David Woo Unbound
@Davidwoounbound
Independent provider of macro research and investment strategy. We offer institutional and retail services. Our only goal: help our clients to beat the market
Tariffs are no longer about China. They're about funding Trump’s “Big Beautiful Bill.” $50B collected in 3 months = $200B/year. You’re not just watching trade policy — you’re paying for stimulus. Quietly. 🎥 Watch the full video:
A trade deal with China before the Aug 11 deadline? Don’t count on it. 🚨 Meanwhile, here’s what’s already happened: – The U.S. government collected $50B more in tariff revenue over the past 3 months – That’s $200B/year taken out of someone’s pocket Import prices haven’t moved.…
Why hasn’t Trump’s trade war had a bigger global impact? 📦 June export growth: – 🇰🇷 South Korea: +4.3% – 🇯🇵 Japan (first 20 days): +0.7% – 🇨🇳 China (May): +4.8% Global trade’s resilience isn’t magic — it’s stockpiling. S&P’s June PMI notes companies rushed to build inventories…
China’s export numbers look solid. But dig deeper… 🇻🇳 Exports to ASEAN and the EU surged just as exports to the U.S. dropped. 🔁 That’s not coincidence — it’s transshipment. Chinese goods are rerouted through Vietnam to dodge tariffs. Last week’s U.S.-Vietnam trade deal…
We should be careful not to confuse a dead cat bounce with green shoots. 📈 The U.S. just collected $50B more in tariffs over the past 3 months — annualized, that’s $200B. 📦 Import prices are holding firm. 💵 That means Americans, not foreigners, are paying. The cushion from…
History doesn’t always repeat… but 2025 is starting to feel like 2022. 🔹 Stocks are euphoric. 🔹 Fiscal stimulus is back. 🔹 Tariffs are rising. 🔹 Global growth is surprising to the upside. 🔹 Markets are ignoring inflation risk—again. Wall Street’s now expecting no…
Rates will go up. Stocks will go down. History looks ready to repeat. 🟠 Input & output prices are rising again 🟠 Fed’s rate cut optimism mirrors 2021’s “transitory” myth 🟠 Big bill + big tariffs = big inflation risk 🟠 Debt ceiling raised, issuance coming Retail is clinging to…
Trump will need big beautiful tariffs to pay for his big beautiful bill. 💥 A 20% average tariff may be the new normal 🚗 Toyota already raising prices 🚙 Used car prices just posted their biggest jump in 3 years 📉 Businesses will soon face a tough choice: pass on costs—or cut…
Stagflation isn’t a question of if, but when. 🚨 $200B/year in new tariffs 🚘 Toyota, used car prices already rising 📈 Input/output inflation heating up 💰 Trump needs tariffs to fund his “big beautiful bill” Markets are partying like it’s 2021. They’ve seen this movie before.…
Wall Street thinks Trump’s tariff truce means the trade war is over. But the clock is ticking: July 9 could bring a market shock. Stocks are priced for peace. They’re about to get a reality check. 👇 Watch the full breakdown.
Immanuel Kant: "Thoughts without content are empty, intuitions without concepts are blind." It was a honor to be featured in the July issue of the Institutional Money Magazine, the leading publication for institutional investors in the German speaking world. I was deeply…
Wall Street isn’t sweating Trump’s tariff deadline. 📉 Inflation breakevens are back to Biden-era lows 📈 Tech stocks are 20% above pre-trade-war highs 💵 Currencies? Stronger across the board Markets think July 9th is just noise. Are they right? Full video:…