Monday’s links

  1. What Investors Can Learn From the History of Inflation – WSJ
  2. Gold Gains as Biggest Weekly Loss in 15 Months Lures Investors – Bloomberg Markets
  3. Bank Stocks Got Beaten Up by the Fed. How the Fed Can Help Them Bounce Back. – Barron’s
  4. Emerging markets are right to worry about capital flows – FT
  5. Net flows into inflation-linked ETPs surge to a record $4.4bn in May – FT
  6. There was no hawkish surprise – FT Unhedged
  7. The elasticity of five basis points – Fed Guy