FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Macro & Monetary Dynamics/David Woo Unbound
US • United StatesMacro & Monetary DynamicsAnalysispaid

David Woo Unbound

Global Macro & Geopolitics

Former BofA FX and rates strategist David Woo's independent macro service, connecting geopolitics, the dollar system and cross-asset risk.

TypeAnalysis
Asset ClassMacro
NicheMacro-geopolitics & the dollar system
Birth Date2022
Price~$50/mo
HeadquartersUnited States
Tierboutique
Visit Official SiteClaim or Boost

Coverage Domains

#Geopolitics#Dollar System#Macro#Cross-Asset#Strategy

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