strategy, which identifies the k ingleside as an equity priority route and the ingleside as an equity priority neighborhood. in 2021, the sfcta convened the ocean avenue mobility action plan task force to recommend transportation improvements for the ocean avenue corridor. for this process and the proposals developed from it were strongly championed by district seven supervisor myrna melgar, whose district encompasses the majority of the corridor with support from sfcta and sfmta staff, the task force recommended two large and three small proposals to address transportation challenges on ocean avenue. as one of the two large projects, the task force recommended ocean avenue muni forward improvements for the k ingleside, which is the k ingleside rapid project we are discussing today. the k ingleside rapid project aims to address multiple challenges on the ocean avenue corridor. it would increase train capacity on the k by expanding boarding platforms to enable two car trains to operate on the corridor. it would improve reliability and travel time for the k by implementing transit lanes

the ceo of the depository company said that the deceased heads of equity equity have only today to return to a zainfaan fabric can refer to ddn csdr address. and file filing give according to mr. bakhestani varasi, those who do not file a case until today will receive their deceased's interest until march 25 along with the deposit of interest of other owners of equity shares. otherwise, this interest will be deposited in december next year. where did your wife go? going to take the documents to the office before doing their work. then javad's documents. it is justice who went to the front office to file his justice share case. 2030 tomans , the front office gave you an sms saying that we will send you an sms, but the sms has not yet arrived. since november, the inheritance system for the transfer of equity shares of the deceased pish khan offices were set up after receiving money from the people. filed for varaz with the government's announcement of the resolution of the regulatory organization of the front offices of the government in this area , the entry and work of shares, the distrib

what the bond market is telling you and what the equity market is screaming is the equity market so far is screaming a strong gdp. if you look at the bond market, we are replacing the front end just like that in a couple of months and the equity market is done nothing in the face of that. it feels the stock market so far seems comfortable with rates repricing higher. lisa: some would argue this is the reason why decedent underperformance and small caps new seen underperformance in certain utilities or areas that are interest rate sensitive. we are not hearing companies are having trouble borrowing. we are not hearing that individuals are having issues with 40% more cash in terms of their savings than they had in 2019. put this together and it raises the question, what is the pain threshold for rates? is it 4.5% on the 10 year? is the fed going to test that at a time or doesn't seem they have conviction that inflation is cooling is much as they like. jonathan: i just find this stat amazing. medium value of savings and checking balances are more than 40% higher from 2019 across all income

we have so far equity.didn't get it yet, i didn't know how to name the adjective, what to do, it doesn't have equity shares, i don't have equity shares, we ourselves don't have equity shares, it was in 1401 that to answer the demand of the remaining equity shares, the law on the allocation of equity shares in the budget was approved, approving the transfer of part of the government's shares to people without equity shares the basis of this resolution. despite the approval of the approval of the allocation of equity shares to the survivors by the supreme council of main policies 44 , the absence of valuable shares, the implementation of this interpretation of the honorable legal vice president was that masolad and petroshim kharij fars companies are among the 20% shares of the government and it is not possible to transfer them. if these are removed from the portfolio , there are practically no more valuable shares for the equity shares . year to be implemented, but while the last days of 1402 are passing, so

a big part is equities. the gaming equities have momentum so they don't care about fundamentals.care about the price and been doing amazing ul and in commodities, there have been more niche markets like sugar or soybeans that have been doing -- have had specific trends. that's been a really big driver of the returns as well. sonali: you wrote that aqr has second-best month on record in february. what about the others? they may not be as large as a qr. >> they are smaller and they also had the second-best month for each of them. the best month since 2008. it's another time of high volatility where they managed with commodities which is a slightly bigger driver than equities. we saw some of the biggest durations in 20 years in some of the soft commodities. writing those trends has been beneficial for them. they've had some draw in january as well as a some of the gains we are seeing is like 30 or 45%. an incredible start to the year compared to what we were seeing from all other markets. sonali: how do you think about these returns moving forward? is there something that can throw

i don't have equity shares. now we ourselves don't have equity shares.that the law on the allocation of equity shares in the budget was approved to answer the demand of the remaining equity shares. transferring part of the government's shares to people who do not have equity shares. based on this resolution, it was decided that equity shares will be allocated only to a group of survivors. under the cover of supporting institutions and the like , they are in priority for this work. 4 million 700 thousand people were approved in this identification. 1401 despite the approval of the resolution. allocation of equity shares to survivors by the supreme council of main policies 44 the lack of valuable stocks postponed the implementation of this resolution to 1402. the interpretation of the honorable legal vice president of the presidency was that masolad and persian gulf petroshim companies are part of the 20% share of the government and it is not possible to transfer them. well, if these are removed from the portfolio, they are practically valuable stocks for

