Here are seven (or so) links at 7AM Eastern.  We will see you later with the daily linkfest.  Good luck out there today.

One of the days the great rotation out of bonds will occur.  In the mean time, ultra low interest rates=more corporate borrowing.  (MarketBeat also WSJ, FT)

Want high volatility? Think financials, especially European banks.  (ETF ReplayGlobal Macro Monitor)

Keep an eye on the Aussie dollar as a proxy for risk appetites.  (Market Anthropology)

The problem with market analogs.  (Stock Sage)

Google ($GOOG) was the big loser in the earnings derby yesterday.  (AllThingsD, GigaOM, SplatF)

How big an effect can Apple ($AAPL) have on the textbook market really?  (PandoDaily, ibid)

Chinese flash PMI continues to indicate contraction.  (Global Macro Monitor)

Unearned income” has not always been treated so favorably.  (NYTimes)

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