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>Countries are pivoting away from the old rules-based international order, thereby requiring new macro assumptions for cross-border investment. National security is playing an increasingly dominant role in formulating economic policy. </li>
<li>In a less globalised world, supply shocks have the propensity to produce more complex inflation and interest rate pressures. The dollar's role as the main safe-haven asset is being questioned.</li>
<li>Developed economies no longer enjoy pristine sovereign balance sheets, a historically key differentiator versus emerging markets. High debt burdens and pressure to raise military spending complicates fiscal policy sustainability strategies.</li>
</ul>


Countries are pivoting away from the old rules-based international order, thereby requiring new macro assumptions for cross-border investment. National security is playing an increasingly dominant role in formulating economic policy. 
In a less globalised world, supply shocks have the propensity to produce more complex inflation and interest rate pressures. The dollar's role as the main safe-haven asset is being questioned.
Developed economies no longer enjoy pristine sovereign balance sheets, a historically key differentiator versus emerging markets. High debt burdens and pressure to raise military spending complicates fiscal policy sustainability strategies.


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