With one week away from one of the most “interesting” elections in recent history, the two candidates, Hillary Clinton and Donald Trump, are running a very tight race. There remains a great deal of uncertainty about who will win and what it will mean for the stock market. Conventional wisdom often says that Republicans are … Read more
US Economy US economy grew at 1.3% YOY in Q2. Job markets continued improving and unemployment dropped to 4.9% though the labor force participation rate remained at 30-year low. Wage growth was moderate. The headline CPI inflation rate stayed at 1.1%. The Fed kept interest rate unchanged in the September meeting, but became more hawkish. … Read more
JULEX DYNAMIC INCOME Informa Investment Solution’s PSN “TOP GUNS” status Q2, 2016, ETF Fixed Income category JULEX DYNAMIC EMERGING MARKET Informa Investment Solution’s PSN “TOP GUNS” status Q2, 2016, ETF International Equity category BOSTON, MA – August 30, 2016 – Julex Capital Management, LLC., announced that its Dynamic Income and Dynamic Emerging Market strategies were … Read more
We have just published our Quarterly Macro Chart Book for Q2 2016. The general themes are: US Economy US economy grew at 2.1% YOY in Q1. Job markets continued improving and unemployment dropped to 4.9% though the labor force participation rate stayed around 30-year low . Wage growth was moderate. Both the headline CPI inflation … Read more
Jeffrey Megar, CFA, Co-Portfolio Manager Non-farm payroll numbers really surprised on the upside in June after severely disappointing in May. Friday’s job number of 287,000 new jobs added in June was about 100,000 more than the market expected. Interesting, and a change from previous months, leisure and hospitality was one of the leading sectors for … Read more
Last night, Britain voted to leave the European Union by a narrow margin. Global stock markets tumbled as the result surprised many investors. We were not surprised by the exit, but were surprised by the strong market reaction. The markets had not priced in this outcome, though the event had been well broadcasted for months. … Read more
Henry Ma, Ph.D., Chief Investment Officer On June 23, UK will hold a referendum on whether Britain will remain at EU. With 11 days to go, the most recent poll conducted by the Economist.com shows that 43% are in favor of “leaving”, 42% like “remaining” … Read more
BOSTON, MA – May 18, 2016 – Julex Capital Management, LLC., announced that its’ Dynamic Sector, Dynamic Income and Dynamic Emerging Market strategies were recognized with “Top Guns” status within the Informa Investment Solutions’ PSN investment manager database today. Julex Capital is an innovative investment firm offering tactical/risk managed solutions that aim to deliver consistent … Read more
Henry Ma, Ph.D., Chief Investment Officer At the end of a two-day meeting on Wednesday, as expected, the Fed did not raise interest rates. In the statement, the Fed dropped the word “patient” on acting on rates, but signaled it is in no hurry to … Read more
We have just published our Quarterly Macro Chart Book for Q1 2016. The general themes are: Economy continues expanding at a slow pace; Job market is strong and labor participation rate inches up from 30-year low; Inflation is muted, but core inflation has reached over 2.2%; Central bank monetary policies diverge, US will continue its … Read more