Economy — page 3
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.
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.
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.
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.
HF Sinclair Maintains Midstream Structure Across Delaware Pipeline Entities
The company's regulated pipeline operations remained centered on its Delaware-incorporated limited liability subsidiaries during the 2024 reporting cycle.
Ameren accelerates coal retirement and expands MISO transmission footprint
The holding company utilized securitized bonds to fund the closure of the Rush Island Energy Center while pursuing long-range transmission projects in Illinois and Missouri.
U.S. Energy Inventories See Unexpected Builds in Gas and Oil
Weekly storage data shows natural gas and crude oil inventories rising well above trailing averages.
Agentic AI Drives Explosive Small-Cap Infrastructure Demand
Smaller firms are seeing a sharp divergence between surging AI-driven infrastructure orders and a cooling rural and consumer economy.
US Treasury Yield Spread Widens to 0.38 Percentage Points
The 10-year minus 2-year Treasury yield spread rose slightly as broader economic data shows persistent price pressures.
FERC, Texas and Florida Regulators Set New Utility ROEs
Recent authorizations include a 9.98% base ROE for MISO transmission owners and a 7.76% return for Water Oak.
Florida, Texas and FERC Issue New Utility ROE Determinations
Recent regulatory orders establish new return on equity benchmarks for utilities across Florida, Texas, and FERC jurisdictions.
FERC Sets New ROE Determinations for SPP and Bangor Hydro
Recent FERC orders establish authorized returns on equity ranging from 9.57% to 11.06% across multiple jurisdictions.
Companies Report Firm Demand, Relentless Cost Pressure
In first-quarter 2026 filings across 168 domestic companies, cost inflation ran more than five to one negative while demand and capital spending held their ground.
AI Infrastructure Capital Floods In While Biotech Trials Split
Small-cap companies are seeing a sharp divide between massive AI infrastructure funding and mixed clinical trial outcomes, while energy firms pursue aggressive acquisitions.
Input Costs Squeeze Margins Even as Demand Holds Firm
Companies describe resilient demand and steady capital spending this quarter, but input-cost inflation, hiring caution and consumer strain dominate what management teams disclosed.
Homeowners Lock In Rates and Reinvest in Houses
Smaller companies are finding growth in home remodeling and long-term defense contracts as consumers avoid moving and the government secures nuclear platforms.
Tariffs and Macro headwinds squeeze consumer discretionary
Smaller firms are reporting a sharp divergence between struggling consumer-facing businesses and booming AI and defense sectors.
Small-Cap Signal: Tariffs and Middle East Conflict Hit Margins While Industrial Demand Stays Strong
Smaller companies report robust order books in industrial and infrastructure markets, but tariffs are compressing margins and the Iran conflict is disrupting European consumer spending.
Industrial Demand Diverges as Consumer Softness Hits Apparel
Smaller companies report a sharp split between resilient professional equipment demand and a slump in consumer-facing sectors and global trade.