– Middle East tensions lifted oil and commodities, while U.S. stocks advanced. International stocks, REITs and Treasuries lagged.
– Technology, energy and momentum led. Materials and healthcare lagged as investors rotated toward growth and cyclicals.
– Brazil, China and Nigeria outperformed, while Korea and Taiwan corrected after being among 2026’s strongest markets.
– Industrial metals rose while gold and silver fell. Treasuries and corporate bonds weakened as yields moved higher.

– US and foreign stocks gained, led by international equities. Commodities fell with oil sliding, while Treasuries lagged as yields rose.
– Defensive sectors led as healthcare, consumer discretionary and financials rallied. Energy lagged as crude oil fell sharply.
– Developed markets led. Taiwan advanced while Korea suffered a sharp correction after being one of 2026’s best-performing markets.
– High yield and international bonds gained while Treasuries fell. Gold and silver rose, oil dropped, and the dollar weakened.