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.

Complex Anatomy of the Tariff Crisis Presents Financial Markets With Multiple Permutations

Globalisation Enters More Nuanced Phase, Shaped By Sovereign Interests

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>US tariffs under Section 122 of the Trade Act will remain in force until July. President Trump  can contemplate sector-specific measures to replace Section 122 levies upon their expiration.</li>
<li>Presidents Trump and Xi will be meeting soon in Beijing, but no major trade concessions between the two countries are expected. China's effective US tariff rate has recently been lowered. </li>
<li>The long-term impact of tariffs on US federal government finances will be further revised,  but fiscal sustainability is unlikely to be impacted due to a dynamic economy and strong institutions.</li>
</ul>


US tariffs under Section 122 of the Trade Act will remain in force until July. President Trump  can contemplate sector-specific measures to replace Section 122 levies upon their expiration.
Presidents Trump and Xi will be meeting soon in Beijing, but no major trade concessions between the two countries are expected. China's effective US tariff rate has recently been lowered. 
The long-term impact of tariffs on US federal government finances will be further revised,  but fiscal sustainability is unlikely to be impacted due to a dynamic economy and strong institutions.


進化する米国関税枠組み：利用可能な選択肢は豊富