Julex Capital 
(SUW – strong underweight, UW – underweight, N – Neutral, OW-overweight, SOW – strong overweight) CHANGE SUW UW N OW SOW Equities n Economic data show signs of resiliency, Inflation rates are trending down, and central bank rate hikes are close to the end. However, valuations, especially in the … Read more
Stocks ended the week down, as the Dow fell 1.13%, the S&P 500 decreased 2.32%, and the Nasdaq Composite dropped nearly 3%. Fitch Downgrades US Credit Rating The rating agency cut the US rating from AAA, the highest rating, to AA+, the second highest, due to an anticipated “fiscal deterioration over the next three years,” … Read more
This week, the Dow rose 0.65%, although it ended a 13 day winning streak on Thursday. The S&P 500 gained 0.79%, and the Nasdaq Composite increased by 1.67%. A large part of the gains stemmed from positive earnings reports, and the Federal Reserve’s more positive outlook on the economy. US Federal Reserve Meeting The … Read more
The Dow gained for the tenth straight day on Friday, up 2.08% on the week. The S&P 500 Index gained 0.69%, while the Nasdaq Composite index rose by 0.54%. Bank Earnings Reports Amid high interest rates among other factors, many banks released positive earnings reports alongside other banks such as JP Morgan Chase and Wells … Read more
The week saw market rallies, as the Dow rose over 800 points, or 2.4%, in the best performance since March. The S&P 500 rose 2.5%, and the Nasdaq rose 3.3%. The rises were in part due to optimism regarding inflation and an end to rate hikes, as well as strong earnings reports from companies such … Read more
The Global Asset Allocation recommendations are similar to those of last month. (SUW – strong underweight, UW – underweight, N – Neutral, OW-overweight, SOW – strong overweight) CHANGE SUW UW N OW SOW Equities n Economic data are mixed, inflation rates are trending lower, and central bank rate hikes … Read more
(SUW – strong underweight, UW – underweight, N – Neutral, OW-overweight, SOW – strong overweight) SUW UW N OW SOW Equities n Economic data are mixed, inflation rates are trending down, and central bank rate hikes are close to the end. However, valuations, especially in the US, are not cheap … Read more
WELLESLEY, MA – June 21, 2023 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, in Q2 2022. Dynamic Sector – PSN “TOP GUNS” RATING – for 1-year Performance in the ETF US Balanced Universe TrueAlpha™ Small … Read more
Weakening economic data, tightening monetary and liquidity conditions, elevated inflation, declining corporate profits and unattractive market valuations support a bearish outlook for US stocks. Leading and high frequency economic data continue to point to weaker growth and a potential recession. 2. Manufacturing activities have been contracting for six months consecutively. Monetary and liquidity conditions have … Read more
WELLESLEY, MA – Nov 23, 2022 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, in Q3 2022. Dynamic Multi AssetPSN “TOP GUNS” RATING3-year Performancein the ETF Global Balanced and Global Balanced Universes Dynamic Real AssetPSN “TOP GUNS” … Read more