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ETFDesk Daily 12/11/2009 Top News and Investment Ideas

|Includes:PowerShares Build America Bond Portfolio ETF (BAB), EPI, EVV, EWQ, EWU, FXI, GULF, GXC, IGF, INP, KRE, MES, PPA, SDS, SLX, SPY, TKF, TUR, USO, VXX, VXZ
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Today's market-moving headlines, macro trade ideas and more...

  • The Invesco PowerShares Monthly ETF Report
  • VIX May Double in ’10 as Stock Gain Slows
  • France Said to Consider Following U.K. Bank Bonus Tax
  • British public finances: Tax and mend
  • Schofield UK AAA
  • Pimco Buys Abu Dhabi, Qatar Bonds After Dubai Shock
  • EVV & EVG Authorized To Participate in TALF Program
  • Military use of consumer technology: War games
  • Small business, big problem
  • China Imposes Duties on U.S., Russian Steel Imports
  • The peak-oil debate: 2020 vision
  • China’s economic recovery gathers pace
  • Oil futures edge higher as IEA raises 2010 demand forecast
  • Barclays Suspends Further Sales and Issuance of iPath MSCI India Index ETN
  • Carlyle turns its sights on Turkey
  • Rosenberg: Market Volatility Will Double And Stocks Will Collapse


The Invesco PowerShares Monthly ETF Report

Posted: 10 Dec 2009 12:54 AM PST

U.S. ETF Industry Highlights Financial Market Recap Market Performance: Month of November Strategy Focus: Build America Bonds: The Dawn of a New Fixed-Income Asset Class ETF in Focus: PowerShares Build America Bond Portfolio (NYSEARCA:BAB) PowerShares ETF Highlights

ETFDesk users see this as a potential opportunity to:
 buy PowerShares Build America Bond Portfolio (BAB); 

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

VIX May Double in ’10 as Stock Gain Slows

Posted: 10 Dec 2009 01:03 AM PST

The benchmark index for U.S. stock options may almost double in 2010 on investors’ concern that the Standard & Poor’s 500 Index’s rally outpaced prospects for economic and earnings growth

ETFDesk users see this as a potential opportunity to:
 buy iPath S&P 500 VIX Short-Term Futures ETN (NYSEARCA:VXX); 

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

France Said to Consider Following U.K. Bank Bonus Tax

Posted: 10 Dec 2009 01:45 AM PST

French banks would pay the charge, though the rate hasn’t been set, said the officials, who declined to be identified because they’re not authorized to speak to the press. Chancellor of the Exchequer Alistair Darling said yesterday all banks in the U.K. awarding discretionary bonuses of more than 25,000 pounds ($40,000) must pay a one-time levy of 50 percent. France is unlikely to impose a lower rate, an aide to Sarkozy said. 

ETFDesk users see this as a potential opportunity to:
 sell iShares MSCI-France (NYSEARCA:EWQ); 

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

Click to enlarge

 

British public finances: Tax and mend

Posted: 10 Dec 2009 01:50 AM PST

Taxes rise in Britain, as the government struggles to get public finances in order

ETFDesk users see this as a potential opportunity to:
 sell iShares MSCI-U.K. (NYSEARCA:EWU); 

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

Schofield UK AAA

Posted: 10 Dec 2009 03:16 AM PST

Worse than assumed.. 

ETFDesk users see this as a potential opportunity to:
 sell iShares MSCI-U.K. (EWU); 

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

Pimco Buys Abu Dhabi, Qatar Bonds After Dubai Shock

Posted: 10 Dec 2009 04:07 AM PST

Pacific Investment Management Co., which runs the world’s biggest bond fund, is buying the debt of Abu Dhabi, Qatar and Ras Laffan Liquefied Natural Gas Co

ETFDesk users see this as a potential opportunity to:
 buy WisdomTree Middle East Dividend ETF (NASDAQ:GULF); buyMarket Vectors-Gulf States (NYSEARCA:MES); 

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

Click to enlarge

 

EVV & EVG Authorized To Participate in TALF Program

Posted: 10 Dec 2009 04:59 AM PST

The Trustees of Eaton Vance Limited Duration Income Fund (NYSE Amex: EVV) and Eaton Vance Short Duration Diversified Income Fund (NYSE: EVG), each a closed-end investment company (collectively, the "Funds" and each a "Fund"), authorized the Funds' participation in the Term Asset-Backed Loan Facility ("TALF") program beginning December 14, 2009.

ETFDesk users see this as a potential opportunity to:
 buy Eaton Vance Short Duration Diversified Income Fund (EVG); buy Eaton Vance Limited Duration Income Fund (NYSEMKT:EVV); 

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

Military use of consumer technology: War games

Posted: 10 Dec 2009 07:22 AM PST

Consumer products and video-gaming technology are boosting the performance and reducing the price of military equipment

ETFDesk users see this as a potential opportunity to:
 buy PowerShares Aerospace & Defense Portfolio (NYSEARCA:PPA); 

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

 

Small business, big problem

Posted: 10 Dec 2009 07:25 AM PST

Smaller firms have far fewer choices. Too puny to be able to tap capital markets, they are at the mercy of the banks. America’s large firms get 30% of their financing from the banks; its smaller enterprises rely on them for 90% of their financing needs. In Europe small companies are in a similar bind. Bank lending to businesses in the euro zone fell by 1.2% year-on-year in October. True, lower lending volumes reflect weakening demand for bank credit as well as constrained supply. 

