--- title: "July 2014" url: https://accuvestblog.com/2014/07/ description: "Archived Accuvest Global Advisors entries published in July 2014." published: 2014-07-25 updated: 2014-07-25 --- # July 2014 Published 2014-07-25 7 entries · July 3, 2014 to July 25, 2014 ## [What to Watch – Global Market Update – July 25, 2014](https://accuvestblog.com/2014/07/25/what-to-watch-global-market-update-july-25-2014/) July 25, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) Please use the link below to access this week’s Global Market Update. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be… Issue attachment (not archived) What to Watch – Global Market Update – 7.25.2014 what-to-watch-global-market-update-7-25-2014.pdf [Read this entry](https://accuvestblog.com/2014/07/25/what-to-watch-global-market-update-july-25-2014/) ## [Review of Russia Amidst Threat of More Sanctions](https://accuvestblog.com/2014/07/21/russia-review-threat-of-more-sanctions/) July 21, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/) Weakness in Russian equities, FX, and Fixed Income is likely to persist in the near to medium-term as more sanctions are likely to follow last week’s US-EU coordinated increase in pressure on Putin and Russian leadership. Russia is a HOLD… [Read this entry](https://accuvestblog.com/2014/07/21/russia-review-threat-of-more-sanctions/) ## [One Chart to Watch: High Yield Bonds vs. S&P 500 Index](https://accuvestblog.com/2014/07/18/charts-to-watch-global-market-update-july-18-2014/) July 18, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) Credit instruments, like high yield bonds, are positively correlated to equities. Until late June of 2014, the iShares iBoxx USD High Yield Corporate Bond ETF: HYG tracked the trend of the S&P 500 in both slope and duration. Since June,… Issue attachment (not archived) Read all of our “Charts to Watch” for the week of July 18th here. charts-to-watch-global-market-update-7-18-2014.pdf [Read this entry](https://accuvestblog.com/2014/07/18/charts-to-watch-global-market-update-july-18-2014/) ## [One Chart to Watch: German Economic Growth](https://accuvestblog.com/2014/07/11/german-economic-growth/) July 11, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) A key chart to monitor in the weekly is chart 36, “Germany: Eco Outlook, Industrial Production & PMI”. German economic data continues to decelerate from levels of growth seen last year. This is likely to weigh on euro-area growth. When… Issue attachment (not archived) “Charts to Watch – Global Market Update” what-to-watch-global-market-update-7-11-2014.pdf [Read this entry](https://accuvestblog.com/2014/07/11/german-economic-growth/) ## [4 Countries to Focus on in July](https://accuvestblog.com/2014/07/09/4-countries-to-focus-on-in-july/) July 9, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/monthly-portfolio-notes/) Heading into July, we think that the 4 countries listed below warrant extra focus. Our complete list of country rankings can be 3 Points to set the Global Landscape For the first time in over 20 years, the range of… Issue attachment (not archived) downloaded here. country-portfolio-notes-7-2014.pdf [Read this entry](https://accuvestblog.com/2014/07/09/4-countries-to-focus-on-in-july/) ## [Why Japan? Why Now?](https://accuvestblog.com/2014/07/09/why-japan-hedge-equity/) July 9, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/) A Powerful Relative Monetary Policy Advantage with Attractive Valuations, Fundamentals and Momentum What Happened in H1 2014? One of the most popular investment themes coming into 2014 was Hedged Japanese Equity (owning Japanese equities while simultaneously hedging out the risk… Issue attachment (not archived) Print this piece japan-hedge-equity-theme-jc-7-14.pdf [Read this entry](https://accuvestblog.com/2014/07/09/why-japan-hedge-equity/) ## [Our Big Picture View Heading into H2](https://accuvestblog.com/2014/07/03/2014-2nd-half-big-picture-view/) July 3, 2014 · by [Brad J](https://accuvestblog.com/author/agabradjensen/) · Filed under [Big Picture View](https://accuvestblog.com/category/big-picture-view/), [News and Events](https://accuvestblog.com/category/news-and-events/) The Accuvest Team invites you to download our Big Picture View for the 2nd half of 2014. In the pages of our Outlook, we will provide some insight as to why the 1st half of 2014 played out the way… Issue attachment (not archived) Big Picture View H2 2014 bpv-h2-141.pdf [Read this entry](https://accuvestblog.com/2014/07/03/2014-2nd-half-big-picture-view/)