Monday's robust session boosted exchange-traded funds across the board as solid economic data and more strong earnings news pushed broad indexes up in a summer rally. The Dow Jones Industrial Average closed up 115 points at 9287. The Nasdaq rose 30 to close at 2009. The S&P 500 gained 15 points to close at 1003, breaching a level it had not reached since last November.

The Institute of Supply Management released a stronger-than-expected July reading of its manufacturing index Monday. The ISM index, which is based on a survey of purchasing managers, is considered a strong indicator of future gross domestic product movements. Analysts expected the index to rise in July, and it did, showing a better-than-forecast reading of 48.9, but results below 50 mean the economy is still contracting. Ford Motor reported its first monthly sales increase since 2007 as the "cash for clunkers" program spurred car purchases.

For a detailed rundown on Monday s trading session see our market story.

Winners

Energy prices perked up Monday, and the rise in natural gas prices boosted shares of the United States Natural Gas fund 9.1%. The emerging market-led commodities bounce pushed up shares of the SPDR S&P Metals & Mining fund by 5.8%.

Losers

The S&P 500 VIX Short-Term Futures Index fund took a hit as the markets moved solidly upward. Shares dropped 1.8% Monday. The iShares Barclays 20+ Year Treasury Bond fund dropped 1.5% as investors headed away from debt into stocks.

Monday s Industry Headlines

Data Point
State Street Global Advisors reported that SPDR Gold Shares led all exchange-traded products in the first quarter in terms of net cash flows by a margin of more than $9 billion. It also said in its midyear review that resurgent demand for emerging market products and a renewed concern surrounding inflation. If recent flows serve as an indication of market expectations going forward, the emerging market economies will be well positioned coming out of the global recession and U.S. fiscal policy will undoubtedly lead to inflation down the road

Tuesday s Notebook

Earnings and Conference Calls
Acorda Therapeutics, Allegheny Energy, Allied Healthcare, Allied Motion Technologies, American Capital, American Equity Investment Life Holding, American Medical Systems, American Pacific Corporation, American Physicians Service Group, Archer Daniels Midland, Avis Budget Group, BNP Paribas, Boston Beer, Cephalon, Charles River Laboratories International, Church & Dwight, Cincinnati Bell, Clarient, Cognizant Technology Solutions, Coherent, Coinstar, Conseco, Cray, Ctrip.com International, CVS Caremark, D.R. Horton, Denny's, Diebold, Dollar Thrifty Automotive Group, Duke Energy, Electronic Arts, Emerson Electric, Entergy, First Industrial Realty Trust, Gartner, Gaylord Entertainment, Genomic Health, Global Cash Access, GMAC, Health Net, Hewitt Associates, Immucell, Jack in the Box, Jones Lang LaSalle, Kraft Foods, Louisiana-Pacific, Martin Marietta Materials, Marvel Entertainment, New York Mortgage Trust, Och-Ziff Capital Management Group, Ocwen Financial, Odyssey Healthcare, Papa Johns International, Perot Systems, Playboy Enterprises, RCN, Senomyx, Simon Property Group, Sotheby's, Southwest Gas, Spectra Energy, Stanley, Tenet Healthcare, The St. Joe Company, Toyota Motor, Unum Group, ValueClick, Vornado Realty Trust, Westlake Chemical, Whole Foods Market, ZipRealty

Economic Data
ICSC-Goldman Store Sales 7:45 a.m.
Personal Income and Outlays 8:30 a.m.
Redbook 8:55 a.m.
Pending Home Sales Index 10:00 a.m.
4-Week Bill Auction 1:00 p.m.