The public sector is the platform.The private sector is the apps on that platform. ...

Britain’s private sector lost momentum in July, according to a closely watched survey https://t.co/vJd0aM9ybs ...

We started this program talking about what is driving markets, the idea that nothing sticks to stocks, they just keep climbing and climbing. And I cited your comments from last week saying. But at the end of the day, there will be tariffs and the average tariff rate in the US will be higher than it was previously.And stocks still have to price that in. When do we start to see that happen. I've been trying to work out.So let's look at the six month anniversary of Trump's inauguration and kind of the scorecar ...

Let's talk about the jobs report because we got a a pretty positive report at least on the headline number. Unemployment rate goes down to 4.1%.1%. You have been um flagging the wages for bluecollar workers.You know, a lot of people didn't expect to see that at this time in the cycle with the Fed being restrictive with the tariffs in place. What do you think is is leading to the resilience in the job market and do you have any concern about what's under the surface there as far as where those jobs were crea ...

The US economy added 147,000 jobs in June. That was more than expected. The unemployment rate fell slightly to 4.1%.Average hourly earnings still a little light. That's your paycheck. The paycheck growing 3.7% over the past year.So if you have a job, you're being compensated for it. So the headlines here are all pretty sturdy. Private sector was not what was really driving things.It was state government jobs driving this job growth. So seeing the weakest private sector job growth since last October. ...

off in the equity trade. Back to you. >> All right, Steve, let's bring you in here.What's your outlook in terms of the impact on July September, which was pretty much a foregone conclusion. >> I think this is a very mixed report, Melissa. I, I, I have to point out, I don't even know if President Trump is going to like this report.Why 73,000 of the job gains were government. Now it was minus eight on the federal side, plus 40 on the state side. I think it was plus 20 or 30 on the local side.So what you have ...

Britain's private sector expanded at the fastest pace in nine months https://t.co/njOSV8tlTh ...

Cybersecurity Threat Landscape - Iran's cyber capabilities are on par with other nation states and are leveraged as a direct extension of military force [2] - DHS and CISA have issued advisories for private sector corporations and government entities to be on high alert for cyber attacks [3] - Iran can inflict substantial damage in the US across manufacturing, supply chain, retail, and critical infrastructure without necessarily crossing the red line of loss of life [4] - Iran typically targets user accounts through phishing or social engineering, directly attacks external perimeters, and increasingly targets cloud infrastructure and SaaS providers [6] - Over 85% of critical infrastructure is privately owned, making it a vulnerable target [7] - Iran has been attempting to conduct operations for this type of event, potentially having undetected footholds in organizations and critical infrastructure [9] - Iran is specifically targeting industry verticals, which is not typical [10] Market Impact - Cybersecurity stocks such as Fortinet, CrowdStrike, and Zscaler are up by about 1.5% to 2.5% [5] - Palo Alto is up about 1.7% [6] Defensive Recommendations - Companies should be on high alert and diligent in putting up defenses and monitoring for specific issues to minimize damage [4][8] - Companies should be very diligent due to the current times [10]

Tradeweb Markets (TW) Conference June 05, 2025 11:30 AM ET Speaker0 Alright, everybody. Alright. Welcome back to the twenty twenty five Piper Sandler Global Exchange and Trading Conference. My name is Patrick Moley, senior research analyst covering the exchanges, brokers, and trading companies. Last fireside of the morning, we have Tradeweb CEO, Billy Holt. Tradeweb is a leading fixed income derivatives ETF and electronic trading platform. Company IPO ed in 2019. Billy's been CEO for a little over three yea ...

Investment Rating - The report does not explicitly provide an investment rating for the electricity distribution industry Core Insights - The operations concession model is presented as a viable alternative to full privatization, allowing for private sector efficiencies while retaining government ownership of assets [22][25] - The report emphasizes the importance of private sector participation (PSP) in improving operational performance and addressing challenges faced by state-owned utilities [15][20] - Case studies from Côte d'Ivoire and India illustrate the successful implementation of operations concessions, highlighting the model's adaptability to local contexts [58] Summary by Sections 1. Introduction - The report discusses the historical context of power sector reforms initiated in the 1990s, aimed at creating commercially viable utilities through restructuring and private sector involvement [13][14] 2. The Operations Concession Model in Electricity Distribution - The operations concession model allows a private concessionaire to manage electricity distribution while the public utility retains ownership and responsibility for power procurement [27] - A comparison of various private sector participation models indicates that operations concessions provide a balanced risk allocation between public and private sectors [40][41] 3. Case Studies: Existing Operations Concessions - Côte d'Ivoire's concession model evolved from a public utility to a private operator, demonstrating the effectiveness of the operations concession in managing electricity distribution [59][60] - India’s input-based distribution franchises serve as another example of successful operations concessions, showcasing the model's flexibility [58] 4. Structuring Options and Parameters for Operations Concessions - Key parameters for structuring operations concessions include setting performance targets, treatment of assets, and regulatory oversight [4][38] - The remuneration model for concessionaires typically includes compensation for operations and maintenance costs, with performance incentives linked to operational improvements [38][72] 5. Limitations and Extensions - The report notes that while operations concessions can improve efficiency, they should be part of a broader reform strategy to address systemic issues in the electricity sector [52][53]