Economy — page 2
SEC Pressed Stanley Black & Decker on Non-GAAP Charge Labels
Stanley Black & Decker revised how it describes and discloses years of supply-chain restructuring costs after SEC staff repeatedly challenged which charges belonged outside GAAP earnings.
SEC Pressed Cooper Companies on Non-GAAP Gross Profit, Tax Adjustment
A year-long comment-letter dialogue pushed Cooper Companies to defend and eventually narrow its non-GAAP presentations while adding new segment and disclosure detail.
SEC Presses Coeur Mining on Non-GAAP Adjustments at Rochester, Las
Staff pushed Coeur Mining through months of comment letters over inventory-related add-backs to Adjusted EBITDA, forcing new disclosure but no retreat on the underlying adjustments.
SEC Pressed Air Products on Tax-Rate Math, Uzbekistan Deal
Across letters spanning 2022 to 2026, the SEC pushed Air Products to reconcile a $695 million tax benefit and to justify treating a $1 billion Uzbekistan facility purchase as a loan rather than a sale.
U.S. Crude Inventories Build 4.4 Million Barrels in August Print
Crude oil stocks rose sharply while natural gas storage saw a modest injection amid rising retail power costs.
July Federal Deficit Widens to $432.3 Billion
A surge in monthly outlays and a dip in receipts drove the deficit higher than the same period last year.
Treasury Yield Spread Narrows to 0.52 Percentage Points
New Treasury data shows a tightening yield curve alongside mixed labor and inflation signals from federal agencies.
Rates Pinch Credit as Backlogs Signal Uneven Demand
Companies across 14 industries flagged rising borrowing costs and mixed demand signals in their latest disclosures.
Sempra's Cameron Interstate Pipeline Locks In Steady Revenue on LNG Backbone
Cameron Interstate Pipeline held rates flat and construction quiet in 2024, leaning instead on a $410 million backlog of fixed-fee contracts tied to Sempra's Cameron LNG export venture.
MPLX's Twelve FERC Carriers Show Ozark Rate Win, THPP Standoff
MPLX's oil-pipeline subsidiaries closed out 2024 with a court victory on Ozark's market-based rates and an unresolved tribal-land dispute still idling part of the Tesoro High Plains system.
Dominion Energy Expands Gas and Wind Capacity Across Mid-Atlantic
The holding company is balancing a massive offshore wind build-out with new combined-cycle natural gas stations to meet regional demand.
Media Earnings: Demand, Outlook Broadly Upbeat as Costs Diverge
Communications and media companies described a strong demand backdrop and confident guidance for the second quarter of 2026, even as cost management and hiring told a more uneven story.
Materials & Chemicals: Demand and Pricing Firm, Costs Squeeze
Materials and chemicals producers reported broad demand and pricing strength this quarter, but rising input costs ate into much of the gain.
Healthcare Earnings: Demand Surges, Costs Bite Back
Healthcare and pharma companies described broad-based patient and prescription demand alongside investment-heavy capex plans, even as input costs emerged as the one category tilting negative.
Financial Services Earnings: Demand Strong, Costs Bite Back
Financial services companies reported broad demand strength and expanding capex plans in 2026Q2, even as rising input costs and a softening insurance pricing cycle complicated the picture.
Energy Earnings: Demand Runs Hot, Capex Stays Disciplined
Across oilfield services, midstream and E&Ps, management teams described strengthening activity and firming prices while working costs down rather than opening the spending taps.
Banks Post Broad Loan Growth as Funding Costs Ease
Lenders described widespread loan and deposit growth alongside falling deposit costs, even as a chunk of the group flagged rising personnel and technology spending.
U.S. Crude Inventories Hit 52-Week High as Gas Storage Rises
Crude oil stocks saw a record weekly build while natural gas storage grew by 36 bcf.
Treasury Yield Spread Widens to 0.48 Percentage Points
New Treasury data shows a slight steepening of the yield curve alongside a mix of cooling inflation and steady labor metrics.
Cost Inflation Outruns Relief Across 14 Industries
Of 126 companies reporting on the domestic economy this week, 42 across 11 industries pointed to pricing and cost pressure as the defining issue, from oilfield services to hardware to real estate.
Oneok Maintains Steady Footprint via Coronado Midstream Operations
The company reported a period of operational stability with no major rate adjustments or system extensions across its New Mexico and Texas transmission assets.
Kinder Morgan Manages Regulatory Contingencies Across Diversified Pipeline Fleet
The energy infrastructure giant navigated a complex web of commitments and contingencies across five key operating subsidiaries in 2024.
CenterPoint Energy Secures Recovery for Storm Costs and Rate Adjustments
The Houston-based utility moves to amortize winter storm bad debt and securitize $1.1 billion in Hurricane Beryl restoration expenses.
U.S. Crude and Natural Gas Inventories Climb in July Print
Weekly EIA data shows a surprise build in crude oil stocks and a 33 bcf injection of natural gas.
