After last week's shocking US jobs miss sent the dollar tumbling, all eyes turn to Thursday's inflation data and ECB decision. With Fed rate cut odds jumping from near-zero to increasingly probable, this week's CPI print could seal the deal... or throw a wrench in the works. Meanwhile, the ECB faces its own dilemma amid stubborn inflation and French political drama. Here's a rundown of the major themes driving the markets lately and what to look out for next.