Markets juggled three stories at once this week, and none of them waited politely for the others to finish. The U.S.-Iran ceasefire came apart in stages: tanker attacks, a revoked oil waiver, airstrikes, and a presidential post declaring the truce "over," all of which sent crude on wild intraday rides that rarely stuck by the close. The Fed added its own wrinkle, with June meeting minutes showing a few officials had wanted to hike, firming up bets on tighter policy. Through it all, the AI trade refused to blink, powering chip stocks and the S&P 500 to a solid finish. Toss in a surprise rate hike from the RBNZ and a blockbuster Canadian jobs report, and you get a week where the dollar somehow ended up roughly flat. Here's how it all shook out, asset by asset.