Fund@mental Weekly Review

Fund@mental Weekly Review (EN)- April 11th, 2026


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Welcome to a new episode of the Fund@mental Weekly Review! This week, we dive into the literal 21-day ticking clock in Washington and the 48-hour ultimatum to reopen the Strait of Hormuz. We explore how China stepping in as a diplomatic broker contrasts with a US economy on the brink of stagflation, marked by GDP dropping to 0.5% and a completely paralyzed Fed. Plus, we uncover the massive hidden risk within the $2.5 trillion private credit market and the death of the traditional 60/40 portfolio safety net. If Beijing successfully brokers peace while the US remains bogged down by debt, are we witnessing the end of US markets as the world's ultimate safe haven?

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Fund@mental Weekly ReviewBy Fund@mental