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Viewsroom

Breakingviews envisions the far side of the boom

Viewsroom

Reuters

News

4.458 Ratings

🗓️ 8 January 2026

⏱️ 24 minutes

🧾️ Download transcript

Summary

To kick off 2026, the team penned wide-ranging predictions for the year ahead, from a potential flashpoint in Poland to turning defunct data centers into pickleball courts. In this Viewsroom episode, Breakingviews columnists discuss their favourite prognostications. Gain and pain will battle for leading role in 2026 Breakingviews Predictions 2026 – Far Side of the Boom Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Idle money sits in your current account, stuck repeating the same tired tune.

0:06.0

Never hitting play on its potential.

0:10.0

But thanks to Monzo's Savings Challenge, busy monies in the studio,

0:15.0

laying down a little extra every day so your balance sounds sweeter week after week.

0:21.6

Monzo, the bank that gets your money moving.

0:24.9

UK residents staged 18 plus, one entry per person,

0:27.3

Monzo personal account required, challenge and prize teas and Cs apply.

0:30.5

The views expressed on this podcast are those of the participants, not of Rojers' News.

0:38.8

The year ahead will be an intense conflict between pain and gain.

0:44.5

Those are the paraphrased words of Breaking View's global editor, Peter Tal Larson, this week.

0:50.3

Indeed, as the U.S. launched an attack on Venezuela and captured its president, Nicholas Maduro,

0:56.0

a Russian-led war rages on in Ukraine.

0:59.0

And extreme optimism around the stocks of artificial intelligence stars continue to defy gravity.

1:05.0

It may seem like a fool's errand to try and figure out how the world is going to look in the year ahead. But that is

1:12.4

exactly what we've done at Breaking Views, and the end result is a sharp, insightful and thought-provoking

1:17.8

book, which is the focus of this week's Views Room. It's Amy. And it's Jonathan, and welcome

1:25.0

back to the Views Room, your weekly podcast that delves into the naughtiest issues in corporate finance, business and economics.

1:31.0

Amy, looking back over last year's predictions, because Brigham views does this exercise at the end of every year,

1:37.2

I think maybe it's worth taking a moment to pause and highlight what we got right and what we got wrong, right?

1:42.8

So last year, as predicted, President Trump did,

1:46.1

in fact, face a check from the markets when unveiling his all-out global trade war, and did,

1:50.5

at least in some measure, dial back a little. Uh, Germany's new chancellor relaxed the country's

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