A mixed trend this week with a tendency to increase in the various world stock markets. US NASDAQ index rose by 1.2%, compared with the Dow that fell 0.7% and the S&P traded unchanged.

The average European indices rose 0.6% and the emerging markets index rose 0.5%. July all was fine in the stock market. The average global stock index MSCI rose by 2.1%

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Government bond indices traded in moderately positive trend. The yield on the 10-year US government bonds declined from 1.57% to 1.45%.

A similar trend was seen in the UK and Germany. Return on the 10 years Germany government bonds is negative, -0.12%.

Disappointing economic data published in the United States.

Growth in the second quarter only 1.2% versus expectations of 2.2%. At the same time released data, this week is very positive in real estate, record sales of new homes and a continuing positive trend in housing prices.

US PMI continues to be high, but lower than expected. Goods orders figure was disappointing, a decrease of 4% in June versus expectations of a 1.1% decline. Inflation expectations decline.

Positive corporate reports in relation to expectations despite the decline versus the same period last year.

The eurozone economy grew in the last year — 1.6% and grew — by 0.3% last quarter as expected. The figures are particularly positive in Spain, an annual growth of approximately — 2.8% and disappointing in France, where zero growth in the last quarter.

The price of oil fell this week at 5.9%, the index of commodity prices fell 1% and an ounce of gold rose by 2.2%.

The dollar fell 2% against a basket of currencies. It should be noted that the price of a barrel of oil fell in July 14%.

Results of the referendum in the UK dragging Europe for a period of uncertainty, both politically and economically.

This fact, combined with tepid global growth, contraction in corporate profits and US and European pricing that while not expensive, but far from cheap, less convenient infrastructure ensures global equity markets in general and especially those in Europe.

Accordingly, during this period we prefer to take a more conservative approach.

There is of high importance to the balancing and selective choice of sectors.

It is recommended to balance the investment mix by combining cyclical industries stocks, which are expected to benefit from growth, such as technology (QQQ) and Consumer Discretionary (XLY), alongside stocks from defensive industries like communication (VOX) health (XLV), and basic consumption (XLP).

In order to reduce risk, and in view of the lessened magnitude and pace of increases in the US interest rate, exposure to value companies characterized by strong balance sheets, low but stable growth, and relatively low beta can be added.

In Europe (XSX6 GY) the priority is for the companies with high exposure to markets outside of Europe. Also, there is a priority to the major stock indexes over the medium and small-cap indices.

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