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.

China: Winning the Trade War While Still Imploding Domestically

China & HK: Rebuild Slows Amid Heavy Sector and Stock Rotation

Reducing China-US Trade Tensions Requires Better Alignment of Economic Interests

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>US-China trade tensions have spiked again following new Chinese curbs on rare earth exports. President Trump wants a trade deal with China this year, but China will not capitulate.</li>
<li>Rising US-China trade tensions come before the fourth plenum for the Chinese Communist Party that lays the foundations of the next five-year plan. Eradicating supply chain vulnerabilities will feature prominently</li>
<li>Private capital will play a crucial role in fulfilling the next five-year plan, but the government needs to ensure there is a level playing field in competing with state-owned enterprises.</li>
</ul>


US-China trade tensions have spiked again following new Chinese curbs on rare earth exports. President Trump wants a trade deal with China this year, but China will not capitulate.
Rising US-China trade tensions come before the fourth plenum for the Chinese Communist Party that lays the foundations of the next five-year plan. Eradicating supply chain vulnerabilities will feature prominently
Private capital will play a crucial role in fulfilling the next five-year plan, but the government needs to ensure there is a level playing field in competing with state-owned enterprises.


Rising US-China Trade Tensions Shifts Focus to the Next Five-Year Plan