Delivering Global Macro Investment Insights

DeSaque Macro Research

DeSaque Macro Research Limited was formed by Said DeSaque in April 2012 with the view to delivering global macro investment insights aimed at providing new ideas to clients.

Said DeSaque has over 26 years of experience working as a professional economist in financial services. Prior to establishing DeSaque Macro Research, Said held positions as Senior Economist at Robert W Baird and William Blair. He began his career as a graduate at PaineWebber in 1986, where he eventually became Head of the London Economics Department.

Said takes a very keen interest in international relations, along with their implications for economic development. His research interests include the economic transformation of China and its implications for global capital markets, particularly in the United States. He is a member of Chatham House in London.

The US economy and capital markets have historically been Said’s main focus of attention. He frequently presents his views to institutional investors in diverse geographic locations. In recent years, Said has also been carefully monitoring economic developments in Asia, particularly China and Japan.

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>US and Eurozone economic outlooks have been muddied by recent US yield curve inversion and potential energy rationing. China's COVID-19 lockdowns are impacting economic activity, undermining the government's growth target.</li>
<li>Asia faces rising inflation pressures due to stronger higher energy prices. Food also poses a significant threat to consumer prices in Asia due to higher weightings within CPI baskets.</li>
<li>The yen has weakened in 2022, an outcome that presaged Asia's late-1990s financial crisis. Further depreciation could provoke responses by China and other ASEAN countries to devalue their currencies.</li>
</ul>


US and Eurozone economic outlooks have been muddied by recent US yield curve inversion and potential energy rationing. China's COVID-19 lockdowns are impacting economic activity, undermining the government's growth target.
Asia faces rising inflation pressures due to stronger higher energy prices. Food also poses a significant threat to consumer prices in Asia due to higher weightings within CPI baskets.
The yen has weakened in 2022, an outcome that presaged Asia's late-1990s financial crisis. Further depreciation could provoke responses by China and other ASEAN countries to devalue their currencies.


Global Economic Outlook: Facing a Growing Plethora of Concerns