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)