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Said Desaque

Said Desaque
Global Economist
DeSaque Macro Research

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24 Mar 2024 19:15

Latest Fed Policy Guidance Signals Green Light for Melt-Up in US Risky Assets

The Fed has left forward guidance unchanged, indicating three possible policy rate reductions in 2024. An early introduction of QT tapering will...

18 Mar 2024 14:35

Multi-Faceted Factors Driving Gold Prices Higher in a Great Debasement and Geopolitical Trade

The dominant role of US monetary policy in impacting gold prices has been diluted. Other forces are supporting gold prices, including geopolitics,...

10 Mar 2024 16:32

Spendthrift US Fiscal Policy Raises Ante on Fed to Prevent Financial System Liquidity Squeeze

US fiscal policy is supporting economic activity and risky assets. The debt ceiling suspension until January 2025 precludes discipline returning...

bullishMacroeconomics
03 Mar 2024 19:20

Healthy Private Sector Balance Sheets Could Limit Scope for Fed Policy Easing

Lack of US private sector financial stress has made Fed tightening less potent, an outcome that could limit Fed easing. Historically, balance sheet...

25 Feb 2024 17:30

A New Era for Japanese Equities? New Highs Without the Valuation Froth of 1989

Japanese and US Equities have hit new all-time new highs. Valuations in Japan are nowhere near the extremes reached in 1989. Foreigners are upbeat...

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