we historically on private equity, growth equity. we started real estate three years ago.solutions to our entrepreneurs on the safer end of the capital structure, which means inspiration. so hopefully it's an inspired decision. secondly, we felt that there was a clear whitespace variation grown for private credit managers. those are the two reasons we started this venture about 10 months ago. david: does it feel crowded? new entrance like yourself, you have been in the industry for many years, but we have seen a lot of money get thrown into this direction. >> i think any strategy will always be crowded. if i see australia lending against private equity sponsors, that's a space of a lot of capital available. global funds are able to invest because if it's the mandate. if you look at india on some of the smaller transactions, there has been a lot of domestic money raised where there can do 10 to 20 million. if you go larger, there's a lot to grow. i think their pockets are crowded, but we have always prided ourselves to be a solution driven business. i will give an example,

dividends should be placed in equity. according to the managing director of the central depository company, if a file has been filed by the deceased for the transfer of equity shares, the dividends of the equity shares of the deceased will be received by the 25th of march. will be. maryam fadaei, sed and sima news agency. the country's non-oil trade has increased by 11% in terms of value and 26% in terms of weight in this year's month compared to last year's month. according to the spokesperson of the trade development commission of the ministry of education, the country's non-oil trade reached more than 9.668 billion dollars in february this year. the value of non-fatty exports in february is more than 4. it was a million dollars which has increased by more than 19% compared to bahman last year. china, iraq, uae, turkey and pakistan are respectively the top five destinations of iran's export goods, and the uae, china, turkey, germany, india were also the top five initiators of selling goods to iran in february. grace sci

we have so far equity . we didn't get it yet, i didn't know how to name the adjective , what to do, it doesn't have equity shares, i don't have equity shares, now we don't have equity shares, it was the year 1401 that to answer the demand for equity shares, the law on the allocation of equity shares was approved in the budget, approving the transfer of part of the government's shares to people without equity shares based on this resolution. it was decided that equity shares will be allocated only to a group of survivors. under the covers supporting institutions and the like are in the priority of this work. 4 million 700 thousand people were confirmed in this identification. in 1401 , despite the approval of the resolution to allocate justice shares to the survivors by the supreme council of main policies 44 , the lack of valuable shares postponed the implementation of this resolution to 1402. the interpretation of the honorable legal vice -president of the presidency was that copper, steel and petrochemical

annabelle: what about equities in the u.s.? you said you thought a soft landing was unlikely and it is now coming to fruition and we have changing expectations and around rate hikes and fewer rate cut priced positive for 2024 but then you have nvidia for instance announcing a new processor or chip overnight that could spell gains in tech. >> absolutely and again reflecting on what we started i suppose we are getting to the end of the corner anyways is there are two things that drove the market higher and presented this big contradiction in the equity rally is that markets were simultaneously pricing in resilient growth and company earnings but at the same time pricing fairly significant rate cuts which indicate a much weaker economic environment in the year ahead or so and it would seem we are getting that kind of economic growth but markets are pricing out the rate cuts and equities have been surprisingly resilient despite that. i think the core concern going into the fed is policymakers and pop -- and market participants have

i don't have equity shares. i don't have equity shares. now i myself do not have equity shares. it was the year 1401 that to answer the demand of the remaining equity shares. the law on allocation of equity shares was approved in the budget. approval of the transfer of part of the shares. according to this decree, the government decided to allocate equity shares only to a group of survivors. supporting institutions and the like are the priority for this task . 4 million 700 thousand people are identified in this case were approved. in 1401, despite the approval of the resolution to allocate justice shares to the survivors by the supreme council of main policies 44, the lack of valuable shares postponed the implementation of this resolution to 1402. interpretation of the honorable deputy. the law of the presidency was that masolad and petroshim persian gulf companies are part of the 20% share of the government and it is not possible to transfer them, so if these are removed from the portfolio , there are practically no more valuable shares for the equity share sector. the rest wa

there is more high conviction, bullishness on equities. not all equities, but pockets.re the areas you want to watch. jonathan: u.s. stocks at all-time highs ahead of the fed decision. david of ubs writing this. this support behind the equity market rally over the last year or so remains largely in place. at the same time equity market sentiment and positioning has become somewhat elevated toy modest pullback in stocks wouldn't be surprising. we would stay invested but wait for pullbacks. david joins us now for more. great to catch up with you. you've got to define it to me what a pullback is in this bull market over the last few months or so. >> a pullback is just a modest decline in stocks. nothing we would necessarily call it correction, which is generally considered to be more than 10% or so. we've just been in a pretty low volatility regime with a lot of good news priced into markets. and admittedly i think the environment is pretty favorable. as we were just talking about in the quote of their. but we also need to recognize that some of the sentiment, some of the

