Markets got a wake-up call this week as investors rapidly repriced Federal Reserve expectations following Chair Warsh's Jackson Hole remarks, sending Treasury yields to their highest levels since early 2025 and reigniting the debate over whether the Fed could actually tighten into an energy-driven inflation shock. Meanwhile, the labor market continues to flash "no-hire, no-fire" signals, with weak hiring and low quit rates contrasting against still-solid jobless claims and a resilient economy. We also discuss financial ways to plan for a wedding, and smart ways to use a solid portfolio.