As U.S. natural gas production hits new highs, pipeline delays are creating serious bottlenecks. In our latest Monday Macro View, we explore why infrastructure—not supply—is now the biggest risk to growth. Meanwhile, our Market Sentiment Tracker uncovers the global economy’s strange pause: U.S. housing and industrial output flash green, but consumer sentiment falters. Europe barely inches forward as France drags down the bloc, and China walks a line between retail revival and deflation fears. In our Key Takeaway, STEP Energy shifts focus to Canada, boosting coiled tubing and dual-fuel tech, while shutting down U.S. fracturing operations after losing contracts.
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