Is Inflation Inflating?

(1) Expected inflation in 10-year Treasuries rebounds. (2) Monetary normalization: Pause or play? (3) Next “dot plot” likely to show one less rate hike this year. (4) Inflation remains subdued in wages, and confused in consumer prices. (5) Should the Fed cheer for rent-led inflation? (6) Eurozone inflation remains near zero despite ECB’s liquidity pumping. (7) Negative interest rates have negative consequences for bank lending. (8) Bad services NM-PMI in US looks like bad data. (9) Despite manufacturing slump in US, orders for factory equipment remain strong. (10) What’s up with gold?