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What an incredible snapback.

This was a hideous week until today when the Dow shot up 1,207 points, breaking 50,000 for the first time ever.

SB jumped 1.97 percent. Nasdaq soared 2.18 percent. Led in part by companies that helped build data centers. Yeah, well, it turned out that was worked out. Now, now we've made it through the roller coaster every week. Of course, we need to ask what's next. I mean, it's not like we can just say, hey, that was it. Terrific. I don't usually start the game plan on Wednesday.

But that's when we get the employment report this time.

It's kind of screwed up because of the government shutdown.

For the various job inputs, we've seen, it looks like we'll have some real weakness.

I like to take my cue from the stocks and the endless rallies and recession-proof names like PepsiCo or Procter & Gamble, J&J, Merck, suggests maybe the economy's not that hot.

Honestly, interest rates have been creeping up, so we actually do need a weak labor report for the stock market to keep going higher.

A week later report would give the Federal Reserve later this year, not now, I'm not counting on any cuts from outgoing Jeep pal, more wiggle room to cut rates.

Something that would be a huge positive for housing,

autos, and the construction sector, all of which are still hurting. Now, let's go back to Monday

morning, and that's where we hear from Cleveland, Cliffs. Talk about a company that's hurting.

This is a steel company that's done better than if there were no tariffs, but not as well as Kramer-Fave

New Corps, where the stock that's had a tremendous year.

Cliffs needs more economic activity to do better.

It's discouraging, but I'm not giving up on what lower interest rates could do for a steelmaker

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