Most of this week looked like waiting. Traders spent early sessions trading Middle East rumors, denials, and half-confirmed drafts about reopening the Strait of Hormuz, while the economic calendar handed out mixed signals no one wanted to build a position on.
Then Friday's U.S. jobs report landed and everything moved at once. Payrolls shrank instead of growing, September Fed hike odds collapsed, and the dollar took a hit that reshaped the weekly scoreboard for gold, stocks, oil, and the majors. Below is how each piece got there: the dollar index, gold, the S&P 500, bitcoin, and WTI crude, followed by a broad currency rundown and closer looks at the Canadian dollar and the Kiwi, which both had domestic jobs data of their own to deal with.