Jimmy was reading the newspaper while pondering Caitlin's earlier words. She had come to make nice, no doubt about it. The question was, why was she so eager to meet him?
Jimmy heard something peculiar in Caitlin's earlier words: now someone has connected Atz's affairs with the Juarez matter. The middleman certainly wouldn't spread his information widely; only high-level gang members would get this intelligence. The ones who can tie both sides together should be among these upper echelons.
Then there's the CIA. When Jimmy went about his business back then, it was Caitlin who helped facilitate it without informing others. The contact in charge has since returned home over a mistake. The ones who know about Jimmy should only be Caitlin or her collaborators, doubtlessly CIA higher-ups.
