The host is a Reuters Breakingviews columnist. The opinions expressed are his own.

By Jonathan Guilford

NEW YORK, April 2 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.

Listen to the podcast

The mega-merger boom persists with Unilever’s $65 bln mayo-to-mustard combo while beauty giant Estée Lauder holds talks with Puig. In this week’s Viewsroom, Breakingviews columnists debate whether the good times will keep rolling or if CEOs will get spooked by oil prices and AI.

Follow Jonathan Guilford on X and LinkedIn.

FURTHER READING

M&A jamboree swings to syncopated rhythm

Pernod and Jack Daniel’s would be a stiff cocktail

Estée Lauder’s Puig approach fails the smell test

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.