Mark Matthews

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.

Mark Matthews, Head of Asia Research at Julius Baer, delves into the anticipated Federal Reserve rate cut and its repercussions on Asian markets, particularly the yen and BOJ policy. He emphasizes the significance of Australia’s rate adjustments and suggests investment opportunities in corporate bonds. Brian Fowler, a Bloomberg journalist, sheds light on Japan's recent economic data, linking stronger wage growth to potential rate hikes by the BOJ, while addressing concerns over GDP shrinkage and the government's new stimulus package.

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.

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.

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.