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  • Breakingviews TV: New Cuba boss
    Raul Castro, 86, has stepped down as president in a bid to prolong the Cuban revolution. The creaking economy will make that hard, but radical change is unlikely. Martin Langfield explains why new boss Miguel Diaz-Canel, 57, may at least initially be…
    - 17 hours ago, 19 Apr 18, 5:14pm -
  • Breakingviews TV: Gorman glee
    Morgan Stanley’s first-quarter earnings topped expectations. Antony Currie and Richard Beales discuss whether improving performance under CEO James Gorman is sustainable, and how it compares with arch-rival Goldman Sachs.
    - 2 days ago, 18 Apr 18, 7:01pm -
  • Breakingviews TV: Maxing Marcus
    As a trading rebound lifted Goldman Sachs’s first-quarter earnings, Antony Currie and Tom Buerkle explain why its upstart fintech arm is generating buzz. Marcus, as the unit is called, is growing online lending at a 50 percent pace and making…
    - 3 days ago, 17 Apr 18, 6:16pm -
  • Breakingviews TV: In the bank
    Bank of America continued the run of solid bank results with nearly $7 bln of first-quarter earnings. Antony Currie and Tom Buerkle discuss how investors have already priced in gains from tax cuts and want to see stronger top-line growth before biddi…
    - 4 days ago, 16 Apr 18, 6:09pm -
  • CEO's departure pushes WPP into uncharted waters
    WPP shares slid as investors digest the sudden departure of its founder, legendary ad man Martin Sorrell. He leaves, following an investigation into alleged misconduct, at a time of sweeping change in the advertising industry.
    - 4 days ago, 16 Apr 18, 4:09pm -
  • Breakingviews TV: Trump & trade
    The U.S. president may be warming to multilateralism, suggesting he’s open to joining the Trans-Pacific Partnership trade pact he once campaigned against. Pete Sweeney and Chris Beddor talk about whether this is a move toward cooling down or h…
    - 7 days ago, 13 Apr 18, 3:13pm -
  • Breakingviews TV: Brazil cleanup
    April 12 - Former President Luiz Inacio Lula da Silva has gone to jail for corruption. Martin Langfield explains the implications for October’s presidential election and why an outsider candidate may win – and then struggle to get much…
    - 8 days ago, 12 Apr 18, 5:28pm -
  • Breakingviews TV: Zuck poked
    Do the U.S. lawmakers grilling Facebook founder Mark Zuckerberg know what the company does? Some of their questions suggest not. But that might be a warning in itself. If Facebook is too complex for regular folk to understand, the company ought to wo…
    - 9 days ago, 11 Apr 18, 5:05pm -
  • Breakingviews TV: Valuing Ant
    Ant Financial, the Alibaba affiliate, may be worth up to $150 billion in private markets. John Foley and Richard Beales suggest ways to value the financial conglomerate that could get investors there – if they want to be persuaded.
    - 10 days ago, 10 Apr 18, 5:24pm -
  • Breakingviews TV: Eyes on Zuck
    Facebook founder Mark Zuckerberg faces U.S. lawmakers this week to give his account of how the social network handled users’ data. It’s a chance to find out whether the $450 bln company has grown too big to manage. Jen Saba explains
    - 11 days ago, 9 Apr 18, 4:57pm -

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