Good morning, New York... Let's talk about Goldman's prop-trading. Tracy does Q&A, breaking down the elements of a story by Bloomberg on the bank's "secret" prop-trading, and how it relates to the Volcker Rule. Trillion Dollar Coin. A lot of people seem to be talking past each other about the idea. From what we've read thus far, they mean one of two things, as pointed out by Cardiff in his post on the topic. Head over there for more. Moving targets and a lack of self-belief at the BoJ. According to sources, the Bank of Japan is mulling setting a 2 per cent inflation target at its meeting on January 21-22, which is double the current goal for prices. David writes that it's all part of the effort by Japan's new (but also old) prime minister, Shinzo Abe, to kill the strong yen and therefore the deflation which has been blamed with some justification for plenty of Japan's woes. Fiscal cliff reverb: US taxpayers won't be able to file their taxes for 2012 until January 30th, a week after the originally scheduled date. The delay will hit some of the 18m Americans who were predicted to file in January according to estimates by H&R Block, pushing out the receipt of their refunds. The opening of the tax filing season had to be delayed as the IRS has been forced to revise some of its forms on the basis of the deal ultimately passed by legislators to avoid the fiscal cliff. The IRS is not extending the April 15th deadline for completing one's taxes. Boeing's shares fell on Tuesday after a 787 Dreamliner made by the US company suffered a fuel leak as it prepared for departure from Boston's Logan Airport for Tokyo, in the second incident involving the passenger jet in as many days. On Monday, a fire broke out inside a different 787 at the same airport. Samsung: Surging mobile handset sales drove earnings at Samsung Electronics to another record in the fourth quarter of last year, despite the competitive threat from Apple's iPhone 5. The South Korean group's operating profit hit a record for the fifth successive quarter, rising 88 per cent from a year earlier to about Won8.8tn ($8.27bn), it said in preliminary guidance published on Tuesday. Goldman Sachs will report the net asset value of its money-market funds daily instead of monthly, with three of its US commercial paper funds to start making the more frequent disclosures from Wednesday. Other funds of the bank will follow in what is seen as a move to satisfy calls for greater transparency. Goldman has $133bn in assets under management, according to research firm Crane Data LLC, making it the eighth largest money-fund firm in the US. Shell: The US interior department has launched a review of Royal Dutch Shell's Arctic oil exploration programme, potentially threatening the company's ability to secure the permits it needs to resume drilling this summer. MF Global's UK administrator may be able to double payouts to customers and make its first payments to creditors following a three-way settlement agreed by the trustees of the failed US futures broker's estate. KPMG said on Tuesday it would be able to lift payments to customers with segregated accounts to around 60 cents in the dollar, compared with its initial forecast of 26 cents, should the agreement receive US court approval and two parties withdrew legal claims against MF Global UK. Markets: Global stocks are tentatively resuming their new year rally after Alcoa set a mildly positive tone for the US fourth-quarter earnings season. The FTSE All-World equity index is up 0.2 per cent after the Asia-Pacific region added 0.4 per cent and as the FTSE Eurofirst 300 sees a gain of 0.2 per cent. Futures suggest Wall Street's S&P 500 later in the day will advance by 1 point to 1,458. FT's Global Market Overview