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DeSaque Macro Research

DeSaque Macro Research
Delivering Global Macro Investment Insights

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Multi-Asset Macroeconomics Thematic (Sector/Industry)
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bullishMacroeconomics
13 Jul 2025 16:48

Sovereign Debt Management Concerns: US Better Positioned to Pursue Growth

The passage of the Big Beautiful Bill has raised concerns about sovereign debt sustainability, but the US will never embrace austerity and is...

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bullishMacroeconomics
06 Jul 2025 18:25

Generative AI and the US Economy: Another 1999-Style Party?

US equity investors are expecting bullish outcomes for the US economy due to the greater adoption of generative AI. The late 1990s provides a...

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436 Views
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bullishMacroeconomics
29 Jun 2025 15:07

Calm Before the Currency War? Central Banks Go Their Separate Ways

The looming arrival of tariffs has triggered different responses by central banks, particularly in Europe. A wait-and-see approach approach has...

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bullishMacroeconomics
22 Jun 2025 15:21

Fed Policy Conduct: Limitations of Data-Dependent Approach Being Exposed

The Fed kept its policy rate unchanged last week but has embraced a stagflationary economic outlook. Data-dependent policy remains intact but risks...

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bullishMacroeconomics
15 Jun 2025 15:54

US Corporate Profits Expectations Remain Resolute Despite Tariff Uncertainties

Despite the initial angst following the announcement of reciprocal tariffs, US equities have shown resilience without any help from the Fed. Robust...

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