Weekly Market Review NEWS
3,363
3,307
3,307
2,886
Russell 2000®
2,499
2,429
2,429
2,111
•
MSCI EAFE
1,648
1,639
1,639
1,604
917
940
940
1,055
MSCI Emerg. Mkt.
INTEREST RATES Fed Funds Rate
Friday 07/05/13
Prior Week 06/28/13
Quarter End 06/30/13
Year End 12/31/12
0.25
0.25
0.25
0.25
2-Yr Treasury
0.40
0.36
0.36
0.25
10-Yr Treasury
2.73
2.52
2.52
1.78
3-Month LIBOR
0.27
0.27
0.27
0.31
6-Month CD
0.25
0.25
0.25
0.33
30-Yr Fix Mortgage
4.58
4.46
4.46
3.52
Prime Rate
3.25
3.25
3.25
3.25
FIXED INCOME
Int’l Stocks
•
UCG
Ulrich Consulting Group, LLC
Gold
Friday 07/05/13
Prior Week 06/28/13
Quarter End 06/30/13
Year End 12/31/12
1,213
1,192
1,192
1,658
22.74%
15.68%
22.04%
ACWI ex-US (Broad Int’l)
-0.13%
0.15%
12.89%
MSCI EAFE (Devlpd. Int’l)
1.22%
5.73%
21.37%
MSCI Emerging Markets
-2.31%
-11.49%
-1.18%
BC Aggregate Bond
-1.04%
-3.45%
-2.04%
BC US Universal
-0.91%
-3.18%
-1.03%
B of A ML 3-Month T-Bills
0.01%
0.06%
0.13%
BC Treasury
-0.86%
-2.95%
-2.78%
BC US Corp. High Yield
-0.04%
1.37%
8.90%
Citi World Govt. ex-US
-1.32%
-8.36%
-6.15%
NAREIT Cmp (RealEstate)
-0.52%
4.62%
7.51%
DJUBSTR (Commodities)
0.86%
-9.70%
-10.31%
S&P SECTOR MONTH-TO-DATE* 3%
2.43% 2.13% 2.02% 1.91% 1.45% 1.36%
1.36% 1.10%
1%
0.84%
-2%
CONTACT INFORMATION 505-224-9100 www.ulrichcg.com
COMMODITY PRICES
16.08%
1.63%
*Total Returns as of 07/05/13
Crude Oil
103.22
96.56
96.56
91.82
ECONOMY
Gasoline
3.50
3.58
3.58
3.30
•
Natural Gas
3.54
3.55
3.55
3.40
• • •
EQUITY STYLE RETURN* MTD
Val
Core
Grw
YTD
Val
Core
Grw
• •
Large
1.44
1.68
1.93
Large
17.57
15.82
13.96
•
Mid
1.15
1.71
2.22
Mid
17.43
17.43
17.26
•
Small
2.55
2.87
3.19
Small
17.30
19.18
21.18
Unrest in Egypt pushed oil prices above $100, while its stock market rose over 7% following the ousting of the president Major automakers have reported an increase in sales over the last year, a pleasant surprise to investment analysts. The PMI Manufacturing Index declined to 51.9 in June following May’s 52.3 level The ISM Manufacturing Index rose from 49.0 in May to 50.9 in June Factory orders rose from 1% in May to 2.1% in June Jobless claims dropped slightly from 346,000 in May to 343,000 in June, with the 4-week average at 345,500 The ISM Non Manufacturing Index dropped from 53.7 in May to 52.2 in June June jobs report shows an improvement in job growth, from 135,000 in May to 188,000 in June, but the unemployment rate remains unchanged at 7.6%
-1.98%
-4%
Utilities
Russell Midcap®
•
1.78%
CHART OF THE WEEK Steady Job Growth a Pleasant Surprise in 2013 Monthly total nonfarm payroll employment gains Source: JPMorgan Asset Management
1,426
(Broad US)
S&P 500 (Large Cap US)
Con Stpls
1,606
1-Year
Materials
1,606
Year to Date
Healthcare
1,632
Month to Date
Telecom
S&P 500
Russell
A petition on whitehouse.gov in support of Tesla, the electriccar maker, reached 100,000 signatures last Tuesday, enough to earn a response from the Obama administration. Talks between France and the United States to establish a huge free trade deal have been delayed by France by two weeks due to US spying allegations Sequester forces 650,000 defense employee furloughs, 20% pay cut 101 individual stocks in the S&P 500 gained at least 25% during the first half of 2013
13,104
Industrials
14,910
Energy
14,910
3000®
Financials
15,136
Info Tech
Domestic Stocks
• DJ Industrial Avg.
TOTAL RETURN*
EQUITIES
Year End 12/31/12
OTHER
INDEX LEVELS
Quarter End 06/30/13
Con Disc
Prior Week 06/28/13
Friday 07/05/13
July 8, 2013
Weekly Market Review
Past performance does not guarantee future results. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation. The price of equity securities may rise, or fall because of changes in the broad market or changes in a company’s financial condition, sometimes rapidly or unpredictably. International investing involves a greater degree of risk and increased volatility. Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage. Equity Style Returns are based on the Russell Indices. Large cap are represented by the Russell 1000® Value Index, Russell 1000® Index (Core), and Russell 1000® Growth Index; mid cap are represented by the Russell Midcap® Value Index, Russell Midcap® Index (Core), and Russell Midcap® Growth Index; small cap are represented by the Russell 2000® Value Index, Russell 2000® Index (Core), and Russell 2000® Growth Index. Russell Investment Group is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of the Russell Investment Group.
Chart of the Week: Source: JP Morgan Asset Management, BLS
© Ulrich Consulting Group, LLC, July 2013