– Global equities and commodities climbed, but US Treasuries were flat. Intl stocks underperformed.
– Broad advance among sectors, styles, and factors. Small and Midcap stocks outperformed.
– Mixed week internationally, with 25 countries advancing and 20 declining. 25 countries are now in corrections or bear markets.
– Commodities rebounded, and Bitcoin is flirting with $100k. The US Dollar hit a two-year high.

– All key asset classes declined last week as poor inflation data and a more hawkish tone from the Fed weighed on markets.
– Energy, Financials, and Utilities were the only advancing sectors. Value stocks climbed as well.
– International equities are on the cusp of correction territory with another poor post-election performance week on tariff concerns.
– Weakness in Treasuries continued, and the US Dollar climbed to a one-year high.