HeyJaredFund@mental Weekly Review
Stay ahead in the financial world with the Fund@mental Weekly Review. Each week, we distill complex market movements, macroeconomic trends, and investment strategies into clear, actionable insights.
- Indexed episodes, last 90 days
- 39
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
Fundamental Weekly Review (EN)- Sept 25th, 2026 (opens the original)
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This week on Fundamental Weekly Review, we trace seven sources mapping the hidden tectonic plates shifting the global economy — from energy shocks to monetary policy to currency wars. We start with diesel, not crude, as the real marginal cost of global logistics, now under threat from war disruptions and refinery attacks. We look at how hot inflation data is reshaping Fed rate-hike odds and splitting the bond market between "the Fed is ahead of this" and "the Fed is behind the curve," why France
Fundamental Weekly Review (ES) - Sept 25th, 2026 (opens the original)
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Esta semana en Fundamental Weekly Review recorremos siete fuentes que mapean las placas tectónicas ocultas que mueven la economía global, desde los shocks energéticos hasta la política monetaria y las guerras de divisas. Empezamos con el diésel, no el crudo, como el verdadero coste marginal de la logística global, ahora amenazado por disrupciones bélicas y ataques a refinerías. Analizamos cómo los datos calientes de inflación están reconfigurando las probabilidades de subidas de tipos de la Fed
Fundamental Weekly Review (PT) - Sept 25th, 2026 (opens the original)
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Nesta semana no Fundamental Weekly Review, percorremos sete fontes que mapeiam as placas tectônicas ocultas que movem a economia global, dos choques energéticos à política monetária e às guerras cambiais. Começamos com o diesel, não o petróleo bruto, como o verdadeiro custo marginal da logística global, agora ameaçado por disrupções bélicas e ataques a refinarias. Mostramos como os dados quentes de inflação estão reconfigurando as probabilidades de alta de juros do Fed e dividindo o mercado de t
Fund@mental Weekly Review (EN) - Sept 19th, 2026 (opens the original)
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This week on Fundamental Weekly Review, we untangle seven sources showing why the usual economic diagnostics aren't working. Central banks are treating the same Middle East energy shock with opposite medicines — the Fed hiking, the Bank of England holding, Brazil cutting — while long-term Treasury yields hit historic highs and Treasury Secretary Scott Bessent challenges bond traders directly. We look at how the Clarity Act's legislative failure leaves stablecoin issuers in legal limbo, removing
Fundamental Weekly Review (Esz) - Sept 19th, 2026 (opens the original)
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Esta semana en Fundamental Weekly Review desenredamos siete fuentes que muestran por qué los diagnósticos económicos habituales ya no funcionan. Los bancos centrales tratan el mismo shock energético de Oriente Medio con medicinas opuestas: la Fed sube tipos, el Banco de Inglaterra los mantiene y Brasil los recorta, mientras los rendimientos de los bonos del Tesoro a largo plazo tocan máximos históricos y el secretario del Tesoro, Scott Bensent, desafía directamente a los operadores de bonos. Ana
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