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>The strong Employment Situation report for July has raised the ante on the Fed not to pivot to a more dovish stance in the near future.</li>
<li>The current size of the 10-year minus 2-year US Treasury note yield differential has historically been consistent with the pending onset of recession. </li>
<li>Sticky inflation could prevent the speedy return of risk capital to US financial markets by preventing the Fed from adopting more dovish policy settings. </li>
</ul>


The strong Employment Situation report for July has raised the ante on the Fed not to pivot to a more dovish stance in the near future.
The current size of the 10-year minus 2-year US Treasury note yield differential has historically been consistent with the pending onset of recession. 
Sticky inflation could prevent the speedy return of risk capital to US financial markets by preventing the Fed from adopting more dovish policy settings. 


Strong Labour Market Challenges Fed, as Risk Capital Outlook Rests on Rapid Inflation Decline