From the Desk
Follow the markets the Cayman Trader way, where a desk is never required. Get up to date on where the market is headed every single Monday morning, and find out exactly where the market has been every Friday. Enjoy The Cayman Trader lifestyle articles every weekend where we discuss the wins, the losses and the freedom of a deskless trading career. Welcome to The Cayman Trader.
A visa run back home, a daughter's fiance hauling hay at dawn, and the myth that you have to get your hands dirty or stay in one place to build real wealth.
Read โA stalled Iran diplomatic track, a Dollar at one year highs, and Core PCE Thursday as the first real test of the Fed's new hawkish stance.
Read โThe Fed held rates but flipped the dot plot hawkish. The US Iran memorandum got signed in the same week, with Israel notably absent.
Read โNobody loses their house in a single bad afternoon. They lose it one quiet year at a time. Meet Don, and the quiet math of inflation and currency erosion.
Read โFOMC decision Wednesday collides with the US Iran memorandum signing. Two of the biggest macro stories of the year, pulling in opposite directions.
Read โMay CPI split the difference, the market went quiet, and all eyes shift to next week's FOMC decision and dot plot.
Read โThe promise of job stability is a story that aged badly. The layoffs, the restructuring, the calendar invite with HR copied in. We just were not listening.
Read โCPI Wednesday. Warsh press conference next week. Gold at 4,300. The NFP shock is still reverberating into the summer macro regime.
Read โ172,000 jobs. Twice the consensus. The Dollar ripped, gold dropped to three month lows, and the Nasdaq sold off on great news. Welcome to the paradox of 2026.
Read โForget the jobs number. This week the market is hostage to one question: Iran, peace or no peace. Why even a handshake won't unwind the inflation already baked in.
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