Fund@mental Weekly Review (EN) - June 14th, 2026

Welcome to a new episode of the fund@mental Weekly Review! This week, we connect the dots on a highly tense geopolitical and economic landscape using seven financial briefings from Gustavo A. Cano. We start with the effective closure of the Strait of Hormuz, where daily traffic plummeted from 100 ships down to just 2 following a downed US helicopter, triggering a market shockwave that halted the Korean Kospi after an 8% plunge. We explore how energy desperation might push Asian nations to seek alliances with Russia, and we uncover an uncomfortable structural truth: governments actually favor running hot inflation as a "stealth tax" to melt away their massive national debts. Furthermore, we break down why a surprisingly strong jobs report (172,000 added jobs) caused a market sell-off by cementing an 85% probability for incoming rate hikes, and how tech giants are heavily borrowing for rapid-depreciating AI infrastructure. If governments secretly want inflation, are geopolitical energy shocks providing the perfect cover to let prices run hot indefinitely?.