I think Trump moves from issue to issue and it's clear that his next issue are the Tariffs.
He will be laser focused on this until it has some kind of closure, like he just did with Iran or the BBB.

I don't know what the market may or may not do in the end but I think it's safe to say it's going to be a bumpy ride.

If I had to guess he's given himself three weeks to "solve" this by August 1st.

Keep in mind that Q2 2025 GDP numbers are out on July 30th. It would be totally appropriate to have a market soaring on the announcement of a "trade deal" just as the numbers confirm a recession.