who devote their core work the racial equity work. the others, the other 8 people are from across our division [indiscernible] three people from ops and the racial equity work is on the edge of their core work. for the most part we have been together about 4 and a half years working on the work and we work collectively and we wrote the racial equity action plan in 2021 is and if you haven't seen the racial equity action plan, we'll get you a copy of it. i'm here to give a update and before i dive in, i wanted to note that the racial equity initiative has key collaborations that make our work possible and insure racial equity thinking is embedded in the department. we don't work in a siloed way. we are woven through many departmental initiatives and we work closely with these following groups to insure coordination and collectivism. stop level in the clover leaf, the deputies themselves and executive teams have initiatives we partner on. in idc and bdc there is focus on college and high school internships. operations we work closely wi

do you work, sam, there is no justice , i don't have equity shares, now we ourselves don't have equity shares , it was in 1401 that to answer the demand of the remaining equity shares, the law on the allocation of equity shares was approved in the budget , approving the transfer of part of the government's shares to people who do not have equity shares, based on this it was decided that equity shares will be allocated only to a group of survivors. 4,700,000 people were confirmed in this identification under the cover of supporting institutions and the like. in 1401, despite the approval of the resolution to allocate justice shares to the survivors by the supreme council of main policies 44, the lack of valuable shares postponed the implementation of this resolution to 1402. interpretation of vice. honorable president's law was that masolad and kharij fars petroshim companies are part of the 20% share of the government and it is not possible to transfer them, so if these are removed from the portfolio , there are practically no more valuable shares for the equity sector. equity shares f

>> i think investors and private equity firms are looking for private equity returns on the investmenthere's pressure on private equity to deploy that capital and make investments >> there were a couple of big pe exits last year. birkenstock. do you think these companies went too early if you look at the stock market performance this year, it could be a better year than 202. >> i think that is right if they waited, they could have gotten a better price. the secondary market for private equity in 2024 was subdued ipos, as we know, was subdued as well they probably had a discount to what they could have achieved in 2024 had they hung on to the assets >> i was talking to a private equity player last year with the difficult year with covid delaying a lot of things a lot of highs and few lows as well what happens from here does the pick look bleak or are conditions getting better because we have the timeframe with rates being cut >> there is more confidence with the u.s. economy i know the federal reserve said they would cut interest rates at least three times this year. i heard earlier thi

private equity moves climbing from 6 billion in 2019 to 31 billion in 2023. we'll talk more about that underexplored section of the economy when we return at pgim, finding opportunity in fixed income today, helps secure tomorrow. our time-tested fixed income suite, backed by over 145 years of risk experience, helps investors meet their goals. pgim investments. shaping tomorrow today. rylee! from rylee's realty! hi! this listing sounds incredible. let's check it out. says here it gets plenty of light. and this must be the ocean view? of aruba? huh. this listing is misleading. well, when at&t says we give businesses get our best deal, on the iphone 15 pro made with titanium. we mean it. amazing. all my agents want it. says here...“inviting pool”. come on over! too inviting. only at&t gives businesses our best deals on any iphone. get iphone 15 pro on us. (♪♪) at pgim, finding opportunity in fixed income today, helps secure tomorrow. our time-tested fixed income suite, backed by over 145 years of risk experience, helps investors meet their goals. pgim investment

equities, super calm.s they remain calm and spreads remain tight, does that open the door for yields to push higher? lisa: we have asked this question to people who have led to small businesses and said is it difficult for them to pay back interest rates where they are? the answer, no. is it just survive until 2025 or is this a new reality where marches are increased and inflation has been beneficial for businesses that can charge more? jonathan: we will get into that new reality in a moment. let's start with some price action. equity futures on the s&p 500 softer, negative on the s&p, down by 0.1%. foreign exchange, the boj did hike interest rates for the first time since 2007. who would have thought that event would be a snoozer. dollar have been yen breathing out by almost another full percentage point to -- lisa: their disabled the ardennes with negative interest rate policies. they are still putting a priority on getting invasion of to 2%, not down to 2%. jonathan:. the strength yesterday come on the

if gross margins go up, you want to fight equities, go ahead. >> what's your favorite part of the equity market right now if you have one >> we have higher quality large cap stocks when you're seeing this differentiation among stocks, you still want quality you still want the stocks that can stand out. that has been something that has paid off over the last several months, in terms of areas that has done well. a lot of the areas people are like, it's about to turn around, things like small cap, tend to lag behind i think we want to stick to what has been tried and true and is producing results. >> the only new ones i put on there is i think quality works in the growth universe in value you want to buy something that looks a little -- now that you think is going to be quality later you own two-thirds of high quality growth and one-third you hope it improves and somebody calls it quality later type of portfolio. >> it's good to be back, and it's great to be with both of you. >> great to see you. >> we'll see you soon. good to have you both here post nine we are keeping our eye on shares of

