Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there.
Why are equities so bid? (Global Macro Monitor)
The relationship between stocks and inflation expectations seems to be breaking down. (Crossing Wall Street)
The pursuit of yield is pushing down rates in some unlikely places. (WSJ)
A sign of froth in the high yield market. (Sober Look)
Why real economic data trumps a sentiment survey any day. (Money Game)
Six policies economists agree on. (Planet Money)