EPISODE · Apr 11, 2026 · 5 MIN
Fund@mental Weekly Review (EN)- April 11th, 2026
from Fund@mental Weekly Review
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?
What this episode covers
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 Review (EN)- April 11th, 2026
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