Sunday named Thursday’s jobs report as the hinge of the week. Two sessions later, the market moved on something else. Stocks closed the quarter at a record on a chip-led rally, while Bitcoin broke below $60,000 on a story of its own. The dollar eased instead of firming, and oil faded through fresh Iran strikes. This update re-anchors the framework to Monday and Tuesday, then hands you a pre-committed plan for Thursday’s jobs print.