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Federal Open Market Committee: Will These Numbers be Enough?

The Federal Open Market Committee meets on Tuesday and Wednesday this week. It will be the last FOMC meeting before we start worrying about rate hikes.

Google announced its 1Q15 earnings on April 23 after the close of trading. Investors had been expecting currency issues to take an even bigger toll on Google earnings.

Sector ETF Analysis

Energy and Power

Natural Gas Production Increases Despite the Lower Gas Rig Count
ung-3-month-Apr-27-20151

Natural gas futures for May delivery settled unchanged at $2.53 per MMBtu on April 24, 2015. The EIA released the natural gas weekly report on April 23.

Industrials

Nucor Reports 1Q15 Earnings on April 23: Key Takeaways for Investors
key-segments1

Nucor reported its 1Q15 earnings on April 23. It posted EPS of $0.21, higher than Nucor’s own guidance. Wall Street was jubilant, sending Nucor shares up more than 2%.

Tech, Media, and Telecom

eBay's Better-Than-Expected 1Q15 Results Please Investors
eBay-revenue-growth-rate_1Q151

eBay (EBAY) announced better-than-expected 1Q15 earnings last week. The company’s overall revenues increased by 4% to $4.45 billion year-over-year.

Consumer and Retail

Brinker International Reports Double-Digit Earnings Growth for 3Q15
Adjusted-Earnings-Per-Share-2015-04-251

Brinker International (EAT) released its third-quarter earnings on April 21. Brinker reported an adjusted EPS of $0.93, a 12% increase from $0.83 in 3Q14.

Basic Materials

Alcoa in April: Strong End User Demand amid Jitters from China
aerospace

April has been a mixed bag for the aluminum industry. End user demand continues to be strong, at least in Alcoa’s core markets of North America and Europe.

Real Estate

PulteGroup's First Quarter Earnings Disappoint Wall Street
Pulte Revenues

PulteGroup’s (PHM) first quarter revenues of $1.13 billion missed Wall Street’s estimate of $1.25 billion. Homebuilding revenues were flat with a year ago, while land sales and financial services revenues increased.

Financials

Analyzing Regions Financial’s 1Q15 Earnings
revenues-and-net-income1

Regions Financial (RF) reported its first quarter earnings on April 21. While the revenue for the quarter increased by 1% YoY, the net income declined 26%.

Healthcare

Johnson & Johnson Slashes EPS Guidance on April 14
EPS

Johnson & Johnson (JNJ) posted its 1Q15 earnings on April 14. It beat Wall Street EPS estimates of $1.53 marginally, posting $1.56 EPS.

Macro ETF Analysis

Fixed Income ETFs

Treasury Prices Fall Before Federal Open Market Committee Meeting
US-Treasuries-Yield-Curve41

Treasury yields rose after Federal Reserve Bank of New York president William Dudley expressed optimism over US economic growth. This should lead to a 2015 rate hike.

Commodity ETFs

Consensus of an Oil Glut Extends: Crude Oil Prices Are Pressured
inventories

WTI crude oil trading in NYMEX for June delivery declined marginally by 0.28% and closed at $56.99 per barrel on Monday, April 27, 2015.

US Equity ETFs

Pockets of Value in the Stock Market
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Investors responded to increasing fears of a Greek debt default and a subsequent “Grexit” as the country’s government bonds experienced massive sell-offs.

Income ETF Analysis

Real Estate Investment Trusts

Home Prices Approach Peak Levels According to the FHFA
FHFA House Price Index

February home prices grew 0.7% month-over-month, up 5.4% year-over-year. Prices are now within 2.9% of their April 2007 peak.

Master Limited Partnerships

Key Highlights before Cheniere Energy Partners' 1Q15 Earnings
CQP stock

Cheniere Energy Partners (CQP) is scheduled to release its earnings for 1Q2015 on April 29. Its stock closed at $31.93 as of April 22.