A Potential Recession, High Demand for Uranium and Pitchfork Recommendations
A Potential Recession, High Demand for Uranium and Pitchfork Recommendations
By:Ed McKinley
A weekly look inside Luckbox magazine
Is the Sahm Rule Warning Us of Recession?
An inversion of the yield curve can indicate impending recession. About two years ago, this phenomenon occurred when the yield on 10-year Treasury bonds dropped below the yield of two-year Treasury bonds, where it has remained ever since.
Since 1955, every U.S. recession, except for one in 1966, has been preceded by an inversion of the yield curve. Some are now speculating the current inversion might be the second exception.
But while the yield curve suggests a potential recession, it doesn’t specify when one might begin. Historically, a recession has started about 12 months after an inversion on average, but the lag can be as long as 22 months, as seen in 2006 before the Great Recession.
This time, the yield curve has been inverted for roughly 24 months and no recession has materialized. Consequently, the Federal Reserve has refrained from cutting benchmark interest rates. It seems more concerned about the persistent threat of inflation than a contraction in the economy.
Uranium Miners Are Benefitting From AI’s Hunger for Electricity
The AI revolution has created some unlikely groups of heroes, and one of them has been uranium miners. They’ve benefited from renewed interest in nuclear power, driven by the surging electricity requirements of AI-focused data centers. The immense computational power needed for AI applications has significantly increased the demand for reliable and consistent energy sources, making nuclear power an attractive option.
However, the nuclear energy sector, including uranium producers, is also benefiting from another tailwind. The carbon emissions from nuclear plants are minimal, making this energy source an appealing supplement to renewable energy. This is especially important in the context of aggressive global carbon reduction targets. As countries strive to meet their environmental commitments, nuclear energy offers a stable, low-carbon alternative that complements renewable sources like wind and solar.
Together, these trends have put nuclear power back into the spotlight after years of relative obscurity. And the dual appeal of supporting the AI-driven energy demand surge while contributing to carbon reduction goals has undoubtedly revitalized the nuclear sector. As a result, uranium miners have seen increased interest in the capital markets, positioning them as important players in the evolving energy landscape.
Our Pitchfork Music Festival Recommendations
Pitchfork Music Festival kicks off July 19 in Chicago with three days of indie, alternative, rock, R&B, hip hop and pop acts. Each year, Pitchfork is the beginning of Chicago’s mid- to large-size music festivals.
In January, Pitchfork owner Condé Nast announced it was merging the music news and reviews site with GQ, a men’s fashion, style and culture magazine. The merger led to layoffs across its entire editorial staff.
But the music festival has seemingly stayed intact, with a lineup that holds true to previous standards. Fans will hear local Chicago artists, up-and-coming names in rock, alternative and hip-hop, and headliners with household names.
Ed McKinley is editor-in-chief of Luckbox magazine.
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