This is a U.S. jobs week, and it is front-loaded. Because U.S. markets are closed Friday Jul 3 for the Independence Day holiday, the monthly jobs report (Non-Farm Payrolls) lands a day early, at 12:30 GMT on Thursday Jul 2. Last week taught a sharp lesson: a hot Core PCE printed, and the dollar fell anyway — a “buy-the-rumor, sell-the-news” fade after the number was already priced in. The real engine of the week was off our map entirely: a selloff in the most expensive technology stocks that pulled the S&P 500 and Bitcoin lower. So we walk into this week with two warnings: a well-anticipated number can fade on confirmation, and the driver that matters may not be on the calendar. Meanwhile the U.S.–Iran ceasefire is back under strain — fresh tit-for-tat strikes over the weekend and a renewed Strait of Hormuz threat — so the geopolitical lane is live again. Below: the full event calendar, three jobs-report scenarios with levels for the dollar, gold, stocks, oil, and Bitcoin, an overlay lane for Iran, and a generic lane for an off-calendar shock. The One Screen section stands alone if you read nothing else.