Wednesday, July 16, 2025Markets shook off a midday ditch to ramp back up into the green as of today’s close. A report that President Trump intended on firing Fed Chair Jerome Powell sent all major indexes into the loss column, but it was a temporary condition. Reports are currently that there is a letter drafted with which to relieve Powell of his duties as head of the Fed, but the president has since said he does not intend to send it.To make a long story short, the Dow closed up +231 points this Hump Day, ...

Overall, June activity data is a mixed bag, with weaker FAI and retail sales growth, but firm IP growth, along with slightly better-than-expected inflation, trade and credit data announced earlier this month. Accessible version China Watch Red light blinking despite a strong 2Q GDP print 1H25 growth at 5.3% yoy, above the policy target China's 2Q25 GDP grew by 5.2% yoy, vs 5.4% yoy in 1Q25. This is in line with our expectation, but beat market consensus at 5.1%. In sequential terms, 2Q GDP increased by 1.1% ...

Welcome back to Squawk on the Street. Rick Santelli here live at CMHQ with the rest of the breaking news of this Wednesday morning. Our June look at industrial production capacity losization.Production up 3/10en of a percent triple expectations. We're looking for upetenth and and in the rearview mirror minus 210 now jumps up to unchanged. Minus 3/10 is second best number of the year outside of February when we were up 1.4%.4 1.04%, excuse me. On utilization rates, also better than expected, 77.6% following ...

US industrial production rose in June, boosted by a jump in utility output and a modest gain in manufacturing. https://t.co/CuJROrw5yN ...

Group 1: Legislative Impact - The One Big Beautiful Bill Act (BBB) is expected to release approximately $3 trillion in stimulus, benefiting the oil and gas sector, particularly pipeline operators like Kinder Morgan (KMI) [3][9] - The BBB allows oil and gas producers to write off capital expenses immediately and delays fees on methane emissions until 2035, which is likely to increase production [5][10] Group 2: Company Overview - Kinder Morgan operates as a corporation, avoiding the complexities associated with master limited partnerships (MLPs), and offers a 4.2% dividend that grows annually [4][8] - KMI manages 79,000 miles of pipelines in North America, with 40% of U.S. natural gas production flowing through its systems, positioning it favorably in the energy market [11][12] Group 3: Financial Stability - KMI's revenue is largely secured through "take-or-pay" contracts (64%) and fee-based agreements (26%), providing stability against fluctuations in oil and gas prices [14] - The company anticipates $5.2 billion in distributable cash flow for 2025, significantly exceeding its $2.6 billion dividend obligations, allowing for growth investments and debt repayment [16] Group 4: Market Position and Growth Potential - KMI has outperformed major MLPs like Enterprise Products Partners (EPD) in total return over the past three years, despite EPD offering a higher yield [15] - The company's focus on natural gas aligns with growing trends such as reshoring industrial production and increasing energy demands from AI [12][13]

#数据 中国第二季度GDP增速5.3%，预期5.1%，前值5.4%，6月规模以上工业增加值同比增6.8%，预期5.6%；6月社会消费品零售总额同比增4.8%，预期5.6%；6月城镇调查失业率5.0%，预期5.0%；1-6月城镇固定资产投资同比增2.8%，预期3.7%。 https://t.co/xDXwRKY4eA ...

German industrial production unexpectedly rose in May, suggesting companies rushed production before potentially much higher tariffs on exports to the US https://t.co/kqqglgsP7I ...

Japan’s industrial production rose less than expected in May, missing analysts’ estimates as the US tariffs hit the nation’s exports https://t.co/ufpcjX9Z8P ...