1. U.S. stock markets hit record highs driven by strong June jobs data and trade deals, including a new agreement with Vietnam. 2. President Trump signed a major legislative bill and announced plans to enforce tariffs on trading partners post-July 9. 3. Key indices (S&P 500, Nasdaq, Dow) rose 1.6%-2.3%, while commodities like gold and oil saw gains, and healthcare stocks faced declines.