26 November 2024
US Markets Wrap: Will the pharmaceutical sector take a hit following Trump's naming of Dr Mehmet Oz to head Centers for Medicare and Medicaid Service?
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the markets are reacting towards Trump's cabinet picks, potential slashing of government funding, as well as his outlook on the economy given the recent rise in yields.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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20 September 2024
US Markets Wrap: Stay Invested. Falling interest rates, but at the same time rising earnings growth - says Mark Matthews
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the Fed is starting to lift markets again, the resilience of the job markets, how stock markets in Asia are leveraging the rate cut, as well as his advice to clients as they wrap up the year.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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27 June 2024
US Markets Wrap: Decoding the Union Budget & its impact on global market dynamics
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the optimism in the markets currently, a lookahead to the second half of 2024, and how the upcoming Union Budget might impact global market dynamics.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Express Photo

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26 April 2024
US Markets Wrap: China Strategy - Resilience of US consumers and how to build quality exposure
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on policy divergence between the US and China, how Chinese companies are placing a greater emphasis on shareholder returns, in part by increasing dividends and buy-backs, what can investors do to build quality exposure when it comes to investing in China and whether there are specific risks they should look out for.
Presented by: Willie Keng
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: unsplash & its talented community of contributors

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16 February 2024
US Markets Wrap: Does the weaker-than-anticipated retail report negate the higher CPI?
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the level of consideration investors should give to the weaker than anticipated retail report when analysing the strength of the US consumer, whether it negates the higher CPI figures, if the timing of the first rate cut matters, and whether the fallout from the Red Sea disruptions can be mitigated by the latest movements in energy prices.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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18 January 2024
US Markets Wrap: How will rate cuts affect the US Dollar in 2024?
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the US economy is faring, what's driving consumer sentiments, expectations on the impact rate cuts would have on the US Dollar, and his takeaway from China's latest GDP figures.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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28 December 2023
US Markets Wrap: What's driving earnings growth?
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on the factors that are driving earnings growth, production gains on the AI front, and how investors should get ready for the new cycle of normalisation.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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22 November 2023
US Markets Wrap: Where are the horsemen of the markets headed right now?
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on sentiments surrounding what the Fed might do next, commentaries surrounding big tech and AI firms and the three horsemen that he has his eyes on right now.
Presented by: Ryan Huang
Produced and edited by: Yeo Kai Ting (ykaiting@sph.com.sg)

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19 September 2023
US Markets Wrap: Will companies see a tough earnings season next quarter?
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer weighs in on how markets are pricing in ahead of the September Fed meeting and the chance of a November rate hike.
Presented by: Ryan Huang
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

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4 July 2023
US Markets Wrap: US inflation likely to trend down to the Federal Reserve's target of 2%, says Mark Matthews from Julius Baer
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer analyses the overnight action in the US markets, trends surrounding inflation and recession, how consumers are reacting to those changes and whether he is expecting rate cuts by end of the year.
Presented by: Ryan / Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
This podcast is edited by Anthea Ng (nganthea@sph.com.sg)

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2 May 2023
US Markets Wrap: A deep dive into First Republic Bank, FOMC Preview and earnings season
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his perspective on whether JPMorgan buying First Republic Bank assets will help to soothe nerves, what to watch out for ahead of FOMC's meeting and an analysis on earnings season so far.
Presenter: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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24 August 2021
Market View: Could we see a US taper announcement in September?
As most members favour a beginning of the tapering before year end, could we continue to expect an announcement in September?
Julius Baer seems to think so.
Mark Matthews, Head of Research Asia Pacific, Julius Baer shares more and what to look out for in the upcoming Jackson Hole meeting.

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23 August 2021
Market View: Could we see a US taper announcement in September?
As most members favour a beginning of the tapering before year end, could we continue to expect an announcement in September?
Julius Baer seems to think so.
Mark Matthews, Head of Research Asia Pacific, Julius Baer shares more and what to look out for in the upcoming Jackson Hole meeting.

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12 July 2021
Market View: Are Market Jitters Over The Economic Recovery Peaking Valid?
Last week - - markets showed signs of worry as safe havens like US Treasuries and the Yen found favor from investors seeking cover. But are concerns about the global economic recovery peaking valid? And are market concerns a bit of an overreaction? Mark Matthews, Head of APAC Research at Julius Baer, joined us on Prime Time to discuss the firm's recent macroeconomic musings, and what economies in Asia are best and worst positioned to handle the resurgence of COVID-19 infections.

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9 April 2021
In The Spotlight: Asia remains the most expensive region in Global Wealth and Lifestyle Report
Asia’s swift recovery from the global health crisis has kept the region at the top of Bank Julius Baer Lifestyle Index 2021 when it comes to most expensive region.
Shanghai was ranked most expensive city on the index - clinching the top spot from Hong Kong - which was pushed to 3rd place - while Tokyo came in as 2nd most expensive city.
Singapore is ranked 9th. Positioned between London and New York.
To find out more Rachel Kelly spoke to Prime Time's Mark Matthews, Head of Research, Asia Pacific, Bank Julius Baer.

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