Monday Afternoon Links

[Reuters] S&P 500, Dow kick off week higher; US inflation in focus

[Yahoo/Bloomberg] Treasuries Decline on Fedspeak; Stocks Post Gains: Market Wrap

[Reuters] U.S. consumers saying 'bad time to buy' a house hits 13-year high in July

[Reuters] Morgan Stanley warns of hit to equity valuation if US fiscal spending is cut

[WSJ] The Era of Ultracheap Stuff Is Under Threat