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A Look at 4 China-Focused Mutual Funds: Which Is on Top?

After several months of instability, factor PMIs for China are looking stable. Chinese exports have picked up, and the real estate market seems to be on strong footing.

WTI crude oil prices closed almost flat for the week ending June 26. Crude oil closed at $59.63 per barrel. Brent rose marginally to $63.26 per barrel on Friday.

Sector ETF Analysis

Energy and Power

Crude Oil Up, Natural Gas Down: Analyzing the Impact on Coal
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For the week ending June 19, the natural gas inventory came in at 2,508 Bcf—compared to 2,433 Bcf a week earlier. This is an addition of 75 Bcf during the week.

Industrials

CSX: Should You Place Your Bet on the $35 Billion Railroad Giant?
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CSX reported 1Q15 earnings with double-digit EPS growth. It reported EPS of $0.45, beating analysts’ estimates by $0.01. Net earnings were $442 million compared to $398 million in 1Q14.

Tech, Media, and Telecom

A Crucial Time for Twitter: An Update on Changes
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On June 11, Dick Costolo, Twitter’s (TWTR) CEO, announced he will be stepping down next month. In five years, Costolo turned Twitter into a public company with a market value of $25 billion.

Consumer and Retail

Home Improvement and Furnishing Chains Go Multichannel in 2015
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Home Depot’s omnichannel initiatives are playing a vital role in its financial results. The company’s online sales in fiscal 2015 were $3.8 billion, or 4.5% of revenue.

Basic Materials

Key Macro Updates For Freeport-McMoRan Investors
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Copper is still the most important part of Freeport’s portfolio. It gets almost 60% of its revenue from copper. It’s among the top three copper producers globally.

Real Estate

Foreclosures Continue to Drop in April: Good News for Builders
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Foreclosure completions decreased by 1,000 units to 40,000 in April, according to CoreLogic. Completions are down 19.8% year-over-year. That said, 39,000 is still a relatively elevated number.

Financials

Global Equities: China Falls, Germany Rises, Greece Default Looms
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The US market fell by 0.40% during the week ending June 26. The decline was mainly due to contraction of the US economy in 1Q15, lowering manufacturing activity.

Healthcare

Merck & Co.: A Must-Read Overview
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With its roots in 19th-century Manhattan, Merck has 450 subsidiaries and ~70,000 employees in operations around the world. Merck delivered a 12.1% annual return from May 2010–May 2015.

Macro ETF Analysis

Global Equity ETFs

Greece: Situation Unknown
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Greek Prime Minister Alexis Tsipras walked away from negotiations this weekend and called for a referendum from his people on July 5. This surprising turn of events has sharply raised the probability of a Grexit.

Fixed Income ETFs

Caution Persists among High-Yield Bond Issuers: June 19 Week
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The FOMC released its June 2015 monetary policy statement last week. Policymakers toned down their expectations for a rate hike in 2016 and 2017.

Commodity ETFs

Will Crude Oil and Natural Gas Prices Surge due to Summer Demand?
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August WTI crude oil futures trading in NYMEX rose by 1.95% and closed at $59.47 per barrel on Tuesday, June 30, 2015. Prices surged on the summer demand.

US Equity ETFs

What Do Higher Rates Mean for Consumers?
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Low rates have helped households. The new home sales figure touched its seven-year high in May when 546,000 new homes were sold.

Income ETF Analysis

Real Estate Investment Trusts

June 29–July 3: A News-Filled Week for Real Estate Investors
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The bond market will be most sensitive to the jobs report, particularly to wage inflation. REITs such as MFA Financial will also focus on the jobs report.

Master Limited Partnerships

Crude Oil Up, Natural Gas Down: Analyzing the Impact on Coal
Part-1-natgas-inventory1

For the week ending June 19, the natural gas inventory came in at 2,508 Bcf—compared to 2,433 Bcf a week earlier. This is an addition of 75 Bcf during the week.