Is the Bull Run Over for Utility Stocks?

The video discusses the current state of the utilities market, highlighting that utilities are trading at a higher price-earnings ratio than usual, which is rare. It explores the potential impact of interest rate hikes by the Federal Reserve on treasury yields and utilities. The video also examines how recent positive economic data, like GDP and employment figures, influence market expectations for rate hikes. It further discusses the appeal of dividend stocks and the potential for a preemptive sell-off. Lastly, it considers global economic factors, such as European quantitative easing, that could affect US markets and drive investors towards the relative safety of utilities.

What could potentially reverse the bearish sentiment towards utility stocks before the year ends?

What role does European economic policy play in the US utility market?