pershing Square boss’s argument for shaking up the payroll outsourcer. Rob Cyran and Tom Buerkle discuss how a lack of clear, deliverable targets undermined his case. […]

  • Breakingviews TV: Trump diatribe fallout
    on August 17, 2017 at 4:35 pm

    Antony Currie and Gina Chon discuss whether Gary Cohn should quit as the White House’s senior economic adviser after the president’s obnoxious Charlottesville remarks. […]

  • Breakingviews TV: LSE’s Qatar handicap
    on August 16, 2017 at 4:59 pm

    Antony Currie and Rob Cox explain how the boycotted emirate’s 10 pct stake in the London bourse may hinder the exchange’s pitch for Saudi Aramco’s IPO. […]

  • Breakingviews TV: Infrastructure needs
    on August 15, 2017 at 2:01 pm

    President Trump promises to renew the United States’ roads, bridges and air-traffic system. Richard Beales and Tom Buerkle discuss why money is the least important contribution Washington can make. […]

  • Breakingviews TV: Trump bigotry backlash
    on August 14, 2017 at 4:39 pm

    Antony Currie and Gina Chon explain how Merck CEO Ken Frazier’s outrage at the president’s response to a white-supremacist rally shows corporate America can afford to act on principle. […]

  • Breakingviews TV: Waning founder-power
    on August 11, 2017 at 4:43 pm

    Antony Currie and Rob Cyran explain how Uber shareholder Benchmark Capital’s suit against ex-CEO Travis Kalanick is part of a broader backlash against entrepreneurs having too much control. […]

  • Breakingviews TV: Rental-housewarming
    on August 10, 2017 at 4:33 pm

    Invitation Homes is merging with rival Starwood Waypoint to create a $20 bln U.S. landlord colossus. Tom Buerkle and Jeffrey Goldfarb check out the impressive deal blueprint. […]

  • Breakingviews TV: Diplomatically challenged
    on August 9, 2017 at 4:39 pm

    Antony Currie and Gina Chon explain how new U.S. import duties on Chinese aluminum foil could undermine efforts to keep Beijing onside in Trump’s escalating warmongering with North Korea. […]

  • Breakingviews TV: Fashion turnaround
    on August 8, 2017 at 4:34 pm

    Solid earnings lifted shares in Michael Kors and Ralph Lauren, but as Kate Duguid and Tom Buerkle discuss, both houses are just starting on a long runway to recovery in a tough retail market. […]

  • Breakingviews TV: Avionics air war
    on August 7, 2017 at 4:39 pm

    Antony Currie and Robert Cyran explain why Boeing and activists are turning aircraft parts into a dogfight for Honeywell, United Tech and its potential takeover target Rockwell Collins. […]