ETFDesk users see this as a potential opportunity to:
 sell KBW Regional Banking ETF (NYSEARCA:KRE); 

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

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China Imposes Duties on U.S., Russian Steel Imports

Posted: 10 Dec 2009 08:12 AM PST

China, the world’s largest steel consumer, will impose provisional duties on some U.S. and Russian imports following anti-dumping and subsidy investigations, escalating a trade spat started in September. 

ETFDesk users see this as a potential opportunity to:
 sell Market Vectors Steel Index Fund (NYSEARCA:SLX); 

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

 

The peak-oil debate: 2020 vision

Posted: 10 Dec 2009 08:16 AM PST

Despite repeated downward revisions in recent years in its forecasts of global oil supply in 2030, the IEA has not until now committed itself to a firm prediction for when oil supplies might cease to grow. Its latest energy outlook, released last month, says only that conventional oil (as opposed to hard-to-extract sources like Canada’s tar sands) is “projected to reach a plateau sometime before” 2030.

ETFDesk users see this as a potential opportunity to:
 buy PowerShares WilderHill Clean Energy Portfolio (NYSEARCA:PBW);buy United States Oil Fund LP (NYSEARCA:USO); 

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

 

China’s economic recovery gathers pace

Posted: 10 Dec 2009 03:40 PM PST

The rebound in the Chinese economy accelerated again in November with industrial production rising by a larger-than-expected 19.1 per cent compared to the year before.

ETFDesk users see this as a potential opportunity to:
 buy iShares FTSE/Xinhua China 25 (NYSEARCA:FXI); buy SPDR S&P China ETF (NYSEARCA:GXC); 

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

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Oil futures edge higher as IEA raises 2010 demand forecast

Posted: 10 Dec 2009 10:20 PM PST

The International Energy Agency has revised up by 130,000 barrels a day its forecast for 2010 global oil demand, which is now expected to average 86.3 million barrels a day. That represents an increase of 1.7%, or 1.5 million barrels a day, compared to 2009.

ETFDesk users see this as a potential opportunity to:
 buy United States Oil Fund LP (USO); buy iShares S&P Global Infrastructure Index Fund (NYSEARCA:IGF); 

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

Barclays Suspends Further Sales and Issuance of iPath MSCI India Index ETN

Posted: 11 Dec 2009 12:07 AM PST

AS DISCLOSED IN THE PRICING SUPPLEMENT RELATING TO THE NOTES UNDER THE HEADING RIISK FACTORS THE MARKET VALUE OF THE SECURITIES MAY BE INFLUENCED BY MANY UNPREDICTABLE FACTORS, THE MARKET VALUE OF THE NOTES MAY BE INFLUENCED BY, AMONG OTHER THINGS, THE LEVELS OF SUPPLY AND DEMAND FOR THE NOTES. IT IS POSSIBLE THAT THE SUSPENSION, AS DESCRIBED ABOVE, MAY INFLUENCE THE MARKET VALUE OF THE NOTES.

ETFDesk users see this as a potential opportunity to:
 sell iPath MSCI India Index ETN (NYSEARCA:INP); buy WisdomTree India Earnings Fund               (NYSEARCA:EPI); 

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

Carlyle turns its sights on Turkey

Posted: 11 Dec 2009 12:11 AM PST

Private equity is in its infancy in Turkey, but several groups have expressed a strong interest in its fast-developing infrastructure and growing market for consumer goods. Private equity buyers have closed deals this autumn to take stakes in Tuvturk, the vehicle inspection group, and in the ground handling company Havas. 

ETFDesk users see this as a potential opportunity to:
 buy iShares MSCI Turkey  Investable Market Index Fund (NYSEARCA:TUR); buy Turkish Investment Fund (NYSE:TKF); 

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

Click to enlarge

 

Rosenberg: Market Volatility Will Double And Stocks Will Collapse

Posted: 11 Dec 2009 12:13 AM PST

Having been on the wrong side of the market in 2009, Gluskin Sheff's David Rosenberg is doubling down his bearish bet. It's the smartest course of action for him at this point -- so expect market volatility to double in 2010:

ETFDesk users see this as a potential opportunity to:
 buy UltraShort S&P 500 ProShares (NYSEARCA:SDS); sell S&P 500 SPDR (NYSEARCA:SPY); buy iPath S&P 500 VIX Mid-Term Futures ETN (NYSEARCA:VXZ); buy iPath S&P 500 VIX Short-Term Futures ETN (VXX); 

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

 

Stocks: BAB, VXX, EWQ, EWU, GULF, MES, EVV, PPA, KRE, SLX, USO, FXI, GXC, IGF, INP, EPI, TUR, TKF, SPY, SDS, VXZ