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It was a big finish to the week with a Fed Chair speech and an under-the-radar economic data point that only comes out a couple times per year. There were also notable developments around the world this week: a number of European indices finished at record highs while beaten-down emerging markets climb out of the hole dug by the Iran War. That conflict has now reached the six month mark and we review how markets have performed through it compared to others the US has been involved in over the years. We also look at the performance of momentum stocks, a range of AI themes, and break down US earnings this week before highlighting several notable global data releases and reviewing the week that was in US economic data. Also included: earnings analysis, interest rates, and more! Give it a read!