Congratulations! What a fantastic race this year. x.com/lukemsailing/s…

On a very quiet day 2s/10s spread has slipped below 29bps, on its way to zero by year end.

Voter fraud is theft of democracy. I am thrilled Senator Schumer is on the case. But Mr. Schumer, now that you realize voter fraud is real, can we please have a federal investigation into how widespread it might be?

Off to China tomorrow.

Discussing faster Chinese growth with APM's Marketplace this morning.

Bought a great T-shirt for Grace at #Narita. ¥86 to the $. Should be ¥95!

International Herald Tribune says China's rich and middle class are questioning Grand Bargain with Party over censorship and pollution.

WSJ says GOP bill would extend debt limit to May 19, withhold Congressional pay until a budget is passed in each house of Congress.

Mood in Shanghai upbeat. Economy doing ok, getting better. Heading to Beijing now.

01-28-2013 19:00; PM2.5; 446.0; 464; Hazardous (at 24-hour exposure at this level)

01-29-2013 11:00; PM2.5; 493.0; 495; Hazardous (at 24-hour exposure at this level)

Jake brought masks as the air quality index is back at 500 - saturated with contaminants. We are off to see accounts.

Chinese economists' consensus is 8.2% GDP in 2013. In Beijing, people are optimistic about house prices.

I will be on #BloombergTV at 6:10EST previewing the jobs report with Tom Keene, Sara Eisen and Scarlet Fu.

Ran into tom keene at Bloomberg. He is concerned about the second derivative of the IS/LM curve.

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