<h1>Global markets rallied after major investment commitments and amid trade tensions, with monetary policy and corporate actions shaping investor response.</h1> The report links record-equity gains and regional market rallies to a USD 490 billion investment package and to diplomatic engagements, while highlighting ongoing US-China trade tensions through tariff measures, technology controls, and Chinese restrictions on rare earth shipments; it identifies anticipated Federal Reserve monetary policy moves, inflation data, and corporate transactions and governance decisions as principal regulatory and policy drivers of market movements.