Stock analysis posts tagged "utilities" from Openbook.
National Grid now expects FY27 EPS growth slightly above 13%-15%, but the entire upgrade comes from a £130m one-off gain in its Ventures division.
A ten-year Treasury at 5.18 percent does not threaten the whole US equity market. It threatens the income half of it. The right response is to cut equity duration, not equity exposure.
SSE stock analysis for the FY2026 results, the RIIO-T3 price control and a 33 billion pound capital plan. What the numbers show and what would change them.
The 10-year Treasury yield is back at 5.02% after the Fed's first hike since 2023. NextEra closed at USD 79.60, about 19% below its 2026 high.
The AI build-out has become a macroeconomic demand shock, and it is the marginal reason the Fed is close to hiking. Investors hold AI equities as shelter from the tightening they are causing.