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Below are some of the most interesting articles, quotes and charts I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.

What if the recent trend of disinflation is nothing more than an illusion?

That may, in fact, be the message in the bond market…

…which raises the possibility of a de-anchoring of inflation expectations and an inflation spiral.

Renewed strength in the commodities markets would only compound the problem.

Meanwhile, equities are acting as if the inflation dragon has been slain and interest rates are headed back to zero.

Thanks for reading and have a great weekend!