(1) Beijing tells Washington to shape up. (2) The 14th Amendment says default is not a constitutional option. (3) Plenty of tax revenues for everything but defense and parks. (4) An angst-free earnings season ahead? (5) Revenue expectations are rising. (6) Stay Home or Go Global? (7) Going abroad to get away from Washington. (8) More good happenings in Europe. (9) ECB official likes banks. (10) Abe’s missing arrow. (11) Labor unrest and stalled commodity prices weighing on EMs. (12) Focus on overweight-rated S&P 500 Transportation.
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