– US equities led gains as the Fed cut rates, intl equities were flat to slightly down, Treasuries weakened, REITs underperformed, commodities mixed.
– Growth-and tech-oriented sectors outperformed amid rate cut optimism, while defensive sectors like staples/utilities lagged; small caps also gained.
– Emerging markets edged out developed non-US markets; Asia/EM posted modest gains while Europe was weighed down by mixed central bank signals.
– US fixed income fell after rate cut stoked inflation concerns, the dollar strengthened, gold rose, other commodities were mostly flat.

– US and global equities rallied on Fed rate cut optimism; treasuries were modestly higher and commodities climbed, with oil weaker and gold firmer.
– US growth and tech sectors led as core inflation steadied; cyclicals lagged, with real estate facing pressure from cautious longe term rate outlook and bond yields.
– International equities outperformed on upbeat earnings and ECB confidence, with Japan and Europe gaining on policy clarity and Asian stimulus hopes.
– US Treasuries and global bonds oscillated after strong auctions. Precious and industrial metals posted gains, while agricultural commodities ended the week lower.