This report provides a recap of the June FOMC meeting and initiates coverage on US power providers Talen Energy and Constellation Energy. Analysts emphasize structural supply/demand tightness in the utilities sector.
Key Takeaways
- 1.June FOMC meeting showed a hawkish tone, but rate hikes are currently not the base case for Goldman Sachs economists.
- 2.Initiated coverage on PJM Independent Power Providers (IPPs) with a positive outlook on structural supply/demand tightness.
Table of Contents
- Featured Analysts
- Notes on the Call
- Global Market Intelligence
- Resource Corner
- In the News
- Market Themes
- Macro Publications & Features
- Micro Publications & Features
- Listening in at Goldman Sachs
- Disclosure Appendix
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Authors
Chris HusseySarah Herr
Securities
TLNCEGPJT
Themes
Monetary PolicyEnergy InfrastructureArtificial Intelligence
Regions
North AmericaUnited States