In his episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net regarding seven documents by Gustavo A. Cano. We analyze the impact of the bombing of the Kharg oil infrastructure and the Hormuz closure, which has spiked crude prices by $16\%$. We explore the banking panic in Dubai, where the real estate sector has plunged $60\%$, and why the Fed prioritizes curbing a $6\%$ structural inflation over a weak labor market. We close with Kevin Warsh taking over in May and the definitive disappearance of rate cut expectations. Your source for data-driven financial analysis. More at myfundamental.net/insights!