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Mark Matthews

Managing Director and Head of Asia Research at Julius Baer.

Top 3 podcasts with Mark Matthews

Ranked by the Snipd community
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Nov 13, 2024 • 21min

Examining China's Rate Landscape, Trump Cabinet Picks

Zhu Wang, Head of Greater China FX & Rates Strategy at BNP Paribas, and Mark Matthews, Asia Research Director at Julius Baer, delve into the shifting financial landscape. They discuss the implications of President-elect Trump's cabinet picks on U.S. Treasury yields and the dollar's strength. The duo also examines China's growth prospects amid global uncertainties and explores investment opportunities in Southeast Asia and Japan, highlighting favorable conditions for investors. Their insights uncover the intricacies of currency reactions and economic policy shifts across Asia.
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Aug 2, 2024 • 28min

Tech Megacap Wrap: Amazon, Apple, Intel Earnings

Melissa Otto, Head of TMT Research at S&P Global, joins Mark Gurman, Bloomberg's Chief Tech Correspondent, along with reporters Spencer Soper and Mark Matthews. They dive into the mixed earnings reports from tech giants like Apple and Amazon, discussing the implications of AI investments and the advertising landscape. Intel struggles with a major stock drop while Apple faces challenges in China. Amazon showcases strong AWS growth but grapples with e-commerce competition, revealing the complexities of balancing investment and profitability.
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Apr 29, 2024 • 24min

Musk's China Visit, Busy Week For Earnings

Mark Matthews shares his outlook for Asian markets, Danny Lee discusses Elon Musk's visit to China, David Daglio talks about economic outlook. Topics include Musk seeking approval for driver assistance software, US-China relations, Federal Reserve's struggle with inflation rates, AI impact on tech giants, and investment insights in Asian markets.