Geithner's Big Fix

(1) The Treasury Secretary has a simple plan. (2) Balancing trade imbalances. (3) The problem is simple. The solution is not. (4) Walking life’s tight rope with and without a safety net in the US and China. (5) The true source of China’s competitive advantage. (6) Different strokes for different folks in China, the UK, France, and the US. (7) The seventh surprisingly good earnings season. (8) The US carry trade carries on with or without QE-2.0. (9) Some Materials industries worth overweighting: Diversified Metals & Mining, Gold, Industrial Gases, and Specialty Chemicals. NOTICE: Our Morning Briefings are now available on FactSet.