vonnie: what about stocks.f you are not certain about what is going to happen, but you know there are some signals telling us certain things, are there areas of the stock market where you can be a bit more convinced that we will see better returns? kathryn: this is a good question , because we have seen much more resilience in the u.s. markets versus asia and china. that trend has worked relatively well. but when he think about how to focus on the equity markets this year, it is going to be a little tricky, because it will really depend on what happens with rates. that is why i said that until right can come down, until we figure it out, it's better to be a bit conservative and also think about which areas in terms of geographically, or sectors which might frothing from this type of scenario. vonnie: interestingly, you are convinced of long japan, short china will be a good trade. give us some context. perhaps the short china portion might be easier to understand than the long japan, given we have seen the runo

vonnie: there was a lot for u.s. investors to digest and that is before the main macro event even happens. the cpi data thursday morning u.s. time. it looks like u.s. futures are unchanged or mixed. investors no doubt still digesting the bitcoin announcement. after john williams spoke and reiterated the fed is done although it looks like there might be some time before the fed reduces rates. we may get some evidence tomorrow although economists are looking for the cpi data to show inflation moved up a little from the previous month. in terms of bonds we are above 4% on the 10 year after williams spoke. will we are awash in oil and there is plenty of demand. bulls and bears are fighting each other right now. the main event today was after the closing bell in the united states when we had approval from the s.e.c. for those 11 bitcoin etf's to go ahead. we will start seeing some of those trading tomorrow. after a slow hour -- after hours start bitcoin is trading very close to $47,000 a coin. haidi: of course one of the

vonnie: absolutely.'s go there right now. >> they, well, many of the ceos were in front of congress in late december saying any solution which is the basel three endgame of having higher capital requirement by 15% to 20% will hurt the u.s. economy. when you think about it though, one of the worries of regulators, whether it is in europe or in the u.s., is the black swan or the unexpected event, so a lot of the increases capital requirements, it relates to the worry for areas in trading that the more complex, longer duration instruments. credit suisse comes to mind, but there are so many in the past, and that will be the difficult area for banks because investors look to banks to invest because of dividend increases in share buybacks, so i think you will hear the diplomatic term capital build both by management and analysts. vonnie: yes, i think there will be some frank discussions on those calls about what it all mean to the banks. we know that the fed is worried about commercial real estate and things p

haidi: vonnie quinn with the numbers. our next guest says despite what we have seen across the tech space and tech equities in particular it has been a bad week for some of the magnificent seven like apple. despite the valuation gains have seen in the previous year, she is still constructive on the magnificent sector -- the magnificent seven and the wider sector. we have seen a second warning when it comes to apple and that has taken the heat out of that stock. you have been consistent in terms of leaning into the depths for these stocks. >> good evening and thank you for having me. i have been consistently adding to these stocks and i like when they pull back a little bit. if you look at last year and you look at the nasdaq, the mac seven, the moves have been anywhere from 50 to to 50%. that sounds great and maybe overdone to scented if you go back to 2022, they had a terrible year. my thesis on this is 23 was more or less the start of a recovery year for check. they gave back what they gave away. they got some price pot

vonnie: no huge surprises. you outlined the major points.his was the power pivot that markets cheered that the federal done and indeed, the minutes seem to indicate that the fed is at or near the week of the rate michael -- the peak of the rate michael. forward guidance was indicate that the fed could increase, but it doesn't look like participants are expecting an upside surprise. the data includes a data such as like that i and prices paid which showed a decline of more than expected. job applications were down 11% in the last week of the year. it appears that fed policy is working. don't forget, for the first time in more than three years, the fed's preferred underlying inflation gauge rose in november. it was below the 2% that the fed was looking for, for the first time in more than three years. so it has broad optimism according to these minutes, clear progress was one phrase, for example, the participant s noted. here is where it gets a little tricky. because they might all expect rates to be lower, but there is a vast disparity betwee

but a spring in vonnie quinn, this is the fourth time that -- let us bring in vonnie quinn, this is the fourth time that antony blinken has returned since the attack. he said that things will be -- these will be difficult conversations. what is he hoping to achieve? >> it is difficult to know, what he would love to have happen is it would be, and he would bring words of calm to all of these countries. it is his fourth extended port and he has talked to qatar, this is followed by israel, the west bank, and egypt and he had already been to jordan, turkey, and greece. desperately trying to form allied ships in the region and get everybody on the same page. in a news conference he issued some stark warnings and he said this is a moment of profound tension in the region, a conflict that could easily metastasize, causing even more insecurity and even more suffering. there is many sides in this conflict and not is on the same page. practically several pages, actually. the prime minister gave a separate news conference on the same day in which he calls for a broader cease-fire that would end th

