ETFDesk Daily 11/11/2009

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  • US GAS: Futures Move Lower Amid Ample Supplies, Mild Weather
  • Russia warns against ‘one-way’ rouble bet
  • Airlines, hotels face bleak holidays
  • The feedback loop of commercial real estate, regional banks and unemployment
  • Goldman: Why You Should Go Gaga For Emerging Markets
  • More on that overheating Chinese property market
  • Breakfast with Dave 11.10.2009 : MARKET MUSINGS & DATA DECIPHERING
  • Pay for delay: Wage subsidies and fatter jobless benefits have softened the impact of the recession but may yet hurt recovery
  • Societe Generale’s Albert Edwards Calls New Stocks Bear Market Low in 2010
  • Central Banks Join a New Gold Rush
  • Zell: Predictions of commercial crash ‘greatly exaggerated’
  • GS on REITs
  • Chanos says dump munis as distress mounts and ratings attacked
  • Babcock eyes rapid growth
  • Rating warning hits pound
  • Rosenberg: Unemployment Headed for 12-13%

 

US GAS: Futures Move Lower Amid Ample Supplies, Mild Weather

Posted: 10 Nov 2009 01:08 AM PST

Forecasts for warmer-than-normal temperatures were…helping offset the production curtailments resulting from Tropical Storm Ida. The IEA also said Tuesday that the world was facing a gas glut following a boom in North American gas production and an economic downturn that undermined demand for the fuel.

ETFDesk users see this as a potential opportunity to: sell United States Natural Gas Fund, LP;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Russia warns against ‘one-way’ rouble bet

Posted: 10 Nov 2009 01:11 AM PST

Russia’s central bank warned investors on Tuesday that rouble appreciation was not a one-way bet as it sought to stem an advance in the currency sparked by rising oil prices and a falling dollar.

ETFDesk users see this as a potential opportunity to: sell Market Vectors Russia ETF Trust;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Airlines, hotels face bleak holidays

Posted: 10 Nov 2009 01:21 AM PST

Many travelers plan to take car trips, stay with friends and family and spend less — bad news for the struggling industries.

ETFDesk users see this as a potential opportunity to: sell First Trust Consumer Discretionary AlphaDEX Fundsell Claymore/NYSE Arca Airline ETF;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

The feedback loop of commercial real estate, regional banks and unemployment

Posted: 10 Nov 2009 02:34 AM PST

It is no secret that the Fed is quite, quite concerned about the ongoing shakeout in the US commercial real estate market in the US, but just in case anyone missed the memos, Dennis Lockhart of the Atlanta Fed has devoted a whole speech to the subject.

ETFDesk users see this as a potential opportunity to: sell KBW Bank ETF; sell KBW Regional Banking ETF; sell iShares FTSE NAREIT Industrial/Office Index Fund;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Goldman: Why You Should Go Gaga For Emerging Markets

Posted: 10 Nov 2009 02:48 AM PST

The term “BRIC” is a marketing creation of Goldman Sachs (GS), but even if it’s gimmicky, it tells you how big of an emerging markets booster the bank has been over the years

ETFDesk users see this as a potential opportunity to: buy iShares MSCI-Emerging Markets; buy SPDR S&P BRIC 40 ETF; buyiShares MSCI BRIC Index Fund; buy PowerShares MENA Frontier Countries Portfolio;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

More on that overheating Chinese property market

Posted: 10 Nov 2009 03:24 AM PST

Chinese real estate figures out on Tuesday show investment in the sector was up 18.9 per cent in October, while property sales soared 48.4 per cent year-to-date.

ETFDesk users see this as a potential opportunity to: sell Claymore/AlphaShares China Real Estate ETF;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Breakfast with Dave 11.10.2009 : MARKET MUSINGS & DATA DECIPHERING

Posted: 10 Nov 2009 04:25 AM PST

SOMETHING BIG IS ABOUT TO HAPPEN

ETFDesk users see this as a potential opportunity to: buy PowerShares DB US Dollar Index Bullish Fund; buy UltraShort S&P 500 ProShares; sell S&P 500 SPDR; sell iShares S&P 500;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Pay for delay: Wage subsidies and fatter jobless benefits have softened the impact of the recession but may yet hurt recovery

