Alpha, Beta, and Delta

Check out the accompanying pdf and chart collection. (1) Dovish comments from a Fed hawk. (2) FDA gives seal of approval to Pfizer vaccine. (3) Dr. G says Delta has peaked. (4) Mandating vaccinations. (5) From risk-on/risk-off to Delta-on/Delta-off. (6) A Productivity Portfolio for all seasons. (7) Is inflation coming or going? (8) The base effect should start wearing off soon. (9) Persistent shortage of new autos could continue to boost their prices. (10) Soaring home prices putting upward pressure on rent inflation. (11) How much longer will healthcare inflation remain subdued? (12) Inflationary pressures persist in price surveys.