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Market Outlook with David Woo: Finally, green light for bond bears and USD bulls




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Good stuff, thank you David

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Hi David, I've just sent you a message through the contact page. Thanks

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Unknown member
Aug 09, 2021

Thanks Steve! will look into it. D

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Stephen Ortiz
Stephen Ortiz
Aug 09, 2021

Very helpful - thank you David. Maybe consider a transcript as there are times I would rather read your commentary than listen, but at the same love the video all the same. Thx !

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Thank you David. I would agree that Covid case counts are peaking in the next few weeks. However, a number of large US corporations have started to announce postpones to office returns (AMZN to Jan 2022, for example). Do you think these announcements, as they accumulate, will have: 1) sentiment shocks to stocks/bonds or change the Fed's view on the economy - how much weight do you put on anything significant coming out of Jackson Hole specifically? 2) impact on economic data in the fall (as kids also return to school reducing the amount of travel and dining out), I'd think we don't get the spending boost from last year, and 3) this is perhaps a longer discussion, but perhaps…

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