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Analysts Assess US Water Sector Stock Ratings and Valuations

Southern California Edison Eaton Fire Compensation Plan: Over 10,000 Claims Filed

American Water Works Announces Issuance of Senior Notes

Dominion Energy CEO expects S&P to upgrade rating at market close

NextEra Energy and Dominion Energy Agree to All-Stock Merger to Create World's Largest Regulated Utility

Southern Power Q1 EPS Beats Expectations and Raises Dividend, Gains Institutional Stake Increase

ATMOS Energy Announces $26 Billion Capital Plan Focused on Safety and Pipeline Modernization

JPMorgan Raises Edison International Price Target to $76, Maintains Neutral Rating

Jefferies Lowers American Electric Power Price Target to $147 from $152

US Mining Output Down 0.1% in April, Utilities Up 1.9%

American Water Works and Essential Utilities Merger Approved by Ohio PUC

Xcel expects rising PJM power costs to raise Con Ed bills by $2-$3/month starting June 1

Ameritas Advisory Services LLC Increased Holdings in Duke Energy

Sempra Announces Quarterly Dividend of $0.6575 per Share

CFRA Raises Earnings Estimate and Maintains Buy Rating for Atmos Energy

J.P. Morgan Analyst Reiterates Neutral Rating on Duke Energy

American Electric Power Issues 20 Million Common Shares

Duke Energy Executive Sells Company Stocks

SoCalGas Urges Shareholders to Vote in Favor of Premium Buyout of Unredeemed Preferred Stocks

AEP Proposes to Repurchase $2.6 Billion of Common Stock

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Americans are worried about the job market despite positive GDP growth.

Americans are right to worry about the job market

Kevin Warsh has been confirmed as the new chairman of the US Federal Reserve. While he asserts commitment to the Fed's independence, concerns arise about potential government influence. Warsh has criticized the Fed's interest rate strategies, reflecting some of President Trump's views, which may impact bond investors.

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What bond investors should know about a Warsh-led Federal Reserve

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Kevin Warsh will be sworn in as the U.S. Federal Reserve chair on Friday by President Trump, succeeding Jerome Powell. Warsh's confirmation faced delays due to a criminal probe involving Powell. He takes charge amid rising inflation, influenced by Trump's tariffs and geopolitical tensions. Warsh's first rate-setting meeting is in mid-June, where he may confront pressures for a more hawkish stance on monetary policy as inflation concerns grow.

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Warsh to be sworn in as Fed chair at White House on Friday

Economist Justin Wolfers cautioned that ongoing Middle East tensions could pose political risks for Republicans ahead of the November midterm elections, as rising oil prices and Treasury yields pressure the U.S. economy. He questioned when Congress would intervene to protect their positions, noting that the conflict has led to significant oil supply losses and increased inflationary conditions.

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Justin Wolfers Warns 'Mess' In Middle East Will Continue Through The Midterms, Wonders If Republicans In Congress Will 'Step In' To Save Their Jobs

Officials from Arizona, Indiana, Maryland, New Jersey, New York, and Pennsylvania are opposing utility rate hikes linked to increased power demand from AI. Investor-owned utility profits surged from $39B in 2021 to $52B in 2024, raising concerns over guaranteed returns amid rising costs. This coordinated push may lead to reforms in utility business models and impact future grid investment financing.

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Six states push back on utility hikes tied to AI boom

The AI boom has led to record spending, with top tech firms projected to invest $800B this year, increasing to $1.1T next year, representing over 3% of GDP. However, this growth has deepened economic divides, as around 10,000 AI insiders have gained over $20M each, while most workers see minimal benefits. Additionally, the AI gains obscure underlying economic issues such as tariffs, war, and sluggish consumer spending.

AI boom fuels record spending but deepens economic divide

Vice President JD Vance asserts that the Trump administration is making progress in strengthening the U.S. economy, with signs of wage growth and economic improvement following challenges inherited from the Biden administration. He acknowledges ongoing economic concerns, including inflation and cost of living, while emphasizing the administration's focus on long-term prosperity, job creation, and reducing inflationary pressures. The economic performance remains a key political issue as the nation approaches the next election cycle.

JD Vance says Trump economy is ‘digging out’ from Biden era

Treasury yields have surged to multi-year highs, with the 30-year yield exceeding 5.1% and the 10-year at 4.6%, driven by inflation concerns. Futures markets indicate a strong likelihood of a Fed rate hike by early 2027, potentially as soon as December. These higher yields could increase mortgage and corporate borrowing costs, negatively impact stocks, and slow economic growth.

Bond yields hit highs as Fed hike bets surge

One result of the massive monetary expansion was an upsurge in inflation, to a peak of over 9% in 2022—which the Fed infamously termed “transitory.”

Grading Powell’s Fed: Good for stocks, bad for affordability

The 30-year Treasury yield has surged to 5.125%, the highest since April 2007, driven by inflation concerns and expectations of rate hikes. The Producer Price Index rose 6% year-over-year, while the Consumer Price Index increased by 3.8%. Consequently, the odds of a Fed rate hike by year-end have risen significantly, with a 38.9% chance of one hike and 9.9% for two hikes.

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30-Year Treasury Yield Surges to 19-Year High as Inflation Fears Mount

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