Here's what I expect to see in upcoming economic data releases.

BLS will release (w/delay) on Wednesday. Until then, we have ADP (which underwent benchmarking).

Rare earths, lithium, and graphite form the lifeblood of every smartphone, EV, and fighter jet. Here lies the true chokehold. China doesn't just mine these minerals; it refines and processes them for the world.

The market has been range-bound for months.

This week saw the start of de-risking/deleveraging in big tech.

Even Trump now admits he wants higher home prices, and it’s because older voters want their asset prices to go up forever.

Consumer staples are where scared money hides while still calling itself invested. They're the last stop before cash. The real move comes when both sectors fall together. When staples can't hold.

I view the market as lacking depth still, but on a slow, tricky mend.