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

|Includes:EWI, IGF, IGOV, ISHG, RTH, iShares Retail Real Estate Capped ETF (RTL), XLF, XLU, XRT

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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

Stocks: RTL, RTH, XRT, XLF, IGOV, ISHG, EWI, IGF, XLU