Global Markets Update: Monday, July 30, 2012

The US (+10.1%) is now up almost double the World's returns (+5.3%) this year, and it's up over 8% greater than the World x US (+1.4%). 
  • Furthermore, over the last one year, the US is up 5.8%, while the World x US is down 16.8%.
  • Africa leads the world regions this year, up 17.6%, followed by the US, up 10.1%.
  • What's the worst region this year?  The Middle East, down 11%.
  • Five US sectors are up over 10% this year and five are up less tahn 10%.  Telecom and Financials lead this year, while Basic Materials and Energy have the worst returns.  However, as you can see in the table below, Energy has finally risen our of negative territory for the year.

Keith Hays & Justin Wood

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