Exchange-traded funds rose broadly Monday as traders cheered the rescue of small-business lender CIT Group (CIT) and the June reading of leading economic indicators, which were better than expected and helped bolster the view that the worst of the recession is over. ETFs also enjoyed a spark from Goldman Sachs (GS), which raised its annual forecast for the S&P 500 to 1060 from 940.

Monday's earnings reports were largely positive, too, as Halliburton (HAL) and Hasbro (HAS) each surpassed Wall Street's second-quarter earnings estimates. The Dow Jones Industrial Average rose 104 to 8848, while the broader S&P 500 added 11 to 951. The Nasdaq Composite Index closed up 23 at 1909. For a detailed rundown on Monday's trading session see our market story.

Winners

The Conference Board's report that the U.S. index of leading economic indicators rose for a third-consecutive month and exceeded expectations boosted the view that a second-half recovery is already in the works, lifting ETFs that track early-cycle and energy stocks. SPDR S&P Metals & Mining (XME) added 3.5%, while Energy Select Sector SPDR (XLE) rose 1.7%.

Losers

Increased optimism in a second-half recovery left mostly-leveraged ETFs as the only losers on Monday, but some defensive sectors such as health care and consumer staples did miss out on the broader rally. PowerShares Dynamic Healthcare Services (PTJ) dipped 0.6%, while Consumer Staples Select Sector SPDR (XLP) closed essentially flat.

Tuesday's Notebook

Earnings and Conference Calls
Advanced Micro Devices, AK Steel Holding, America Movil, Amylin Pharmaceuticals, Apple, Arbitron, Atheros Communications, Autoliv, Bank of Florida, Berkshire Hills Bancorp, BJ Services, BlackRock, Boston Properties, Cadence Financial, Capital Bank, Caterpillar, Charlotte Russe, CNH Global, Comerica, Continental Airlines, Dearborn Bancorp, Dr. Reddy's, DuPont, Elan, Forest Laboratories, Freeport-McMoRan Copper & Gold, Fulton Financial, Gilead Sciences, Hancock Holding, Hudson City Bancorp, Jefferies, Journal Communications, LaBranche, Lexmark, Lockheed Martin, Merck, Precision Castparts, Quest Diagnostics, Regions Financial, Robert Half International, Schering-Plough, Seagate Technology, Sherwin-Williams, Southwest Airlines, Starbucks, State Street Corp., Stryker, Sybase, TD Ameritrade, Coca-Cola, McClatchy, UAL Corp., United Technologies, UnitedHealth Group, VF Corp., Vocus, Western Union, Yahoo

Economic Data
7:45 a.m. ICSC-Goldman Store Sales
8:55 a.m. Redbook Retail Sales Index for July 18

A look at how the industry's most popular ETFs did on Monday: