US Dollar Repatriation Threatens Global Credit & Monetary Conditions
​ There is growing evidence of pushback by congressional Republicans on the quick repeal of the Affordable Health Care Act and tax reform, something which equity investors have not yet discounted properly.
Along with any determination by the Trump Administration to disengage from the global economy, significant repatriation of dollars from outside of the US will reduce global money supply and credit creation, thereby harming overseas growth prospects and the scope of exploitable opportunities for US exporters.
DeSaque Macro Research Limited was formed by Said DeSaque in April 2012 with the intention of delivering independent global macro investment insights and new thematic long-term ideas to investors, along with an agnostic opinion of the markets.
Said DeSaque has over 29 years of experience working as a professional economist in financial services, primarily based in London. His working role has involved extensive travel around the world, bringing him into contact with investors of different cultural backgrounds and investment requirements. Prior to establishing DeSaque Macro Research, Said held positions as Senior Economist and Investment Strategist at US banks Robert W Baird and William Blair. He began his career as a graduate at PaineWebber in 1986, where he became Head of the London Economics Department in 1996. This role allowed him to engage with senior investment professionals, alongside regulators and provided a unique perspective of market intelligence at work.
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