This week handed us five straight sessions of data shocks, a first-ever presidential visit to Beijing in nearly a decade, WTI crude crossing $100 for the first time since the conflict began, and a new all-time high on the S&P 500 — followed almost immediately by a sharp Friday reversal that erased most of it. By the close, the scorecard looked less like any single scenario we had mapped out and more like two separate markets running in parallel: one driven by scorching-hot data and a surging dollar, the other briefly lifted by summit optimism before the macro reality reasserted itself. None of the three scenarios captured that split cleanly. But the analytical architecture — especially the DXY-first logic on gold — held up better than the price targets did.