vonnie: vonnie: bottom line, preventing outright war, that is initiative taken here, haidi. broader initiatives would include coleman tensions in the region and trying to find out what may be a solution post the war for gaza. we know nobody's on the same page on that at the moment. but this is a very widespread tour, he landed in doha on saturday. before that he had spoken to the jordanian king. also he had been to turkey and greece. after doha, he was headed to the u.a.e., followed by stops in saudi arabia, israel, the west bank and egypt, trying to talk to parties around the region. we know qatar has been helpful with the hostage situation, helped broker the release of more than 100 israeli hostages. qatar, though, given in this conference, there prime minister colin firth a broader cease-fire that would end the violence. that is not going to happen. israel and the united states do not agree, they argue that would allow hamas and other actors to launch attacks the motor to the one on october 7, for example. but at the same news conference, the u.s. secretary of state said

. >> i am vonnie quinn.ve already had a high on the s&p, a great day for the team at bank of america can talk about how the magnificent seven and the narratives of last year still count and at least for today it is true.

a militant cold for hun vonny was killed by indian security forces. when i heard about what happened to him, i decided to right, the lot was going on in kashmir at the time, and i expressed that. i didn't find anything wrong about anyone, just the truths about my brothers knew by you young. the last things about the push media, people's long standing desire for us . that'd be cool. although it has received warnings, she continues to drop about human rights that to us at these crackdowns. i'm confusing that as to region. many people, particularly in this, comes over to muslim dominated area. consider zapper any style of music, to be honest, nomic the saucer luxury. i don't think wrapping is a good thing for girls to be doing. this is an appropriate and as long as you guys me, when somebody comes the life with what the kid does and start following in 2022, a young female victim blogger was killed by suspected radical islamist in the same district. or was it like home sleep at night? it buses in lee is that they say leave this wrapping focus on your reli

but this, of course, the exact cause of the incidents is still to be investigated and to be clear, vonny and i'm in a surf interior was also here at the see you said that the, the iranian ministry of interior of will and they're wanting police will definitely investigate the causal visit and we'll let the people know about it, of course, but we're not sure whether or not it has anything to do with the ongoing of slayer off in the tensions in the region and the re send. so tit for tat exchanges. between iran and israel, has there been some serious exchanges of files like tit for tat retaliation between israel and to ron? and whether or not this latest incident has to do anything with that. and those developments or not to this question has to be seen in the coming perhaps hours or days. but what's clear is that this hospital is very significant in the fact that the sense that it hosts a significant number of 4 and tourist, apart from being a hospital, providing some medical services to about 4 and visitors, medical tourists from mountain and walk and other neighboring countries around her

but i know so ton refugee camp, the jericho with jordan vonny. i'm that so who joins us not from okay. pod these truths and honda, what's the latest? you can tell us us we do know that there are raids across the occupied west bank tonight in nablus and the outskirts of but i'm a law hebron but it's not him policy. uh just to name a few. there's a big military incursion now in nablus, near the, in the jackson university. your, some 20 students are reportedly staging a sit in protests and currently uh, there are 2 demolitions currently ongoing for homes, a freed palestinian prisoners. these really are me says that the houses were built on the pre text without permits. additionally, we're looking at 2 arrests in the lubbock earlier on sunday to palestinian teenagers shocked me killed by these really occupation forces just outside the settlement of bait. in these really army releasing a statement saying that the 2 teenagers were quote, hurling multiple cocktails at an army base in my life where they were subsequently shot and killed their families to

let us get more with vonnie quinn. what is the latest in what has been the key takeaways so far?the israelis have been clear that they would like to find a diplomatic solution but fencers are saying the time is running out for israel and hezbollah to find a diplomatic solution. this is coming on the heels of the latest attack which was by israel on hezbollah targets. a commander in the latino group died and was struck by an airstrike in an suv according to the associated press. the most senior has blocked militant killed since the attack by hamas and it has not gone down in lebanon. it is not clear that lebanon will respond, but this has been the pattern so far. one seida strikes and the other side strikes something else and it continues on like that. the israeli prime minister was in the north of israel today and he was saying we prefer that this be done without a wide-ranging campaign. he is referring to returning the displaced families to the north of israel in a secure, environment. he said that israel will not stop without this being safe for those families. that will not st

