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Said Desaque

Said Desaque
Global Economist
DeSaque Macro Research

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United States Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
07 Jul 2024 17:33

Fed Sees Economy Cooling as Leading Indicators Also Suggest Softer Looming Trend

Leading indicators of US economic activity suggest further cooling in H2, but the Fed is in no hurry to reduce the federal funds rate. The Fed's...

bullishMacroeconomics
30 Jun 2024 17:44

PBoC Examines Overhaul of Monetary Policy Framework, but Quantitative Easing Appears Unlikely

The PBoC is studying ways to overhaul its monetary policy tools, including the potential to buy and sell government bonds in the secondary market....

23 Jun 2024 18:56

US Financial Markets Underprice Geopolitical Risks as Equities Flirt With Another Melt-Up

Easier Fed policy and upbeat corporate profit expectations are the foundations for a firm H2 equity market. Investors have largely ignored...

bullishMacroeconomics
16 Jun 2024 18:33

Hawkish Forward Guidance by Fed Fails to Dampen Bullish Sentiment

Despite the Fed's new hawkish forward guidance, US equities continue to rally. A potential melt-up is in the offing once the policy rate is...

bullishMacroeconomics
09 Jun 2024 16:26

Positive Outlook for Global Liquidity Despite Lingering Fed Policy Uncertainties

Global liquidity in H2 will be determined by the Fed despite other central banks lowering policy rates. Data dependency will dictate US policy rate...

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