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Said Desaque
Global Economist
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DeSaque Macro Research
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16 December 2016
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bullish
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Macroeconomics
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19 May 2024 16:58
Global Monetary Policy Easing Cycle: Nuanced Challenges Across Jurisdictions
Central banks are gearing up to lower policy rates, but the timing and magnitudes vary by country. Housing poses problems in Australia and Canada,...
DeSaque Macro Research
174 Views
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bullish
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Macroeconomics
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13 May 2024 12:18
Future US Productivity Growth: Crucial for Disinflation, Fed Policy Conduct, and Corporate Profits
Productivity is crucial to supporting profitability and subduing inflation pressures. Sticky inflation could reflect weak productivity as firms...
DeSaque Macro Research
153 Views
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bullish
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Macroeconomics
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05 May 2024 16:43
Dovish Fed Policy Statement and Respectable Corporate Profits: Both Supportive for US Equities
Fed Chairman Powell announced a dovish tilt to policy conduct via faster QT tapering and zero likelihood of a higher policy rate. Lower inflation...
DeSaque Macro Research
214 Views
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bullish
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Cross Asset Strategy
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29 Apr 2024 14:42
Future Fed Policy Conduct: Time to Eradicate the Secular Stagnation Thesis
Repricing of the Fed's policy conduct has been major. Adjustments could have been reduced if accommodation had been removed earlier. Structurally...
DeSaque Macro Research
140 Views
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bullish
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Macroeconomics
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22 Apr 2024 13:15
Fed Still Intent on Lowering Policy Rate Despite Inflation Uncertainties
Markets have become more hawkish than the Fed for the first time since 2013. Meanwhile, the PCE deflator points to a disinflationary trend....
DeSaque Macro Research
200 Views
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