The China Syndrome

(1) Worrying about the stability of the three-legged stool again. (2) Will China tap dance or brake dance? (3) Are the Europeans ready to bail out Ireland? (4) Is the US outlook better or worse after the elections? (5) Will the lame ducks compromise on Bush tax cuts? (6) Some hot and sour Chinese data. (7) China’s QE makes Fed’s effort look like chump change. (8) Underweight Financials. NOTICE: Our Morning Briefings are now available on FactSet.