vonnie: from type a is bloomberg markets coanchor yvonne man.hat is the message taiwan's ruling party is trying to send to the international community? yvonne: good morning. for one thing, democracy, or won this weekend -- democracy won this weekend. despite china's threats saying that the selection is a matter of peace and war, taiwanese voters defied those concerns and reelected the dpp for a third straight term here, which we have never seen before in the history of taiwan, you mentioned what we are seeing here in terms of results from that yes, it was an historic win, by a wider than expected margin, but only receiving 40% of the vote for lai ching-te, which goes to show that how we have seen this coalition parted between the kmt and tpp, we would have been talking about a different result. and the dpp lost its majority in the legislature, so no clear mandate from that that is certainly not left when it comes to the dpp on how they will move forward, because with a divided government now, he will have to negotiate with other parties on budge

the other attacks and the border area of the wrong months ago does not give the impression that the vonny is really thinking gets through. but while they're trying to demonstrate some sort of a, some of the strengths in order to. ready to show their internal audiences in this case is mostly conservative, hard miners were pressing the government. cr decided, after having shown too much of a strength, i don't think you focused on the iraq or the audience. if any external audiences from these really is in the united states. but i think as the statement from the foreign minister kind of made clear, their kind of damage control right now, because this was, this appears to have been a miscalculation in the midst of all of these different tensions in the region for you've on to suddenly have this degree of attention focused on and with the rock is extreme beyond was and then another concern of course, is that it wasn't true between the united states and evolved prior to october the 7th. and was steve on your stop, some of their new sure activities are piece noted down there was an into a box of

the other attacks, the border area of you on most the goals does not give the impression that the vonny is, are really thinking is true. but while they're trying to demonstrate some sort of a, some of the strengths in order to. ready to show their internal audience is, in this case is mostly conservative, hard miners were pressing the compliment. i criticized you that for having shown too much of a strength, right? so you said it is more about internal politics rather than a message site is trying to send a pack of stine or a rock in particular. i don't think he focused on the iraq or the audience. if any external audience is probably these ratings in the united states, but i think i had a statement from the foreign minister kind of made clear they're trying to do damage control right now because this was disappear. so i've had a miscalculation in the midst of all of these different tensions in the region where you've gone to suddenly have disagree attention with pockets on and with the wrong is extreme beyond was right. do you think that the run is going to continue acting in this way

but any of my colleagues 0 vonny, i spoke to lice, i believe, or that is a professor at mail caught out in casado and says the civilians aren't being deliberately targeted by israeli forces. this is the kind of conflict is very different actually, even from the previous conflicts. we do not see this sort of spect, let's say for a civilian, you know, lice. we see something really quite different, the focus of the conflict, our civilians. so we estimated that there were 7 ford's highest civilian deaths, then combat. and then this in this garment company, can i make sure i understand what you're saying? you're telling us that in the was a and forgive me if it's 4 or 5 guys, awards from 2008. before this one, you're saying the gradually israel tolerated killing more civilians for each combatant that they were killing. right? more collateral damage as an, as known, you're saying this war is not that they accepted me to kill more civilians. it's that they were targeting civilians. that's what you're seeing. yes, the dates are consistent with this. just to give you a quick fix to this. so in t

here's some of what some of the president has on shake my hand and told my colleague 0 vonny. it was not somebody who created this problem. if it would be, has created this problem, the ones who initiated claiming that they would take an x box to somebody out to their country. and they don't say their antics like, oh, it's a, it's a commercial deal. no, no, it is not the, it's a be a, has a commercial interest in somebody, you know, in better better the use of the both of the stake over 19 percent, even in the ownership of the, of service of that that i'm the place where they are now saying is just a few kilometers. oh if you feel a few 100 kilometer away from that. but there's no need for that. whatever it is, let us assume that they need another boat. and this is what we have been discussing for a couple of months ago. the issue is not with these to be access to the see the city to access for all somebody where everyone is somebody above the question is how, how do they want to, to access the c? by next, if possible, somebody or you changing the voters? so my idea, this is w

vonnie: -- ashvin: the selling has been relentless to start the year.people have seen the bottom when things will rebound. something is structurally at play. structural issuance is coming out of korea. they call it snowball which they provide into the selloff. it's exacerbating the move. it appears these barriers will get triggered in the next 5% to 10% downside. after that, i think things will be calm. shortselling will reduce the pressure from selling. i think we probably should drop at a five percent to 10% before things come down. rishaad: i think you have no interest is in -- in investing. is there anything that would change your mind? ashvin: tactically, we could take a long position if we stabilize. over the medium term, i don't see policy being supported for stocks. we have a very targeted stimulus, which is looking after infrastructure chips. like what they did in the u.s., we are not seeing that now. we keep getting these policies going after the big tech monopolies. right now, we'd rather step aside. there are opportunities elsewhere in the w