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


Stocks are betting on inflation.  (Uneasy Money via Economist’s View)

What variables actually predict the stock market? In short, not that much.  (MacroFugue)


The long-term fiscal dilemma facing Japan.  (Econbrowser)

Japan’s economy is slowing along with the rest of the world.  (Bloomberg, FT)

 Week in review/preview

Expect the political chatter to dominate market talk for the week.  (A Dash of Insight)

Where markets stand at week-end.  (Global Macro Monitor, ibid)

A look back at the economic week that was.  (Bonddad Blog, Calculated Risk)

The economic schedule for the coming week.  (Calculated Risk)

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