Daily “Ways-to-Play” The News Before the Moves 1/13/2010

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Rate rise fears spark rush to issue bonds

Businesses and governments have rushed to raise tens of billions of dollars from bond markets in a frenetic round of new year fundraising amid fears that interest rates are set to jump.

sell iShares GS $ InvesTop Corporate Bond Fund (LQD);

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

David Rosenberg: “Uh-Oh” It’s A Double Dip In Housing

Home prices: There remains a glut of at least two years supply on the market when the ‘shadow’ foreclosed housing inventory data are included in the calculation and home prices on average have 10-15% downside before fully mean reverting with respect to residential rents and wage income.

buy UltraShort Real Estate ProShares (SRS)

sell iShares DJ US Real Estate (IYR);

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

And You Thought The Rally in Equities Was Impressive

Even though the S&P 500 has rallied more than 60% off its March 2009 lows, the index is still well below the 1,251.70 level it closed at on the Friday before Lehman’s bankruptcy filing. While the rally has been quite impressive, it pales in comparison to the gains we’ve seen in the corporate bond market. As of last week, the spread between Baa rated corporate bonds and 30-year US Treasuries had narrowed to its lowest levels since July 2007! Yes, you read that right – July 2007.

sell iShares iBoxx $ High Yield Corporate Bond Fund (HYG)

sell SPDR Lehman High Yield Bond ETF (JNK);

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

WisdomTree Launches Currency-Hedged ETF

As investors worry about the prospects of a strengthening dollar in 2010, currency hedging has entered the realm of international exchange-traded funds.

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

Obama Weighs Fee to Recoup Bank Bailout and Cut Deficit

President Obama is likely to propose a fee on financial institutions to help reduce the federal deficit when he releases his budget plans in February, although the details remain unresolved, according to administration officials.
sell SPDR-Financial (XLF);

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

The New Year’s Guide of 10 Key Charts To See Before You Buy A Home

10 Key Charts To See Before You Buy A Home

sell SPDR S&P Homebuilders ETF (XHB)

sell iShares Dow Jones U.S. Home Construction Index Fund (ITB)

sell iShares DJ US Real Estate (IYR);

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

$123,000,000,000,000* China’s estimated economy by the year 2040. Be warned.

In 2040, the Chinese economy will reach $123 trillion, or nearly three times the economic output of the entire globe in 2000. China’s per capita income will hit $85,000, more than double the forecast for the European Union, and also much higher than that of India and Japan. In other words, the average Chinese megacity dweller will be living twice as well as the average Frenchman when China goes from a poor country in 2000 to a superrich country in 2040.

sell PowerShares Golden Dragon Halter USX China Portfolio (PGJ)

sell iShares FTSE/Xinhua China 25 (FXI)

sell SPDR S&P China ETF (GXC);

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

Reports highlight weakness in German economy

German machinery and factory equipment orders continued to drop while overall bankruptcies are rising, two reports showed Tuesday, in signs that Europe’s largest economy is still struggling.

sell iShares MSCI-Germany (EWG)

sell Rydex Euro Currency Trust (FXE);

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

Greece condemned for falsifying data

In a damning report published as the eurozone grapples with its worst financial crisis since the euro’s launch in 1999, the Commission said figures from Greece’s were so unreliable that its budget deficit and public debt might be even higher than government had claimed last October.

sell Rydex Euro Currency Trust (FXE)

buy ProShares UltraShort Euro (EUO);

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

NYTimes Thomas Friedman : Is China the Next Enron?

Reading The Herald Tribune over breakfast in Hong Kong harbor last week, my eye went to the front-page story about how James Chanos — reportedly one of America’s most successful short-sellers, the man who bet that Enron was a fraud and made a fortune when that proved true and its stock collapsed

buy PowerShares Golden Dragon Halter USX China Portfolio (PGJ)

buy iShares FTSE/Xinhua China 25 (FXI)

buy SPDR S&P China ETF (GXC);

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

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