equity futures unchanged on the s&p. all-time highs off the back of a hotter than expected cpi report. there's a difference between what economists expected and what the market was priced for. making absolutely no sense whatsoever. which one was it. >> basically you're having people justify the story at a time when there are more than half of the components of the dutch them coming in hotter than expected. there's a lot of seasonal issues with the fact prices reset. they can explain it away because the fed wants to cut rates. on the flipside it doesn't make any sense for the fed to cut rates if you see a re-acceleration in goods pricing. if you see that in the other components of this index. is it a fed that's going to cut rates matter what or is it stickier inflation people have to grapple with? >> bank of america saying this, service inflation good surprise. you can take comfort from the discomfort of the latter. we are still on the down trend but the risk around that story with clearly shifted which is if we had been

shares this year as well as last year equity dividends are paid in two stages. first phase was paid in december and the second phase is supposed to be paid in the last days of the year. iran capital market news base. senate. according to the report of the federation of world stock exchanges, at the end of 2023 , there were more than 55,000 companies admitted to the world stock exchanges, which is a decrease compared to the end of 2022. be excluded from the trade law. otherwise, the shares of these two companies will be transferred to the base market of the tehran exchange. iran capital market news base. extraordinary ordinary general assembly meeting of the shareholders of adalat investment company of gilan province it will be held on saturday, april 16, 1403, and the latest news is that, according to the kala khabar website, the price of oil increased on saturday, march 12, in a situation of smoke , as traders are waiting for the decision of the opec+ alliance regarding the supply contract in the second quarter of this year and are currently reviewing the infor

equity futures negative on the s&p 500. equities coming off the back of week losses really muted marginal stuff. down one quarter of 1% on the s&p. 4.0672%. we have seen the move lower in yields on the two-year, 10 year. lisa: that's the key question if you'll see that continue this week. when you get cpi tomorrow, ppi on thursday as well as retail sales, initial jobless claims prayed on friday we get university of michigan, today the question is how much oil prices will influence ppi and then on the heels of all of that in case you are wondering there are a host of bond auctions at a time where have some of these yields gotten too low. we've got three or notes being auctioned today. 10 year being auctioned tomorrow. >> tons of supplies through the week. getting you through the estimates of that month over month, compared to the previous month, looking ahead to this week's inflation data. terry haines of pangaea policy. andrew of city on the fence -- on the fed's path forward. a big week ahead for global markets going into

equities negative by zero .06%.nder surveillance this morning, trades design, possible intervention from the boj. >> they laid the groundwork and terms of how to think about their policy when they hiked to zero. the rate differentials remain fairly robust. when you have a low volatility world that we do in fx, you have got another potential funder. they have taken out that a gap from the perspective of if they actually approach policy. jonathan: the yen is steady after reaching its biggest level in 34 years. traders eyeing 152 which would prompt intervention. the more sustained dollar have been in relies on the u.s. side. the boj hike has come and gone. eric nelson joins us. are you saying that words are not enough? erik: that is exactly right. just because we have this intervention rent and we are seeing some shift in leadership on the funding currency side with swiss franc coming to the forefront, it doesn't mean you should i the yen rush you should buy the yen -- you should buy the yen. we should turn toward my d

equities. that's what we are seeing, broad picture, zoom in also about what we are seeing in china. we've got some of those declines , among the tech names, those of the biggest drags today. helping to support the csi 300, gains on copper related stocks as the commodity surges. we are hearing reports about how copper producers are mulling production cuts. haslinda: what a rally for copper stocks. the other is india. we saw a stunning selloff in small caps. we knew it was hot but few expected the selloff. avril: very hot. the run-up since march last year, it has had a phenomenal time. we saw the small and mid-cap gauges for the bse, something more than 4% yesterday. it was the biggest decline in two years. with all of this froth in the market, you can imagine why the regulators are flagging that overheating. they are telling money managers to limit their purchase. given how a lot of this has been because of retail participation, the concern is it could drag the broader markets. we saw the since

in order to respond to the demand of the survivors of equity shares, the law on the allocation of equityres was approved in the budget, approving the transfer of part of the government's shares to people without equity shares, based on this resolution, it was decided that equity shares should be allocated only to a group of survivors under the cover of supporting institutions. and the like in the priority of this work is 4 million 700 thousand people who were approved in this identification in 1401 despite the approval of the approval of the allocation of equity shares to the survivors by the supreme council of the main policies 44 the lack of valuable stocks postponed the implementation of this resolution to 1402. the interpretation of the honorable legal vice president was that misr, fars steel and petroshim companies are part of the 20% share of the government and it is not possible to transfer them. well, if these are removed from the register, practically there are no more valuable shares for the field of equity shares. the decision to allocate equity shares to survivors was include

