Markets rally on peace in the Middle East, NATO deal, and US-China trade agreement

US bombs Iran, the Fed and BoE hold rates steady, and another series of mixed macro data

Some cool inflation data, a tentative trade agreement between the US and China, and a big escalation in the Middle East

Solid macro data from the US, cooling eurozone inflation, and a nasty breakup between Trump and Musk

US court blocks Trump's tariffs, Nvidia delivers another earnings beat, and inflation continues to cool

Trump reignites trade war fears while his Big Beautiful Bill passes the House and sparks new concerns of fiscal irresponsibility