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.

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>Financial markets and central banks are addicted to data dependency, but they both risk losing sight of bigger structural issues that could have greater consequences for investors . </li>
<li>Economic outlooks vary on a cross-border basis, but the mainstream financial media have become obsessed with China's real estate issues and, consequently,  pushed for Western-style stimulus. </li>
<li>The narrative about China's outlook is overly-pessimistic. Sino-US relations will be impacted by Taiwan's Presidential Election in January. Arguably, bad outcomes in Asia remain the biggest undiscounted risks for investors. </li>
</ul>


Financial markets and central banks are addicted to data dependency, but they both risk losing sight of bigger structural issues that could have greater consequences for investors . 
Economic outlooks vary on a cross-border basis, but the mainstream financial media have become obsessed with China's real estate issues and, consequently,  pushed for Western-style stimulus. 
The narrative about China's outlook is overly-pessimistic. Sino-US relations will be impacted by Taiwan's Presidential Election in January. Arguably, bad outcomes in Asia remain the biggest undiscounted risks for investors. 


Data Dependent Financial Markets Risk Losing Sight of Bigger Issues