The Tip Desk

Economy — page 2

This Week in Energy — November 12, 2026

U.S. distillate stocks increased and crude price averages fell. Summit approved a gas pipeline expansion, while Enbridge reported an October gathering acquisition and sanctioned an Alberta project.
This Week in Energy · November 12, 2026

CPI-U Rises 0.4% in October After 0.6% September Gain

Shelter and food lifted the seasonally adjusted all-items index as energy cooled from September's spike.
Economy Watch · November 12, 2026

This Week in Energy — November 5, 2026

U.S. distillate inventories fell as refinery utilization increased. Crude spot-price averages declined, while Devon and Canadian Natural reported on pipeline access and gas-marketing arrangements.
This Week in Energy · November 7, 2026

Payrolls Rise 165,000 as Unemployment Falls to 4.1%

October nonfarm payrolls added 165,000 jobs and the unemployment rate slipped to 4.1%.
Economy Watch · November 6, 2026

Fiscal 2026 Deficit Widens as Outlays Outpace Receipts

The full-year federal deficit widened as outlays rose by more than receipts from the prior fiscal year.
Treasury Fiscal Note · November 5, 2026

OCC orders American Express National Bank to fix AML controls

American Express National Bank must strengthen board oversight, submit a remediation plan and commission an independent suspicious activity review.
Bank Enforcement · November 4, 2026

US Job Openings Rise to 7.52 Million in September

Seasonally adjusted nonfarm openings were 7,523,000, up 333,000 from August.
Economy Watch · November 3, 2026

This Week in Energy — October 29, 2026

U.S. crude and distillate inventories declined, while Brent’s average rose across the available trading days. EQT detailed an announced Range Resources acquisition, a proposed pipeline and a 10-year LNG sales agreement.
This Week in Energy · October 30, 2026

PCE Prices Rise 0.5% in September, Core Holds at 0.3%

The PCE price index rose 0.5% from August, while the index excluding food and energy rose 0.3%.
Economy Watch · October 30, 2026

Real GDP Growth Accelerates to 3.4% in Third Quarter

Investment and government spending picked up as exports fell, lifting the annualized pace from 2.2% in the second quarter.
Economy Watch · October 30, 2026

PCE Price Index Rises 0.5% in September 2026

The seasonally adjusted PCE price index reached 132.26, up 3.6% from a year earlier.
Economy Watch · October 29, 2026

Real GDP Growth Picks Up to 3.40% in Q3 2026

The annualized quarter-over-quarter expansion rate rose 1.20 percentage points from the prior quarter.
Economy Watch · October 29, 2026

This Week in Energy — October 22, 2026

U.S. crude inventories declined as distillate and natural gas stocks increased. Valero reported a completed refinery project, and Kinder Morgan said a gathering expansion serving the Haynesville Basin was nearing completion.
This Week in Energy · October 22, 2026

Single-family permits fall 4.0% in September

September 2026 permits weakened for single-family homes but rose for buildings with five units or more, while the direction of the monthly change in single-family starts remained uncertain.
Economy Watch · October 20, 2026

This Week in Energy — October 15, 2026

U.S. distillate inventories fell as refinery utilization increased. Occidental reported partial restoration of curtailed Gulf production, while Gran Tierra’s planned sale awaited regulatory approvals in Colombia and Ecuador.
This Week in Energy · October 15, 2026

PPI Final Demand Rises 1.3% in September

The seasonally adjusted final-demand index reached 159.780, up from 157.662 in August.
Economy Watch · October 15, 2026

This Week in Energy — October 8, 2026

Brent Europe spot price observations averaged 128.820 $/BBL over Oct. 2-6, 12.686 $/BBL above the prior week's available-observation mean; WTI Cushing's mean rose 1.211 $/BBL. U.S. crude stocks fell 3.186 million barrels. Devon agreed to sell Eagle Ford assets to Crescent; Cenovus agreed to acquire Athabasca Oil.
This Week in Energy · October 13, 2026

Aci Lifts 2026 Guidance as Software Demand Stays Positive

Aci Worldwide raised full-year revenue and adjusted EBITDA guidance after first-half results and pipeline strength, as demand and outlook comments stayed mostly positive.
Industry Earnings Roundup · October 9, 2026

Magnolia debt falls faster after WildFire close

Magnolia Oil & Gas ended the third quarter with about $1.9 billion of net debt, which the company said was more than a year ahead of its original deleveraging plan.
Small-Cap Signal · October 8, 2026

August Retail Sales Revised Lower After July Gain

Census cut the August 2026 advance retail and food services sales print by $36.18 billion from the prior estimate.
Economy Watch · September 30, 2026

PCE Price Index Rises 0.3% in August 2026

The seasonally adjusted PCE price index reached 131.58, up 3.4% from a year earlier.
Economy Watch · September 30, 2026

BEA Lifts Q2 2026 Real GDP Growth to 2.20%

The estimate of second-quarter 2026 real GDP growth was revised up 0.70 percentage points from the prior print.
Economy Watch · September 30, 2026

Apple's Double-Digit Growth Anchors Hardware Demand

Hardware issuers posted a wave of positive demand and outlook comments as Apple, ADTRAN, and others described broad-based strength.
Industry Earnings Roundup · September 25, 2026

Food, Beverage & Tobacco Demand Stays Positive as Outlook Lifts

Demand comments stayed positive and outlook turned constructive even as avocado prices and tequila volumes weighed.
Industry Earnings Roundup · September 24, 2026

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.
Weekly Energy Prints · August 20, 2026

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 Fiscal Note · August 20, 2026

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.
Economy Watch · August 19, 2026

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.
Utility Annual Reviews · August 16, 2026

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.
Utility Annual Reviews · August 15, 2026

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.
Utility Annual Reviews · August 15, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Weekly Energy Prints · August 13, 2026

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.
Economy Watch · August 12, 2026

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.
Utility Annual Reviews · August 9, 2026

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.
Utility Annual Reviews · August 8, 2026

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.
Utility Annual Reviews · August 8, 2026

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.
Weekly Energy Prints · August 6, 2026

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.
Small-Cap Signal · August 6, 2026

Treasury Yield Spread Narrows to 0.43 Percentage Points

New yield data arrives alongside a mix of cooling inflation and steady employment figures.
Economy Watch · August 5, 2026

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.
Utility Annual Reviews · August 2, 2026

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.
Utility Annual Reviews · August 1, 2026

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.
Utility Annual Reviews · August 1, 2026

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.
Utility Annual Reviews · July 26, 2026

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.
Utility Annual Reviews · July 26, 2026

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.
Utility Annual Reviews · July 26, 2026