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Mark Matthews

Head of Asia Research at Julius Baer.

Top 5 podcasts with Mark Matthews

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10 snips
Apr 14, 2025 • 19min

Markets Open Higher on US Tech Tariff Pause

Chuck Cumello, President and CEO at Essex Financial Services, shares insights on market strategies amid fluctuating tech tariffs. Mark Matthews, Head of Asia Research at Julius Baer, discusses the implications of the U.S.-China trade war on Asian markets. They analyze the recent optimism as Asian stocks rise following a tariff pause on consumer electronics. The duo emphasizes the need for long-term investment strategies and diversification while navigating a volatile economic landscape, highlighting the potential in technology stocks and Japan's robust companies.
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Aug 19, 2025 • 20min

Russia-Ukraine Talks, Fed Outlook in Focus

Michelle Jamrisko, Bloomberg News White House editor, shares insights on the latest diplomatic efforts to address the Russia-Ukraine conflict, emphasizing potential security guarantees for Ukraine. Mark Matthews, Head of Asia Research at Julius Baer, discusses the effects of U.S. monetary policy on global markets and Asian stocks, as traders brace for the Federal Reserve's upcoming policy announcements. They also delve into the complex dynamics of energy markets and geopolitical risks impacting economic stability.
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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.

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