who devote their core work the racial equity work. the others, the other 8 people are from across our division [indiscernible] three people from ops and the racial equity work is on the edge of their core work. for the most part we have been together about 4 and a half years working on the work and we work collectively and we wrote the racial equity action plan in 2021 is and if you haven't seen the racial equity action plan, we'll get you a copy of it. i'm here to give a update and before i dive in, i wanted to note that the racial equity initiative has key collaborations that make our work possible and insure racial equity thinking is embedded in the department. we don't work in a siloed way. we are woven through many departmental initiatives and we work closely with these following groups to insure coordination and collectivism. stop level in the clover leaf, the deputies themselves and executive teams have initiatives we partner on. in idc and bdc there is focus on college and high school internships. operations we work closely wi

equity is paid in two stages, the first stage. it was paid in december and the second phase is supposed to be paid in the last days of the year. news station iran capital market, sena. according to the report of the federation of world stock exchanges, at the end of 2023 , there were more than 55,000 companies admitted to the world stock exchanges, which shows a decrease of 8.9% compared to the end of 2022. wali allah jafar the director of supervision of publishers of the stock exchange organization, the acceptance board of the tehran stock exchange , gave iran khodro and saipa until the end of july 2014 to withdraw from article 141 of the trade law. otherwise, the shares of these two companies will be transferred to the base market of the tehran exchange. iran sena capital market news site. the meeting of the ordinary general assembly as super shareholders of the capital company. the fair stock market of gilan province will be held on thursday, april 16, 1403, and the latest news is that, according to the kala khabar website, the

equity dividend.ond stage will be automatically deposited into the beneficiary's account as always, but about one million people will still not receive this benefit. they stay these people can be in the process of receiving equity dividends by registering in the comprehensive customer information system known as sajam or by entering their valid shaba number on the sahamadalatir website, according to the ceo of central depository company, if the heirs of the deceased want to transfer the shares. if justice has filed a case, then the dividend of the deceased justice will be paid to verras until march 25th. maryam fadaei, sed and sima news agency. capital market indicators were down on the last trading day of the week. however, in general, the stock market indices this week have a positive return registered hello wednesday. on march 16, the total index was 3 percent, the negative range was 640 points, a decrease of 2 million, 16,570 points , the total index was 15 hundred percent, and the index was negat

i still think you need exposure on the equities side. i think the deal flow is very attractive now on the private equity side. sonali: is about time it is, isn't it? tony: i agree. sonali: thank you. so nice to have you back on the program. eli lilly ceo talking right now about the long-term impact of obesity drugs on the market and the health of the consumer. you will hear some of those comments next. stick with us. this is bloomberg. >> i think if we can ba above average in picking winners we can do 10 small deals that can more than offset one good one that was more expensive. ♪ sonali: this is bloomberg markets and i am sonali bassett. we are looking at shares of eli lilly as the company competes for market share in the obesity drug race. caroline hyde is sitting down with the ceo at the economics club of new york. listen to some of his comments from earlier. >> it is difficult to go to cocktail parties these days without getting one sip in and a question about weight loss drugs, glp-1, what is glp-1? what an honor that is to have suc

very very strong momentum in japanese equities. it's opening the door to further gains in the historic rally. when you look at rsi, now around 80 level. that's also a signal we are looking pretty overbought. where markets reached a record that tended to be stuck in a range and that is something else we can be tracking as >> just dropped here. this is the february 1. coming in at 50.7. 51.2. seeing it dropping into 50.7 in the latest reading. south korea was shut for a public holiday on friday. on balance, we did see a slight deterioration. that detracts what we had seen in other economies in the region. haidi: we are getting some data coming through from australia. building approvals. month on month, we are seeing a contraction of 1%. the survey landed at a 4% gain. it narrows the contraction of 9.5% we saw in december. january's reading seeing contractionary territory at a time when we are seeing home prices continuing to accelerate in australia. extending gains in the environment of elevated interest rates. we had seen population

pish khan to file his equity case. he gave 20,300 tomans to the counter and said, "we will send you an sms, but the sms has not arrived yet." since november , when the inheritance system was launched to transfer the equity shares of the deceased to the heirs, the counter offices, after receiving an amount from the people, began to file a case for the settlement, with the announcement of the government, the approval of the regulatory organization of the front offices of the government in this area , and the work of dividing shares. shares of heirs of shares justice is being done, 18,900 tomans in addition, now, from the side of this resolution, the organization is regulated, which is charged in the offices for each and every right of the people. while the central depository company has announced that the distribution of equity shares of the deceased is the responsibility of this company and none of the counter offices are connected to the heritage system. the service of distribution of equity shares of the deceased is a

