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.

Corporate America Faces Stiffer Headwinds as Demand Outlook Falters and Higher Input Costs Persist

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>Rising inflationary pressures since the COVID-19 pandemic have reflected both excessive demand and cost-push forces. US housing has experienced these influences. Higher mortgage rates will cool enthusiasm towards real estate</li>
<li>Armed conflict between Russia and the Ukraine could significantly delay the recovery for global automotive activity in the realms of sales and production due to component supply chains being imperilled.  </li>
<li>US corporations have returned to the habits of the late-1970s by responding to rising unit labour costs by raising selling prices to preserve operating margins. </li>
</ul>


Rising inflationary pressures since the COVID-19 pandemic have reflected both excessive demand and cost-push forces. US housing has experienced these influences. Higher mortgage rates will cool enthusiasm towards real estate
Armed conflict between Russia and the Ukraine could significantly delay the recovery for global automotive activity in the realms of sales and production due to component supply chains being imperilled.  
US corporations have returned to the habits of the late-1970s by responding to rising unit labour costs by raising selling prices to preserve operating margins. 


Tougher Outlook for Big-Ticket Consumer Items While US Corporations Resort to Old Habits