ETFDesk Daily 11/23/2009 Top News and Investment Ideas

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Today’s market-moving headlines, macro trade ideas and more…

  • “Black Friday” deals may not signal retail comeback
  • Banks’ Capital Adequacy Ratios Still Need Improvement – S&P
  • Bets rise on rich country bond defaults
  • Dave Rosenberg 11/23/2009 Utility in Utilities

 

“Black Friday” deals may not signal retail comeback

Posted: 22 Nov 2009 01:07 PM PST

CHICAGO (Reuters) – When the U.S. holiday shopping season kicks off on the day after Thanksgiving, retailers can expect to see millions of less frightened, but even more bargain-hungry customers cross their thresholds.

ETFDesk users see this as a potential opportunity to: sell Retail HOLDRSsell SPDR S&P Retail ETFsell iShares FTSE NAREIT Retail Index Fund;

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


Banks’ Capital Adequacy Ratios Still Need Improvement – S&P

Posted: 22 Nov 2009 10:59 PM PST

Most major banks across the world still don’t have enough capital to comfortably maintain their credit ratings despite recent improvements, Standard & Poor’s Corp. said in a report Monday, as it introduced a new framework to track banks’ capital adequacy and called into question the usefulness of standard market and regulatory measures.

ETFDesk users see this as a potential opportunity to: sell SPDR-Financial;

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


Bets rise on rich country bond defaults

Posted: 23 Nov 2009 12:05 AM PST

The volume of activity in sovereign credit default swaps – which measure the cost to insure against bond defaults – linked to the US, UK and Japan have doubled in the past year because of concerns about their public finances.

ETFDesk users see this as a potential opportunity to: sell iShares MSCI-Italysell iShares S&P/Citigroup 1-3 Year International Treasury Bond Fundsell iShares S&P/Citigroup International Treasury Fund;

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

Dave Rosenberg 11/23/2009 Utility in Utilities

Posted: 23 Nov 2009 12:46 AM PST

In a deflationary environment, price protection from regulators is always key as is yield to investors. At 4.5%, not only is the dividend yield in the utilities sector the second highest among all S&P 500 groups (only telecom is higher at 5.7%) but is more than double the yield of the S&P 500; at least as high as what you can garner from the debt of most utility companies; and is more than the yield you can get from the long bond (and more than twice the yield of the 5-year Treasury note).

ETFDesk users see this as a potential opportunity to: buy SPDR-Utilitiesbuy iShares S&P Global Infrastructure Index Fund;

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

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