no sms or website address is sent to any of the services of equity equity shares, mr. mr. hajivand warned that most of the internet portals and sms sent about equity shares are fake and infected with malware. according to haji vand, this year is the same as last year . second, equity dividends are paid based on the announcement of the minister of economy in the last days of the year. haji vand also said: if the dividend of equity shares is not deposited into the shareholder's account, the person should go to the sajam system at the address of sajam, ar or to the sajam adalat system with the sign of the equity shares. visit and solve the problem. iran commodity exchange company announced the acceptance of new goods and... products in the main and different markets of this company. according to the announcement of iran commodity exchange acceptance management , it has been agreed to accept three new products including steel rebar such as cathode and polyethylene in the main market of commodity exchange. also , the products of alpha alumina, tissue, butadiene and a building b

equities or other major markets.even if we saw some capital inflows in this market, the outflow pressure to overseas investment remains quite strong. it keeps the currency on the back foot in q1 and q2. haidi: over is good to have you with us, ken cheung, from mizuho bank. if you look at the energy patch, oil holding its biggest gains in the week over the policy of production cuts and geopolitical tensions in the middle east and russia. for more, let's bring in andrew janes. we are seeing quite a bit of resilience, albeit rangebound trading in the last few weeks or so. are we maintaining the status will in terms of market settings? andrew: hi. bloomberg reporters have been talking to opec+ delegates in the last few days, some national oil officials and what they have intelligence is their meeting coming up next week is likely to be no change in opec+'s output policy and that is to keep the 2 million barrels a day of oil cuts in place through june. in fact, next week's meeting is apparently going to focus more on gett

equity markets managed to claw back losses last week.iful new relationship of growth between apple and alphabet. the countdown to the open kicks in right now. announcer: everything you need to get started -- set for the start of u.s. open with jonathan ferro. [opening bell] >> investors brace for a busy week of global rate decisions. ai in focus with the

if you look at the stats, long-term private equity has done well.ew from $4 billion to $50 trillion asset class. if you just look at last year, deals were off 37% from the year before. 60% versus 2021. there's clearly a lot of nervous news with the unprecedented rise in interest rates that private equity is achieviachieving. you talk 26%. that is significant. 26% of all assets in private equity funds is more than four years. assets that investors committed to them which hasn't been deployed into assets. it is not just that money that's able to be deployed. it is also the assets being held by private equity funds. >> quickly, i want to bottom line it. are you expecting to see a lot of pe activity because they have been sitting on so much money? >> we see a recovery coming this year. we will see green shoots of activity. >> alexander de mol, thank you for your time. >>> coming up on "worldwide exchange," the one word that every investor needs to know today and the stocks our next guest says stands to benefit from the rotation within the markets. >>> i

equities, as we have been noting, you have the time to get in now on equities and still continue thatpward trend. >> it certainly depends on the risk appetites of individual clients. for treasuries, they have a better risk/rehe ward across scenarios. equities falling 15% to 20%. do we see recession or change in technology? on the treasury side, we think that selloff is unlikely given how much inflation has fallen and the fed noise on cutting interest rates. we expect to see treasuries with a positive return. >> this is something i have been looking at the last week. commodities. particularly gold. that is now record high territory. is that too rich at these levels? >> we think it can keep going. we think $2,250 by the end of the year. there is more scope for gold to rally. it has rallied without the fed cutting rates and people dialing back expectations. there is something else going on here in hedging geopolitical risk or central bank buying. if you add fed rate cuts, there is further for gold to go. >> it is playing a bitcoin story. it is similar to bitcoin. they all seem to be risi

into equity shareholders' accounts as usual. according to the ceo of the central depository company, at this stage, the profits of 360,000 people from the deceased who filed a case in the attacks of the previous hour to in the gaza strip, two people, including an 11 -year-old child, were martyred and a number of others were injured. previously , the air attack of the zionist regime on one of the humanitarian aid distribution centers in the ansirat camp in the center of the gaza strip left nine martyrs and a number of wounded. put. today, in a similar action, the zionist regime killed 6 people by attacking people who were waiting to receive humanitarian aid in the north of the gaza strip. 14 people were martyred in the bombing of several houses in al brij camp in the center of the gaza strip. twenty bodies were also killed following the air and artillery attacks on khayounos in the south of the gaza strip. two martyrs were pulled out from under the wells in this city. on the 160th day of the war, the total number of martyrs in ga

equities up 0.4%. seven on the nasdaq.fter two days of losses on the s&p with the biggest one-day slide going back to the middle of last month on the s&p 500. the nasdaq the biggest one-day drop since the end of january. tesla in discretionary. china coming out the growth target, hardly anyone believed. lower again after they got the ism. i think that the ism is the real news yesterday morning at 10:00 a.m. eastern. they didn't confirm the january boom with yields lower across the curve. 4.5640. lisa: it was disappointing but it was more the employment component going into contractionary territory. the prices paid component coming in less hot than expected. it is the two-pronged approach. maybe there is weakness under the hood and maybe the inflation that we saw on the previous ppi was a blip. jonathan: let's turn to fx. people reached out yesterday saying, why aren't you talking about gold? the answer is, no. gold is at an all-time high and printed another all-time high earlier in the session. lisa: this goes to the quest

