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Keith McCullough (CEO):

Subbarao Sees 1991 Crisis Rerun Unlikely in Trade Deficit (via Bloomberg)

Soros Sees China Shadow-Banking Risk Matching Subprime (via Bloomberg)

Todd Jordan (GLL):

The Rising Middle Class Fuels Hotel Boom in China (via CNBC)

Josh Steiner (Financials):

Whitney writes a counterpunch (via NY Post)

JPMorgan Works to Avert Split of Chief and Chairman Roles (via NYT Dealbook)

Jay Van Sciver (Industrials):

Smog dents Beijing's expat appeal (via Financial Times)

Rob Campagnino (Consumer Staples):

Anheuser-Busch InBev close to agreement with U.S. over Modelo deal (via Syracuse.com)

Kevin Kaiser (Energy):

G.E. to Buy Lufkin Industries for $3.3 Billion (via NYT Dealbook)