Fund@mental Weekly Review (EN) - April 4th, 2026

Welcome to the fund@mental Weekly Review! This week, we dive into seven crucial insights from Gustavo Cano that are shaping the global economy. We trace the terrifying domino effect starting from the US-Iran conflict and the potential closure of the Strait of Hormuz, directly impacting market stability. We break down the sudden shift from tech giants to physical commodities , the startling gold-to-oil ratio spike , and why central banks are actively converting US Treasuries into gold to diversify away from the dollar. Finally, we question whether traditional Fed policies can still save us as AI rapidly transforms the job market and unemployment rises. Are you prepared for when the financial sweater unravels?