– US and EM stocks led. Treasuries and REITs barely rose, while commodities split as oil slid and silver/gold popped.
– Tech crushed it on AI earnings. Growth beat Value, while Energy and Utilities sank as oil cooled and defensives were dumped.
– EM ripped nearly 7% higher, led by Korea’s AI-fueled melt-up and Taiwan’s surge, while Europe lagged badly again.
– Bonds eked out gains as yields slipped. Oil fell hard, silver/gold rallied, and the dollar logged a second weekly decline.

– Stocks kept climbing – U.S. led, REITs joined, commodities rose on oil and gas, while Treasuries slipped as rates backed up.
– Energy surged while Materials lagged – value and momentum led broadly, with small caps strong and mid-cap growth the lone weak spot.
– Global markets were sharply split – Korea, Japan, and parts of Europe led, while Taiwan, China, and commodity EM lagged in a choppy, uneven week.
– Bonds sagged, EM debt weakened, oil and gas ripped, gold slipped, and the dollar gave back last week’s safe-haven bid.

– Commodities rose on Middle East tension. US equities gained, while most intl markets fell, REITs declined, and Treasuries slipped as yields rose.
– AI-led tech drove gains – semis led while defensives lagged. Breadth narrowed as fewer stocks participated in the advance.
– AI-linked Asia outperformed, but global breadth was weak – Europe, EM, and commodity exporters broadly declined.
– Yields rose on “higher-for-longer” Fed tone. Oil gained on geopolitics, gold fell, and the dollar firmed on rate expectations.

– US equities broke out to new highs, led by a surge in tech; international stocks followed, Treasuries and REITs gained, while oil fell sharply as geopolitical risk eased.
– Tech, discretionary and communication led – energy lagged and utilities slipped as oil fell, rates eased, and AI/earnings favored cyclicals.
– EM beat developed – South Korea led on chip strength, Europe and Japan gained on peace hopes, and India rose more modestly.
– Treasuries, credit, high yield and munis rose – euro-area bonds and EM debt firmed. Oil fell, gold and silver rose, and the dollar eased.