Reuters : breakingview : video
Breakingviews TV: Turing test  13h46 21 février
UK finance has yet to face many restrictions on using artificial intelligence. But the technology brings risks as well as opportunities. As Liam Proud explains, that means the Bank of England’s light-touch approach will have to change.
Breakingviews TV: Wall St M&A  19h17 20 février
Morgan Stanley’s 13 bln purchase of online broker E Trade gives it retail customers, higher returns and more stable revenue. That’s what rival Goldman Sachs has promised its shareholders too, though it’s taking a different path. John Foley digs into their dueling strategies.
Breakingviews TV: Hamers time  14h25 20 février
UBS needed someone with experience of running a big lender, wealth management expertise, and investment banking chops to succeed CEO Sergio Ermotti. That is a rare combination. Liam Proud explains why ING’s Ralph Hamers is an acceptable solution to a tough succession conundrum.
Breakingviews TV: Mike Bloomberg  19h35 19 février
The billionaire says that as U.S. president he would clip the wings of the Wall Street firms his financial-data empire counts as clients. Then again, he has no choice. Lamenting capitalist excesses has become the price of entry to the Democratic debate, John Foley argues.
Breakingviews TV: UK borders  14h14 19 février
Prime Minister Boris Johnson will next year introduce a new immigration system. Swaha Pattanaik outlines potential pros, such as scope for stronger wage growth, as well as possible drawbacks of a plan that the government says will end Britain’s reliance on cheap EU labour.
Breakingviews TV: Bezos aid  20h32 18 février
Amazon’s boss is donating 10 bln to fight climate change. Reforestation and other forms of carbon capture are worthy causes, but require far more cash. And Bezos is late to the game. Antony Currie explains how backing climate-savvy politicians could be the best use of his cash.
Breakingviews TV: Apple jars  13h32 18 février
The iPhone maker said quarterly sales would miss earlier guidance as Chinese consumers and supply chains seize up. Pete Sweeney spells out why the tech titan’s problems will make investors more sensitive to the ripple effects of the coronavirus.
Breakingviews TV: Train merger  13h58 17 février
France’s Alstom is in talks to buy the high-speed train unit of Canada’s Bombardier. The reported 7 bln price tag looks high given the division’s weak profitability. And Europe’s competition watchdog may also withhold the green light, Ed Cropley says.
Breakingviews TV: Delta bravo  19h33 14 février
The U.S. airline plans to go carbon neutral. Less clear is how, and whether the 1 billion boss Ed Bastian wants to spend will amount to a hill of beans. The market is skeptical, but that might say more about investors’ own lack of climate-change preparedness, argues John Foley.
Breakingviews TV: M&A redial  19h27 21 février
T-Mobile US and Sprint got one step closer to finally sealing their 120 bln merger. An amended agreement means Sprint owner SoftBank is getting a smaller slice of the stake. Jennifer Saba discusses the upsides for both companies.