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.

Positive Outlook for Global Liquidity Despite Lingering Fed Policy Uncertainties

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>Sweden's central bank joined Switzerland's in cutting its policy rate due to falling inflation. The Bank of England and European Central Bank could follow in June, ahead of the Fed.</li>
<li>Housing has been adversely impacted due to the global monetary tightening cycle, but capitulating to political pressure to ease the pain by prematurely easing policy could undermine central banks' credibility.</li>
<li>US political patience towards the Fed's "higher for longer" policy approach and a stronger dollar could be tested as the presidential election approaches, thereby placing pressure on the Fed. </li>
</ul>


Sweden's central bank joined Switzerland's in cutting its policy rate due to falling inflation. The Bank of England and European Central Bank could follow in June, ahead of the Fed.
Housing has been adversely impacted due to the global monetary tightening cycle, but capitulating to political pressure to ease the pain by prematurely easing policy could undermine central banks' credibility.
US political patience towards the Fed's "higher for longer" policy approach and a stronger dollar could be tested as the presidential election approaches, thereby placing pressure on the Fed. 


Global Monetary Policy Easing Cycle: Nuanced Challenges Across Jurisdictions