Monday’s links

  1. Yellen tamps down inflation fears over Biden spending plan – Reuters
  2. Commodities supercycle arrives as pandemic recedes – FT
  3. Age of Excess Renders ‘Sell in May’ Redundant – John Authers in Bloomberg
  4. Greed, Bankers and Politics Star in Danish Negative-Rate Debacle – Bloomberg
  5. Fed framework holds central bank hostage – El-Erian in FT
  6. Buffett says Berkshire is seeing ‘very substantial inflation’ and raising prices – CNBC