Sector performance was broadly positive, with most areas of the market finishing higher. This wasn’t a defensive flight — it was a steady, controlled advance led by cyclical and real-economy sectors.
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Energy (XLE) led the week, up +2.22%, followed by Industrials (XLI) at +2.08% and Utilities (XLU) at +1.90%. The leadership from Energy and Industrials points to continued support for infrastructure, domestic production, and hard-asset exposure.
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Behind them, gains were more modest but still positive across most sectors. Financials (XLF) rose +0.89%, Health Care (XLV) gained +0.81%, and Real Estate (XLRE) added +0.77%. Technology (XLK) climbed +0.72%, while Communication Services (XLC) advanced +0.44%.
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At the bottom of the table, Consumer Discretionary (XLY) was nearly flat, up just +0.09%, suggesting limited conviction in consumer-driven growth. Materials (XLB) finished unchanged, and Consumer Staples (XLP) was the only sector to decline, down –1.73%, making it the clear laggard.

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