Posted: 10 Nov 2009 07:49 AM PST

AMERICA may lead the rich world in periods of prosperity, but Europe has shown a greater talent for dealing with recession. Unemployment in the euro area has risen by 30% from its pre-crisis levels. America’s jobless rate has more than doubled. In Germany, the largest country in the euro zone, output fell far harder than America’s during the worst months of the crisis but Germany’s unemployment rate barely rose. Consumer spending has held up surprisingly well in a country where hi

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Societe Generale’s Albert Edwards Calls New Stocks Bear Market Low in 2010

Posted: 10 Nov 2009 09:12 AM PST

Edwards, a prominent equities bear and a long-term critic of the policies of Western central banks, is skeptical of popular opinion that extreme policy responses will safeguard the West against a repeat of Japan’s ‘lost decade’ of the 1990’s.

ETFDesk users see this as a potential opportunity to: sell DJIA DIAMONDS; buy UltraShort S&P 500 ProShares; sell S&P 500 SPDR;buy UBS E Tracs CMCI Food Tr; buy ELEMENTS MLCX Grains Index Total Return; buy iPath Dow Jones-AIG Grains Total Return Sub-Index ETN;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Central Banks Join a New Gold Rush

Posted: 10 Nov 2009 11:45 AM PST

The world’s central banks are likely to be net buyers of gold in 2009 after spending two decades as net sellers, sparking a race among analysts to figure out which countries may further step-up buying.

ETFDesk users see this as a potential opportunity to: buy iShares COMEX Gold Trust; buy streetTRACKS Gold Trust;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Zell: Predictions of commercial crash ‘greatly exaggerated’

Posted: 10 Nov 2009 11:05 PM PST

Expectations of an impending crash in commercial real estate that would create bargain-hunting opportunities are “greatly exaggerated,” Sam Zell told several hundred investors Tuesday in Chicago.

ETFDesk users see this as a potential opportunity to: buy iShares DJ US Real Estate;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

GS on REITs

Posted: 10 Nov 2009 11:08 PM PST

Since the start of 3Q earnings, shorter lease term sectors have delivered relative outperformance versus the long lease term segments, marking a clear divergence in performance from the year-to-date trend. The gap was meaningfully apparent as Industrial and Apartments delivered amongst the strongest price performance over the last few weeks. Before we declare a shift in sector strategy, we point out that the data reflects our recent view that a more “balanced approach” to sector

ETFDesk users see this as a potential opportunity to: buy iShares DJ US Real Estate;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Chanos says dump munis as distress mounts and ratings attacked

Posted: 10 Nov 2009 11:09 PM PST

James Chanos, the famed short seller who was among the first to foresee the collapse of Enron, recently sounded the alarm on the municipal-bond market — in the hallowed halls of the New York Historical Society, no less. The “cracking of state and local municipalities is coming,” he predicted at a recent meeting attended by Barron’s staffer Susan Witty, adding that he wouldn’t touch munis.

ETFDesk users see this as a potential opportunity to: sell iShares S&P National Municipal Bond Fund; sell Nuveen Municipal Value Fund;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Babcock eyes rapid growth

Posted: 10 Nov 2009 11:19 PM PST

Babcock, the engineering support services company, expects pressures on defence budgets round the world to accelerate its international expansion as governments look towards outsourcing to reduce costs.

ETFDesk users see this as a potential opportunity to: buy PowerShares Dynamic Building & Construction Portfolio;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Rating warning hits pound

Posted: 10 Nov 2009 11:47 PM PST

Sterling dropped more than a cent against the dollar after Fitch said that of all the AAA sovereign debt issuers – the US, Germany, UK and France – the UK was in most danger of losing the top rating because Britain needed “the largest budget adjustment”.

ETFDesk users see this as a potential opportunity to: sell Rydex British Pound Sterling Trust;

Check out how others are using ETFs to capitalize on this news or add your own opinion

Rosenberg: Unemployment Headed for 12-13%

Posted: 11 Nov 2009 12:32 AM PST

There are serious structural issues undermining the U.S. labour market as companies continue to adjust their order books, production schedules and staffing requirements to a semi-permanently impaired credit backdrop. The bottom line is that the level of credit per unit of GDP is going to be much, much lower in the future than has been the case in the last two decades.

ETFDesk users see this as a potential opportunity to: buy SPDR-Consumer Staplessell SPDR S&P Retail ETFsell S&P 500 SPDR;buy streetTRACKS Gold Trust;

Check out how others are using ETFs to capitalize on this news or add your own opinion

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