Here are seven (or so) links at 7AM Eastern.  We will see you later with the daily linkfest.  Good luck out there.

Earnings

Analyst expectations for Euro earnings in 2013 are still way too high.  (FT)

A look at the bifurcated outlook for capital spending.  (WSJ)

China

The Shanghai Composite is not keeping up with the rest of the world.  (Global Macro Monitor)

More signs that the Chinese economy is not in great shape.  (FT Alphaville, Also Sprach Analyst)

Week in review/preview

What if something goes right with the economy: are you positioned correctly?  (A Dash of Insight)

Where markets stand at week-end.  (Global Macro Monitor, ibid)

A look back at the economic week that was.  (Bonddad Blog, Calculated Risk)

The economic schedule for the coming week.  (Calculated Risk)

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