Global markets have rallied after reports of a peace agreement between the United States and Iran, easing concerns over energy supplies and helping drive a renewed risk-on mood across equities. With the Strait of Hormuz expected to reopen, oil prices have retreated, gasoline costs are falling, and investors are reassessing which sectors stand to benefit most from a more stable geopolitical environment. At the same time, attention is shifting back to fundamentals, including the first Federal Reserve meeting under new Chair Kevin Warsh, the outlook for interest rates, and whether the market's AI-driven leadership can continue as the rally broadens.

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