How the Inflation Reduction Act will spark the Great 2020s American Renewable Capex Party

A Trillion Dollars for renewable energy and decarbonization.

Nov 17, 2022

∙ Paid

If you interested in my take on the current inversion of the US yield curve and what it means for interest rates, inflation, the economy and asset prices in generally, check out this article which I published for paid subscribers earlier this week:

Fallacy Alarm

What story is the Yield Curve Inversion telling us?

Yield curve inversion as a recession indicator The 10Y-2Y yield curve is currently inverted, meaning yields for short term US treasury bonds exceed the yield for long term US treasury bonds. And it is not just simply inverted. Taking the yield spread between the 10Y and the 2Y treasury bond as a representation for this inversion, it is actually the most inverted in 40 years. Whenever this happens, there are many voices out there predicting a recession. This is a valid concern, in the modern era every time the yield curve has inverted, a recession followed shortly thereafter…

2 years ago · Fallacy Alarm

Fallacy Alarm

How the Inflation Reduction Act will spark the Great 2020s American Renewable Capex Party

A Trillion Dollars for renewable energy and decarbonization.

This post is for paid subscribers