we are hearing more talks happening on the private equity side dreadfully with private equity i thinkhe exits were down significantly. buyouts were down. we are hearing people were waiting for full-year results before doing transactions before understanding valuations one thing that was also a drag was the kind of creative exits so people are looking at continuation funds and dividend recaps instead of exit through m&a. we feel there will be a bit more push for exits you need to show returns. >> what needs to happen with private equity transactions and better sentiment in that department >> i think for us, what we were hearing is it was the valuation. we are starting to see that coming down. i really feel strongly that it is interest rates. >> in which case, the relative period of stability could be short lived. >> exactly the other thing to keep in mind is that we had this huge increase in s&p which is up 30% since 2022 often you might see that reverse. >> to me, it seems we had opportunities that some companies are from stronger positions and using the balance sheet to consolidate t

what about private equity dealmaking? >> private equity. deftly under pressure.hink it is going to be a year of exist. the general partners are increasing the pressure. all to exit of their businesses. they have been holding on for a while. a theme that should drive some m&a activity. whether the timing is right. and whether they confess the valuation they are hoping for in this environment. i think that is the main question but it should be a little bit more active for equity firms this year as well. >> ok. excellent deep dive into mna. globally but also with valencia on europe. thank you very much indeed. not to bank of america with the ceo says it will take time for the banking industry to work through issues with commercial estate. they alarmed investors with exposure in this space. here to tell us how troubled the sector is next. >> industry is well capitalized, it has good liquidity. people will show up to liquid across the industry. commercial real estate is a slow burner. it is a classic burn. we had a really commercial real estate session. there will be

all owners of equity shares in the country should be paid. there are less than 10 days left until the announced time for the second stage of equity dividend payment and still non-payment of interest by 9 of our companies . dashestan cement industry companies, mabna group and fajr energy of the persian gulf pars switch national industries such as iran, mubarake steel , isfahan, bandaab oil refining, isfahan oil refining and petrochemical industries. there are also a series of companies in the persian gulf that have not even deposited their first stage profits yet. dashestan cement industries, mabna group and faraj energy of the persian gulf. according to the head of the stock exchange organization, if these companies do not transfer the profits of equity holders to the samat account as soon as possible, they will be dealt with. in the first stage of the violation discussion, the board members of these companies are called to the violation committees. if they still don't do it, we will follow up through discussion as always, the dividends of th

haslinda: equities on a tear post fed. however, investors are pretty cautious on the outlook for u.s. stocks and treasuries. fed officials stick to their guidance on rate cuts this year. let's dig deeper. get perspective with garfield reynolds who leads the markets live coverage in asia. run us through the responses you've seen. >> yeah. thanks. tukey responses. yes, they expect that stocks will keep rallying. they don't expect that the breathtaking pace we've seen so far this year, up 10% or so so far, can possibly continue. in fact, by the end of the year, the s&p 500 will be just about 5400. that's only a 4% gain from where we are. so that's a significant slowdown in the pace to come. meanwhile, bonds can be expected probably to rally at some stage. but there's a strong constituency for the idea that the worst has yet to come when it comes to the bond market. the 10 year yield topping out at something like 4.5%. that's more than 20 basis points above where we are right now. so plenty of skepticism about bond capacities

equities positive on the s&p 500.ooking to rein in apple. >> we allege apple has employed a strategy that relies on exclusionary anticompetitive conduct that hurts consumers and developers. for consumers that has meant fewer choices, higher prices and fees, lower quality smartphones, less innovation from apple and its competitors. jonathan: the u.s. department of justice suing apple, accusing the iphone maker of violating antitrust laws by blocking rivals from act -- from accessing hardware and software features. shares wiping out $113 billion in market value. alex webb joins us for more. can we start with the victims? or the alleged victims of these violations? alex: is not necessarily other smartphone companies but it could be other people offering services on apple's platform. we have heard complaints from spotify about the way not only payments are taken, they have to pay a certain cut to apple if someone signs up for spotify, but apple would not let them tell their customers that if you want to supply online you

cross asset, we see losses bleeding through in equities. losses on both the nikkei and topix, it was interesting how boj didn't step in with etf buying. haslinda: take us through the biggest losers today. >> not many winners to speak of. let's look at the decliners. we talked about toyota so much amid the end strength, that is another drag on the topix today. interesting how japanese lenders are losing ground. you would think with profitability and rate hikes potentially improving, their stock should show upside, but even the biggest lender is extending declines today. the other thing we see from commodities and steelmaking related stocks, those are the ones dragging the nikkei today. we saw how iron ore contracts in singapore performed yesterday, steepest decline since 2022. it is china band coming through, but for assets in japan, it is much about what we will see from boj next week. haslinda: the weaker young not helping exporters at all. let's look closer at the yen. and bring in mliv strategist mark cranfield. the topic slowing more th

