Stocks

While volatile oil prices have introduced uncertainty across the energy sector, midstream is experiencing something closer to the opposite effect. The geopolitical disruptions reshaping global supply have reinforced one fundamental truth for midstream operators: volumes are coming. The question is no longer whether production will be drilled, but when and that shift in certainty is driving a meaningful acceleration in midstream deal activity. 

At Tech Trek 2023, Karin Fronczke of Fidelity Investments discusses valuation dynamics, the importance of fundamentals, emerging opportunities in AI, and the trajectory of American IPOs.

Jefferies economists take the temperature of the US economy, offering predictions on rate hikes, the labor market, and slowing inflation.