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  • ETFDesk Daily – Top News and Investment Ideas 11/2/2009 0 comments
    Nov 2, 2009 12:16 PM | about stocks: SMH, FAX, FXA, UUP, FXY, SPY, IVV, SDS, SH
    • Global Q3 chip sales rise – SMH
    • Aussie and Kiwi dollars up on growth outlook – FAX, FXA
    • Mother of all carry trades faces an inevitable bust - UUP
    • Currency crisis on the way, says Rogers – FXY
    • The S&P is heading for 800 – SPY, IVV, SDS, SH
    Global semiconductor sales rose 19.7 percent sequentially during the third quarter and beat estimates, the Semiconductor Industry Association (SIA) said and forecast an upbeat full-year sales.
     
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    On Monday, the Australian government upgraded its economic outlook, forecasting 1.5 per cent annualized growth by the end of June 2010. ”Another 25bp increase is already priced in to the Aussie,” said Stuart Bennett at Calyon. ”But as long as the rhetoric from the Bank remains hawkish, still signaling more hikes to come as it takes back the ’emergency’ cuts over the past year, the currency should remain well supported.”
     
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    Since March there has been a massive rally in all sorts of risky assets – equities, oil, energy and commodity prices – a narrowing of high-yield and high-grade credit spreads, and an even bigger rally in emerging market asset classes (their stocks, bonds and currencies). At the same time, the dollar has weakened sharply , while government bond yields have gently increased but stayed low and stable.
     
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    Regarding Japan, Mr Rogers told the seminar that he was holding some yen and expected the Japanese currency to appreciate in part because it is a creditor nation, because of the diminishing use of it as a carry-trade currency given the other options available, and because of government incentives for repatriation.
     
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    That’s the message from Bob Janjuah, RBS’s Chief Markets Strategist in his latest missive titled: “Happy Christmas, Cold Turkey Time”
     
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    sell iShares S&P 500;

    Disclosure: No positions
    Themes: ETFs, CEFs, Dollar, currency, GDP, stocks, bonds, S P500, macro Stocks: SMH, FAX, FXA, UUP, FXY, SPY, IVV, SDS, SH
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