David Woo

David Woo, founder of David Woo Unbound and former head of global economics at Bank of America, shares his insights on the escalating U.S.-China tensions. He predicts that the real economic pain from tariffs is coming and argues it's more severe than a typical trade war. Woo explains the damaging 'war of attrition' impacting both economies and critiques the hardline approaches shaping trade relations. He highlights the political implications and discusses how these dynamics could hinder future negotiations as diplomatic trust erodes.

David Woo, CEO of David Woo Unbound and a former top strategist at Bank of America, dives into the complexities of the current trade war between the U.S. and China. He discusses tariffs, potential outcomes for major tech companies, and the need for cautious investment strategies. Woo also critiques geopolitical tensions, particularly the impacts of the Russia-Ukraine conflict on the market. His insights include how to navigate uncertainties in global trade relations and the effectiveness of sanctions in today's landscape.

David Woo, CEO of David Woo Unbound and a seasoned macro trends blogger, shares his insights on significant economic and political shifts. He examines China’s DeepSeek AI breakthrough and its impact on U.S. tech monopolies, emphasizing a 3% drop in the NASDAQ. Woo also discusses the challenges Trump may face in his second term, particularly regarding fiscal policy and alliances, highlighting the Freedom Caucus's influence. Additionally, he touches on the complexities of U.S.-China relations, Mexico’s role in trade and border security, and strategic investment opportunities.

David Woo, the founder and CEO of David Wu Unbound, dives into a captivating analysis of the macroeconomic landscape across the U.S., China, and Europe. He discusses the implications of the upcoming U.S. election on markets and explores the contrasting economic conditions between the U.S. and China. The conversation takes a sharp turn into geopolitical tensions, especially regarding Israel and Iran, while predicting potential market movements. Woo also examines voter dynamics, emphasizing a likely Trump victory and shifting attitudes toward governance.

David Woo, CEO of David Woo Unbound and former strategist at Bank of America, shares his insights on global economic shifts. He discusses the impact of U.S. trade policies on Europe, particularly following Germany's elections. Woo delves into tariffs and their effects on industries like automotive, and explores emerging market opportunities amid changing investor flows. He also analyzes technology disruptions in cloud and semiconductors, while emphasizing necessary fiscal discipline to manage inflation and bolster economic stability.