Here's the quick gut-check on this week: the framework got the directions mostly right and the headline event mostly wrong. We built the whole week around Wednesday's CPI print — hot, in-line, or cool — and filed the Iran conflict under "the wildcard nobody's watching." Then Iran spent five straight sessions driving the bus, and Thursday afternoon's strike cancellation — not the inflation number — produced the week's biggest cross-asset reversal. CPI did land hot on the headline (4.2% year-over-year, 0.5% month-over-month), but a soft core reading and a fast-moving geopolitical story turned what we'd modeled as a clean risk-off trigger into a messy, two-way chop. The bright spots: WTI front-ran a signed deal almost to the dollar, and Bitcoin's $60,000 floor held exactly where we said it would. The frustrating spot: gold cracked to 4,024 — roughly a full DATR below our deepest modeled floor — which is the same magnitude miss we wrote a lesson about last month.