(1) Choppy market. (2) Yellen is remarkable. (3) Beware of what you wish for. (4) Food and rent lead inflation higher. (5) The oddity of paying rent on your owned home. (6) Fed’s inflation mandate is questionable. (7) Microeconomic models explain low inflation better than macro ones. (8) Easy money can be deflationary. (9) Mario Draghi is still talking about doing whatever it takes. (10) Focus on market-weight-rated S&P 500 Consumer Staples.
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