Small Caps Leverage Pricing Power Amidst Input Volatility
Smaller companies are successfully raising prices and subscription fees to offset rising costs and shifting consumer behavior.
Treasury Yield Spread Narrows to 0.43 Percentage Points
New yield data arrives alongside a mix of cooling inflation and steady employment figures.
Cost Inflation and Pricing Power Dominate a 117-Company Week
Forty-two of the 117 companies reporting on the domestic economy this week, spanning ten industries, centered their commentary on pricing and costs.
Elevated Rates and Tariff Costs Frame a Split Demand Picture
Elevated borrowing costs, tariff-driven inflation, and uneven demand dominated what 89 companies across 13 industries told investors about the economy this week.
Demand Splits Across Industrials, Software and Retail This Week
Demand was this week's dominant theme across 44 companies in 12 industries, but the signal splits between industrial, software and chip firms gaining ground and housing, restaurant and consumer names absorbing a pullback.
MPLX Maintains Regional Gas Transmission Footprint Across New Mexico and Oklahoma
The company's midstream operations focused on interstate transmission services through its MarkWest subsidiaries during the 2024 reporting cycle.
Genesis Energy Maintains Stable Operational Footprint Across 2024 Pipeline Portfolio
The midstream operator reported no significant regulatory or structural changes across its primary pipeline subsidiaries during the report year.
AES manages divergent asset profiles across Ohio and Indiana utilities
The company balanced a pure-purchase power model in Ohio against a steam-heavy generation fleet in Indiana.
Energy Transfer Expands Gulf Coast Footprint Through Strategic Acquisitions
The midstream operator integrated Buckeye and Gulf Coast assets while streamlining Permian terminal holdings to optimize its crude and product pipeline network.
Kinder Morgan Navigates Leadership Turnover Across Interstate Pipeline Network
The infrastructure giant managed critical rate adjustments and LNG send-out capacities while facing a wave of executive resignations across its subsidiaries.
Energy Transfer Manages Regulatory Shifts Across Interstate Pipeline Portfolio
The company navigated material legal proceedings and rate adjustments across its multi-state gas transmission network in 2024.
American Electric Power leverages FERC orders to boost non-operating income
The multi-state utility shifted its Texas footprint toward a pure transmission model while navigating high customer concentration in Kentucky and Texas.
Enterprise Products Expands Midstream Footprint Through Strategic Asset Consolidation
The partnership integrated new pipeline entities and finalized ownership of Wilprise to streamline its regulated transport network.
Ameren expands MISO transmission footprint through multi-billion dollar project awards
The holding company leveraged formula ratemaking and securitization tools to fund grid expansion and the accelerated retirement of coal assets.
An Appellate Ruling Narrows a Long-Running Software Patent Fight
The court vacated the damages award but left liability intact, sending the number — not the question — back for retrial.
Second Request Lands on a $9 Billion Medical-Device Merger
Antitrust reviewers asked for more information, pushing the expected close into next year and putting the overlap analysis on the record.
June Budget Deficit Narrows to $120.3 Billion
Federal receipts climbed from May levels while outlays dipped slightly, though the monthly deficit remains significantly higher than a year ago.
A Consent Order Lands on a Regional Lender's BSA Program
The order caps asset growth until remediation is certified — a constraint that binds strategy, not just compliance.
SEC Presses Insurers and GM to Strip Non-GAAP Cushioning
Staff comment letters in June pushed Prudential to abandon a flagship adjusted-earnings metric and forced General Motors to simplify segment math, part of a broader crackdown on non-GAAP presentation.
Enbridge Pursues Aggressive Rate Adjustments Across Northeast Gas Portfolio
The company filed significant Section 4 rate cases for its Algonquin and Maritimes subsidiaries while securing a settlement for Texas Eastern.
Enbridge halts Sandpiper Project amid regulatory hurdles in 2024 review
The pipeline operator maintained a 10% after-tax return on equity for its Southern Lights assets while streamlining affiliate service costs.
American Electric Power streamlines Texas generation as capex rises
The holding company completed its exit from the Texas generation business while expanding capital liabilities across its Ohio and Texas subsidiaries.
AI Infrastructure Pivot Trumps Legacy Cloud Resale
Smaller firms are aggressively shedding low-margin legacy services to fund AI-driven ecosystems and specialized infrastructure.
US Treasury Yield Spread Widens to 0.40 Percentage Points
The 10-year minus 2-year Treasury yield spread rose on July 14 as Treasury rates shifted.
Capex Push Cuts Across Banking, Industrials, Health and Retail
Eight companies disclosed economic commentary this week across five industries, and seven of them, from banking to biotech to storage, pointed to capital deployment as the throughline.
DT Midstream expands interstate footprint via ONEOK acquisition
The company secured a 55% revenue increase for its Viking Gas Transmission unit through a FERC-approved settlement.