Friday Morning Links

Mary Jo White tapped to head SEC - Washington Post
Mary Jo White’s Task at the SEC - Surowiecki, New Yorker
Fed In Uncharted Territory, Assets Hit $3 Trillion - Bloomberg
With debt debate on hold, where is US economy headed now? - CSM
Deficit Reduction Rises on Public’s Agenda - Pew Research
Soros: Interest Rates Will Spike This Year - CNBC
Eichengreen: Euro crisis could erupt again this year - AP
Credit Bubble Seen in Davos as Cohn Warns of Repricing - Bloomberg
Crisis questions linger as Geithner exits public stage - Reuters
Learning to Be A Central Banker in 10 Easy Steps - The Big Picture
Paul Krugman’s Worn-Out Ideas for Japan - Pesek, Bloomberg
It’s All in the Flows - aucontrarian

Oil rises above $96 despite growing stockpiles - AP
Gold recovers on stronger euro, central banks - Reuters
Death of Commodities Super-Cycle? Not Quite - CNBC
China’s Stocks Fall on Valuation Concerns - Bloomberg
Bull market winding down. Don’t panic - CNN/Money
Why Stocks Rallied Even While Apple Got Crushed - CNBC
The Swiss Gold Bullion Repatriation Campaign - BullionVault
Central banks underpin gold recovery - BusinessDay Live
CPM Group: Gold Could Fall to $1450, Favor Platinum & Palladium - HAI
Ulyukayev: Russia central bank to keep buying gold - Reuters

Older, but Not Yet Retired - NY Times
Housing Offers Hope of Strength in the Economy - NY Times
Tax Refund Delay Leads To Overdue Bills For Poor - HuffPost
UK GDP: Economy shrank at end of 2012 - BBC
Japan Price Slide Shows Risks From BOJ Delay in Easing - Bloomberg
Chinese Graduates Say No Thanks to Factory Jobs - NY Times
China Warns of ‘Hot Money’ Inflows on Easing From Abroad - Bloomberg
Shiller Says U.S. Housing Market May Drop Further - Bloomberg
It’s hard to shed light on housing’s ‘shadow inventory’ - O.C. Register
What Ever Happened to the Big, Bad ‘Shadow Inventory’ of Homes? - Time
Bernanke’s Hammer: When Everything Looks Like a Monetary Transaction - Jesse’s Cafe
Fed has $3 trillion on the books - NY Post

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