Global Markets Update: Monday, July 25, 2011

After last week's market actions, we've noticed the following trends across US and International markets:
  • The World rebounded last week up 2.5% in equity markets.  Over the last year, most broad-based equity indices are up around 20%, with the exception of Frontier Markets, which are lagging as they're only up 6.4%.
  • Emerging Europe (+30.9%) and the US (+23.8%) have the best one year returns of the world regions.
  • Year-to-date returns on some countries of note include the US (+7.2%), Russia (+11.2%), Thailand (+11.6%) and South Korea (+11.6%).  Yet, China, India and Brazil are all in negative territory for the year.
  • Energy, Technology and Financials had a big week last week.  Financials remain negative for the year, while Energy leads all sectors, up 16.5% year-to-date.

Also, in the US Styles chart below, you can really see how Large Caps have been lagging for the year.

Click to view larger image.

Click here to view today's complete World Wrap report.

Keith Hays  & Justin Wood

Please see important disclosures at the bottom of this page.