Frontrunning With ZeroHedge:Dec 22,2010

  • IMF announces it has concluded its gold sales (IMF)
  • Euro helped by report China will buy Portugal's debt (Reuters)
  • Huge South Korea Drill Likely to Infuriate North (Reuters)
  • And wristslaps for all: Deutsche Bank to Pay $554 Million in Tax Shelter Case (Bloomberg)
  • Another proposal to use a firehose to kill those pesky CDS speculators: Derivative Blitz Needed to Tame Anarchic Bonds (Bloomberg)
  • China Inflation Risk Leads to Asia's Worst Bond Returns (Bloomberg)
  • Does a Low VIX Signal Danger? (Barrons)
  • Anglo Irish Bank Wins Restructuring Support (FT)
  • Banks Best Basel as Regulators Dilute Capital Rules (Bloomberg)
  • The eurozone needs more than discipline from Germany (FT)
  • When fat cats talk . . . Team O listens -- at last (Gasparino)
  • Chrysler Financial Value Jumped 33% After Treasury's Exit (Bloomberg)
  • China's Risk-Weighting Rule May Cut Banks' Capital, Profits, Barclays Says (Bloomberg)

Economic Highlights

  • Germany Import Price Index for November 1.2% m/m 10.0% y/y higher than expectedConsensus 0.5% m/m 9.3% y/y Previous -0.2% m/m 9.2% y/y.
  • Italy Consumer Confidence Ind. sa for December 109.10 higher than expected Consensus 108.3 Previous 108.5.
  • Sweden PPI for November 0.8% m/m 2.20% y/y higher than expected Consensus 0.3% m/m 1.7% y/y Previous -0.7% m/m 2.3% y/y.
  • Norway Unemployment rate(AKU) for October 3.6% higher than expected Consensus 3.5% Previous 3.5%.
  • UK Total Business Investment for Q3 3.1% q/q 8.9% y/y higher than expectedConsensus -0.2% q/q 4.6% y/y Previous -0.2% q/q 4.6% y/y.
  • UK GDP for Q3 0.7% q/q 2.7% y/y lower than expected Consensus 0.8% q/q 2.8% q/q Previous 0.8% q/q 2.8% q/q.
  • UK Current Account (BP) for Q3 -9.6B lower than expected Consensus -8.5B Previous -7.4B.
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