In this episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net. We analyze how the threat in the Strait of Hormuz spikes inflation to $3\%$ and paralyzes the Federal Reserve. We explore the "trillion-dollar dilemma": the need to fund a $\$50$ billion rearmament while Japan sells US Treasuries to save the yen. We close with the decoupling between private credit and public bonds, and China's strategy of hoarding commodities in the face of a long-term crisis. Your source for data-driven financial analysis. More at myfundamental.net/insights!