MUST READS Surprise tactics sweep central banking – Reuters Yellen to get quizzed as taper-timing debate rages – MarketWatch Race to Bottom Resumes as Central Bankers Ease Anew – Businessweek The problem with the Fed’s QE – Banks just aren’t lending – CNBC Reports of the eurozone’s survival may have been exaggerated – Telegraph Fresh ink brings new type of currency war – CNN/Money State and local government austerity is over – Calculated Risk About Our “Spending Problem” (Revisited) – The Big Picture Automatic spending cuts would bite more in 2014 – AP The Biggest Difference Between QE3 And QE2 – Zero Hedge The Fed Marinates In Its Own Artfully Concocted Pickle – Testosterone Pit Three-Quarters of Americans Want to Rein In the Fed – Washington’s Blog The Subprime Final Solution – The Burning Platform A Textbook Pre-Crash Bubble – Hussman Funds
MARKETS/INVESTING Global stocks mixed amid US stimulus jitters – AP Earnings, but Without all the Bad Stuff – NY Times Asian shares, currencies fall on Fed tapering worries – Reuters Stocks: Good news fuels markets, but rally may not last – CNN/Money Dollar holds on to gains with Fed in focus – MarketWatch Ten Macro Thoughts to Start the Week – Marc to Market What to buy as the market tops – MarketWatch Gold extends fall as U.S. jobs data spurs tapering fears – Reuters Barrick says Munk will step down as chairman by 2014 AGM – Mineweb Gold Vault Opens in China as Bullion Goes From West to East – Bloomberg
ECONOMY/WORLD/HOUSING/BANKING Job Market Doldrums Continue – Econospeak Two more nails in the Keynesian coffin – Money Illusion Q3 GDP Investment: Residential rises, commercial low – Calculated Risk Euro Zone’s Fizzling Growth Seen to Back Draghi Cut Case – Bloomberg Oil Espionage: How the NSA and GCHQ Spied on OPEC – Spiegel Fresh signs of recovery spur hopes for growth in UK – Telegraph In Singapore, Calls for Poverty Line Amid Rising Inequality – WSJ Hong Kong Property Prices Choked by Tightening – Bloomberg The Unaffordable Golden State – Dr. Housing Bubble Low inflation creating a QE trap – Sober Look Summarizing monetary policy – Econbrowser What Would Yellen Do? – Mauldin Is QE Broken? – Acting Man
