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.

New Macro Investing Assumptions Required as Countries Pivot From Rules-Based Order

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>The world economy no longer enjoys the benefits of low inflation. US equity investors are embracing the eventual return of low inflation due to the rollout of artificial intelligence.</li>
<li>Geopolitics has contributed to a pivot away from globalisation with inflationary implications via supply chain recalibration. Deteriorating fiscal positions, partly due to higher defence commitments, are also producing inflationary pressures. </li>
<li>The media has concentrated on the Fed's role in contributing to higher US interest rates, but the strong economy has also played a role due to rising corporate credit demand.</li>
</ul>


The world economy no longer enjoys the benefits of low inflation. US equity investors are embracing the eventual return of low inflation due to the rollout of artificial intelligence.
Geopolitics has contributed to a pivot away from globalisation with inflationary implications via supply chain recalibration. Deteriorating fiscal positions, partly due to higher defence commitments, are also producing inflationary pressures. 
The media has concentrated on the Fed's role in contributing to higher US interest rates, but the strong economy has also played a role due to rising corporate credit demand.


Investors Back AI to Produce Disinflation, but Geopolitics Increasingly Determine Pipeline Pressures