about one million equity shareholders are still facing the problem of authentic bank numbers. this news and more in today's package of bahabazar news. mohammad sadegh vaezy, deputy of the privatization organization, the suitors of esteghlal and presplis did not reach an agreement, the ministry of sports and the ministry of economy stood by as much as they could to solve the problems . makes the process of completing the national housing movement plan. if these people register or update their information in the sejam system in the process receive interest. kala khabar website. the price of bitcoin exceeded 69 thousand dollars and reached its highest level, but after some time it fell below. respected worker, i think that more than a thousand lives are being restored, this province has the first rank in the matter of reviving closed and semi-closed economic units, 610 units have been restored in this province, which makes me proud to say that a thousand people's lives have been restored here. 17,800 people's lives have been revived here, and martyrdom is still blowing from the c

equity futures in tokyo pointing higher.rket open is next, and this is bloomberg. ♪ annabelle: this is "bloomberg daybreak: asia." we are calling this week is central bank blitz and it is nothing short of that when you got the fed, boj, rba, so many central banks decisions to over the couple of days. haidi: bonanza frenzy, it is a treat if you are a policy aficionado, not to mention indonesia as australia with the rba as well perhaps overshadowed by the big three especially when it comes to the boj, and as we've been talking about corporate japan have been positioning even if it is not this week it is a case of visit march or is it april? annabelle: when you have got possibly the first like a move away from negative rates we have seen in japan since 2007, it is no surprise we are going to be focusing in on what happens in tokyo over the coming two days. boj meeting is going often local media are reporting this is a fre

equities perform and how that passes through japan. we are seeing a pullback on account of the boj expectations. do you use these moments to add to positioning for japan? kelvin: no. where the japanese equities market is concerned, we are wary that if the japanese yen appreciates, the relationship is quite strong. any appreciation and the japanese yen would likely yield to a negative performance on the japanese stock market and therefore we are quite wary about. with the exception of perhaps the japanese yen -- if there was any pullback, there is an opportunity to accumulate. and the net -- would likely continue. on top of that, we do think that if the negotiations comes in closer to the 4% range, the chances of the boj reversing its negative interest rate policy is pretty high. >> do you think you -- kelvin: all that is true, when you talk about the increase in the r.o.e.'s, the increase in capex expenditure, it is true but you cannot deny the fact that last year the main driver of japanese equities was because of a week yen. japan wa

fourth quarter gdp figures the ancient to to .2 on the .6 of court a little bit of weakness that equity space is one of really try to take latest lessons from japan culprit governments are forming one of the fact is that is driven in japanese equities says dog with us 50 of these of course at the ground the court last year as well that we can still see fed day going to happen equities that looked bit starting to think that got lost 12 months of japanese equities rally where will be cheaper companies but encouraged to improve their evaluations improves the performance expense delivered the same time so most of growth companies have been lagging behind investors since the mentally best to focus on those cheaper companies. utilitiesand thanks to the company care patient discretionary also probably to think that the japanese call me maybe earnings outlook for some of these growth stocks continue to be quiet interpreting valuation is reasonable to expect that you think that the structure placed up for japanese equities to play a role in affectionately see for the boj policy direction and how

equity risk if you earn any at all? sarah: from our standpoint it is difficult to think of not owning u.s. equity risk. you can add other things, but as a u.s.-based investor you can't say i will go other places because i want to go other places. lisa: american exceptionalism. how long we can keep the privilege of borrowing in less money and fueling our economy through that kind of financing. does the fed pitted make you less optimistic on longer-term -- fed pivot make you less optimistic on longer-term bonds because it implies a higher inflation target and more tolerance by the fed to price instability? sarah: what it does is it means that you aren't going to go back to zero interest rates, giving bonds a place in the portfolio. especially if you have a demographic that is older. you don't want to only be in equities because there is the risk. the bond at this point has less risk because of the fed's dovishness.are long-term bonds going to go higher because the economy is better or because they're worried about the u.s

shares , the law on the allocation of equity shares in the budget was passed to approve the transfer of part of the government's shares to individuals. it was decided that the equity shares will be allocated only to a group of survivors under the cover of support institutions and the like, 4 million 700 thousand people are in the priority of this work. this identification was approved in 1401 despite the approval of the council to allocate equity shares to the survivors. excellent political. the main hundreds of 44, the lack of valuable stocks postponed the implementation of this resolution to 1402. the interpretation of the honorable legal vice-president of the presidency was that the companies it was included in the budget clauses of 1402 and it was supposed to be implemented by the end of this year, but while the last days of 1402 are passing, there are still salary disputes. considering that there were disputes in the legal field regarding the legal basis of the stock portfolio that should be handed over to the new beneficiaries, it was decided that first a consultation should be