The Market Is Not Calm. It Is Repricing Liquidity Under A Calm Surface.
Inflation risks has not fully priced yet
Ztrader Weekly Macro
Week Ending July 6, 2026
The market entered July with a contradiction.
Global equities firmed after a soft June jobs report cut the odds of a near-term Fed hike. The dollar had its worst week since April. Gold cleared $4,170 for the first time since June 23. Oil settled back near pre-war levels as Hormuz traffic kept recovering. The VI…
