Rob Cox

Breakingviews - The Exchange: Too much stimulus stores up big risk

7:58am EST

ZURICH (Reuters Breakingviews) - That’s the view of Oliver Baete, CEO of Allianz. Markets are pricing in vaccination perfection, as they’ve grown dependent on central bank and government largesse, he tells Rob Cox. But for the $97 billion German insurer, there’s still opportunity to be had in the year ahead.

Breakingviews - Viewsroom: Siege of the Capitol, Where’s Jack Ma?

Jan 07 2021

ZURICH (Reuters Breakingviews) - The violent occupation of Congress by protesters contesting Donald Trump’s loss of the presidency puts America’s financial safe-haven status to a major test, John Foley tells Rob Cox. And Pete Sweeney weighs in from Hong Kong on the mystery of the Alibaba founder’s whereabouts.

Breakingviews - Urge to purge 2020 from memory should be resisted

Jan 03 2021

ZURICH (Reuters Breakingviews) - When will 2020 end? That was a familiar lament across the globe as humanity shut down almost everything to cope with a common threat. The arrival of Covid-19 threw all our plans – not to mention predictions – to the wayside. Almost nothing that markets, investors or companies anticipated one year ago proved prescient.

Breakingviews - When bonuses are paid, cue the great trader exodus

Dec 30 2020

ZURICH (Reuters Breakingviews) - For many on Wall Street, the pandemic delivered a rare taste of life off the trading floor. Once desk-bound buyers and sellers had a bumper year, with their fixed-income, currencies, commodities and equities trading machines powering bank bottom lines. Many also had quality-of-life epiphanies working from home or vacation abodes, not commuting and seeing their families.

Breakingviews - Viewsroom: Predictions and prescriptions (Part 1)

Dec 23 2020

NEW YORK (Reuters Breakingviews) - Governments will become activist investors; U.S. airlines will merge; data centres will be the new ESG target; energy giants to consider renewable spinoffs; Tesla will buy Daimler; European soccer gets more American and more. Rob Cox, Peter Thal Larsen and Lauren Silva weigh in.

Breakingviews - The Exchange: American banks and the urge to merge

Dec 21 2020

NEW YORK (Reuters Breakingviews) - U.S. financial institutions have increasingly been teaming up to take on the big four: JPMorgan, Citigroup, Bank of America and Wells Fargo. Bruce Van Saun, chief executive of Citizens Financial, one of the top regional lenders, discusses post-pandemic banking with Rob Cox.

Breakingviews - Viewsroom: Bank dividends and Chinese rentals

Dec 17 2020

ZURICH (Reuters Breakingviews) - European regulators’ cautious lifting of a ban on bank dividends leaves investors in limbo, plus details of an unusually bold growth strategy from Credit Suisse. And the collapse of China’s WeWork-like apartment rental middlemen has left many young tenants homeless and in debt.

Breakingviews - Viewsroom: Davos in Singapore, Bob Dylan sells out

Dec 10 2020

ZURICH (Reuters Breakingviews) - The World Economic Forum’s decision to hold its annual chinwag in Southeast Asia instead of Switzerland this coming spring isn’t as simple as it sounds, Davos vets Peter Thal Larsen and Una Galani tell Rob Cox. Meantime, Anna Szymanski breaks down the folk bard’s catalogue deal.

Breakingviews - Viewsroom: Biden’s money team, Bank boss shuffle

Dec 03 2020

ZURICH (Reuters Breakingviews) - The American president-elect has put forward a diverse and competent team of people to oversee economic policy, including Janet Yellen at Treasury. Across the pond, European banks engage in a bit of CEO and chairman musical chairs. Breakingviews columnists dig in with Rob Cox.

Breakingviews - Cox: Mediobanca could be UniCredit’s white knight

Dec 02 2020

ZURICH (Reuters Breakingviews) - Enrico Cuccia founded Mediobanca after World War Two as a bulwark for Italian capitalism against the confiscatory hands of an increasingly meddlesome government. Rome once again appears to be in an interventionist mood. The boardroom ouster of the French boss of UniCredit has scared investors in the country’s second-largest lender. If only Cuccia, who died in 2000, could be reincarnated.

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