Posts tagged utilities
Everything we have written about utilities.
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All 31 S&P 500 utilities rose on the day of Google's Constellation deal. Constellation was 30% of it.
·1 min read
Utilities gained 3.06% on 6 October, their best day since at least June 2025. Constellation's 12% jump on its Google deal supplied $11.6 billion of the sector's $39 billion.
sectorsutilitiessp500All 31 S&P 500 utilities fell the day the 10-year Treasury yield hit 5%
·3 min read
Every one of the S&P 500's 31 utilities closed lower on 18 September, and so did 26 of 30 consumer-staples stocks and 27 of 30 real-estate names, as the 10-year Treasury yield climbed to 5% following Fed governor Kevin Warsh's hawkish remarks. A semiconductor rally inside Technology was the only thing that kept the index's headline number positive.
sectorsratesfederal-reserveutilitiessp500Edison International and PG&E lost $13.6 billion today after California's wildfire bill left them exposed
·2 min read
EIX fell 23.1% and PCG fell 20.1% on 31 August after California's SB 492 wildfire bill left out the liability cap utilities were pushing for. Strip those two, plus Sempra, out of the utilities sector and the other 28 members were essentially flat.
utilitieswildfirecaliforniasectorssp500The utilities were already falling before Warsh opened his mouth
·4 min read
Friday's story was that a hawkish Jackson Hole speech hit rate-sensitive stocks. But 30 of 31 S&P utilities fell on Thursday, the day before the speech, on a day the index rose 0.63%.
ratesutilitiesfederal-reservesectorssp500