This weekend feels tense and coiled, like everyone's holding their breath before PPI, CPI, and the FOMC decision. The hot jobs report flipped the mood from Waller-fueled euphoria back to hike-odds anxiety, dragging Bitcoin, gold, and risk assets down with it. Meanwhile the AI trade keeps rotating rather than dying — chips into software into storage — even as Broadcom's soft guide gets sold and Micron faces a sky-high bar despite bullish supply signals. Add Iran tensions, record diesel prices, and Trump's escalating Fed pressure campaign, and it's a market grinding sideways near highs while genuinely nervous underneath.