Fund@mental Weekly Review (EN) August 4th, 2025

Title: US Housing Prices Fall, Margin Debt Soars, Fed Under Fire

Description: In this episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net to help you grasp the most important shifts in the global economy. We cover the rare contraction of US housing prices and the warning signs of record-high margin debt in US markets. We analyze the political pressure on the Fed to cut rates versus its difficult stance against sticky inflation. The episode also touches on a new geopolitical conflict that reflects the broader US-China competition , and how new tariffs are likely contributing to inflation, validating the Fed's caution.

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