Media & Events

2021
WSJ - May 19, 2021
Fed Signals Eventual Shift From Easy-Money Pandemic Policies
“The Fed has repeatedly said it will provide a long runway of guidance before tapering begins,” said Tim Duy, chief economist at SGH Macro Advisors, referring to the scaling back of asset purchases. “This is the front end of that runway.”
WSJ - May 13, 2021
Consumer Prices Jumped as Economic Recovery Picked Up
...Today's higher-than-expected reading will certainly stoke inflation fears, said Tim Duy, chief U.S. economist at SGH Macro Advisers. "Whether or not that translates to more sustained inflation over time is still an open question," said Mr. Duy, adding that those concerns are unlikely to sway central bankers. "The Fed has itself locked into their new policy framework and for right now they're treating this as a transitory event."
WSJ - May 12, 2021
Inflation Data Test Fed’s Strategy and Outlook
"'We have dumped an enormous amount of resources into the economy that was designed for a Great Recession-style shock, and that’s not the shock we had,' said Tim Duy, chief U.S. economist at SGH Macro Advisors, referring to the weak demand that followed the 2007-09 recession...Mr. Duy said “it is still an open question” whether the recent inflation flare-up will translate into sustained higher inflation..."
Marketplace - May 7, 2021
Federal Reserve points to risks in the current economy
But Tim Duy, chief economist at SGH Macro Advisors and an economics professor at the University of Oregon, said the Fed knows what can happen when prices get too high. “The concern there is that suddenly those asset prices could drop,” he said.
Bloomberg - April 27, 2021
Fed Will String Traders Along on Its Taper Timeline
"I saw where this could go. In a world where everyone is looking for clues about the tapering timeline, the definition of a ‘string’ is important. Is Powell sending a signal? Is he hinting at the timeline for tapering? Is it three reports? Or four? Or five? Is it few, several, or many? I can almost guarantee that financial journalists will start pressing Powell to define ‘string..."
Bloomberg Markets - March 9, 2021
The Fed is Serious About Being Patient: Tim Duy
Tim Duy, an economist at SGH Macro Advisors and Bloomberg Opinion columnist, speaks with Bloomberg's Caroline Hyde, Romaine Bostick and Joe Weisenthal on "What'd You Miss?" about inflation and how the Federal Reserve will approach next week's FOMC meeting.
2020
Bloomberg Markets: The Close - January 30, 2020
Sassan Ghahramani of SGH Macro Advisors on Bloomberg Asia TV
The economic impact of the Coronavirus...Bloomberg Markets is focused on bringing you the most important global business and breaking markets news and information as it happens.
2019
Bloomberg Markets: The Close - October 15, 2019
Sassan Ghahramani of SGH Macro Advisors on Bloomberg US TV
Brexit: What's Next? - Ghahramani: It's Appropriate to be Optimistic about Sterling
Bloomberg - Daybreak Asia - September 11, 2019
ECB Going Through a ‘More Cowbell’ Scenario, SGH CEO Ghahramani Says
Sassan Ghahramani, SGH Macro Advisors president and chief executive officer, discusses the outlook for European Central Bank policy with Bloomberg's Shery Ahn and Paul Allen on "Bloomberg Daybreak: Asia."
Bloomberg - March 31, 2019
China Isn’t Ready to Call ‘Mission Accomplished’ on Stimulus, Says SGH Macro Advisors
Sassan Ghahramani, president and chief executive officer at SGH Macro Advisors, discusses his outlook for China’s economy. He speaks on “Bloomberg Daybreak: Australia.”
2018
Bloomberg - December 18, 2018
Fed Likely to Hike Rates This Week, SGH Macro CEO Says
Sassan Ghahramani, chief executive officer of SGH Macro Advisors, talks about Federal Reserve policy, the balance sheet, and the market implications. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."
Bloomberg - December 5, 2018
Markets Are Missing the Forest Through the Trees on Trade, SGH CEO Says
Sassan Ghahramani, SGH Macro Advisors chief executive officer, discusses the state of global financial markets with Bloomberg's Caroline Hyde and Scarlet Fu on "Bloomberg Markets: The Close."
Bloomberg Daybreak - Asia - July 26, 2018
ECB Policy Is on Autopilot, SGH Macro Advisors CEO Says
Sassan Ghahramani, SGH Macro Advisors founder and chief executive officer, discusses European Central Bank policy with Bloomberg's Ramy Inocencio and Kathleen Hays on "Bloomberg Daybreak: Asia."
Macro Business via Bloomberg News - June 27, 2018
Aussie and Yuan selling off swiftly as China girds for trade war
President Xi Jinping presided over a meeting of China’s highest decision-making body for the first time to discuss China-US relations, according to Sassan Ghahramani, CEO of SGH Macro Advisors, in a note to clients. At a subsequent two-day meeting, Xi reportedly spent over two hours talking about U.S.-China relations and called on all provinces and ministries to be prepared for a full-scale trade war, according to Ghahramani...
Think Advisor - April 6, 2018
Trade War Risks Accelerate Again, Stocks Drop
...But even that bullish flight-to-quality trade may fade. SGH Macro Advisors reports in its latest investment note, “From what we understand, the Chinese government has halted its purchases of US Treasuries … for the past few weeks.”...
2017
Bloomberg - December 18, 2017
SGH’s Ghahramani Says Market Rally ‘Politically Driven’
SGH Macro Advisors President and CEO Sassan Ghahramani discusses the impact of the U.S. tax plan on markets. He speaks with Vonnie Quinn and Shery Ahn on “Bloomberg Markets.” (Source: Bloomberg)
Barron's - July 22, 2017
Sassan Ghahramani: Trading the Great Global Repricing
The CEO of SGH Macro Advisors discusses the efforts of central banks to renormalize after the financial crisis...
Bloomberg - June 6, 2017
Draghi May Look Backward to Chart ECB Communication on Future
Even as the economy improves, inflation shows little sign of accelerating. Sassan Ghahramani and Kevin Muehring at SGH Macro Advisors suggest that to square the circle he may reintroduce a separate description of the inflation outlook that has been missing since August 2014. “While the Governing Council is almost certain to adjust its balance of risk assessment for growth next week as expected from the downside to neutral, it may very well choose to keep its balance of risk for inflation still leaning to the downside,” they write...
Barron's - May 10, 2017
After Comey: Will Russia Election Investigation Stall?
Despite the sacking Tuesday of the U.S. FBI Director James Comey, the investigation into Russian meddling in the U.S. presidential election is not over. So say SGH Macro Advisors CEO Sassan Ghahramani and senior managing director Kevin Muehring. SGH is a New York-based consultant to asset managers and policy makers on the global economy...
Barron's - May 8, 2017
OPEC Oil Cuts? Saudis, Russia, Iran & Even China Agree
With U.S. oil producers boosting supplies, Iran and Russia, along with Saudi Gulf allies, have indicated support for an extension of production cuts. SGH Macro Advisors CEO Sassan Ghahramani and senior analyst Kevin Muehring think the Saudis have no alternative, even if they lose some market share to rivals Iran and Iraq...