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