(1) Fukushima Syndrome. (2) China’s central bankers and central planners have a credibility problem. (3) Trump dumps on China too. (4) Endgame scenario making a comeback. (5) From critical mess to critical mass. (6) The US is a net winner. (7) Need a magnifying glass to see Eurozone recovery. (8) China has two options. (9) Hold the MSG. (10) Earnings are fine excluding Energy. (11) Upside Q2 earnings surprises aren’t surprising. (12) Another Chinese fire drill at the FOMC?
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