We can expect a normal flow of economic data this week featuring key reports on housing, the FOMC minutes, and the monthly inflation reports. The backdrop for this news includes four additional factors.

Two video interviews discussing the rally in long Treasuries, using dividend paying stocks as a bond substitute for income, and a few investment ideas.

The Washington Post lists a host of US companies that have relocated their official headquarters overseas to reduce tax.

September E-mini S&Ps (ESU14 +0.36%) this morning are up +0.35% and European stocks are up +0.72% as Portuguese government bonds rallied and corporate credit risk in Europe fell for the first time in 5 days...