Fund@mental Weekly Review (EN) July 11th, 2025

Title: Global Debt Crisis? Markets Soar, Bonds Scream, Dollar Weakens | Fund@mental Weekly Review

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 paradox of soaring US equity valuations amidst a staggering $324 trillion in global debt , and the historical concept of a "debt jubilee". Discover how the US unemployment rate hides a crucial detail about labor force participation, a trend potentially exacerbated by AI. We analyze the dollar's depreciation despite "strong dollar" rhetoric, potentially fueling inflation , and the "No Love Letters" trade policy, risking a shift away from the dollar as a reserve currency. Finally, the bond market is "screaming" that current global debt levels are "unsustainable," implying a mathematical re-pricing of all assets.

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