Economy — page 2
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.
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%.
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.
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.
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.
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.
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.
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.
PPI Final Demand Rises 1.3% in September
The seasonally adjusted final-demand index reached 159.780, up from 157.662 in August.
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.
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.
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.
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.
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.
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.
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.
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.
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.