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.

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Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>Disappointing inflation data for June raised pressure on the Fed for more hawkish measures. Markets discount 75 basis point increases in the federal funds rate this month and in September. </li>
<li>Measures undertaken by the Fed have forced other central banks to follow suit, notably the European Central Bank.  Meanwhile, other central banks are anchoring future rate hikes to the Fed.</li>
<li>The Biden Administration seeks to mitigate the inflationary impact of high oil prices via greater supply, particularly from Saudi Arabia. Doubts prevail over Saudi Arabia's ability to sustain higher production. </li>
</ul>


Disappointing inflation data for June raised pressure on the Fed for more hawkish measures. Markets discount 75 basis point increases in the federal funds rate this month and in September. 
Measures undertaken by the Fed have forced other central banks to follow suit, notably the European Central Bank.  Meanwhile, other central banks are anchoring future rate hikes to the Fed.
The Biden Administration seeks to mitigate the inflationary impact of high oil prices via greater supply, particularly from Saudi Arabia. Doubts prevail over Saudi Arabia's ability to sustain higher production. 


Global Monetary Tightening Gathers Pace as US Inflation Raises the Ante on the Fed