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.

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>Hopes of ending China's zero tolerance policy to COVID-19 were dashed by President Xi at the recent National Congress, thereby making further lockdowns and supply disruptions a distinct possibility. </li>
<li>Based on data calculated by the New York Fed, stress on global supply chains has eased significantly in 2022, suggesting a reduction in price pressures for traded goods in 2023.</li>
<li>Restrictions on technology transfers by the US could lead to the evolution of competing technological eco systems that will raise costs for Western companies wanting to do business with China. </li>
</ul>


Hopes of ending China's zero tolerance policy to COVID-19 were dashed by President Xi at the recent National Congress, thereby making further lockdowns and supply disruptions a distinct possibility. 
Based on data calculated by the New York Fed, stress on global supply chains has eased significantly in 2022, suggesting a reduction in price pressures for traded goods in 2023.
Restrictions on technology transfers by the US could lead to the evolution of competing technological eco systems that will raise costs for Western companies wanting to do business with China. 


Global Supply Chains: Pressures Ease in 2022, but Geopolitical Forces Will Shape Their Future