Media & Events

2018
Bloomberg - December 18, 2018
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
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
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
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
...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 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
The CEO of SGH Macro Advisors discusses the efforts of central banks to renormalize after the financial crisis...
Bloomberg - June 6, 2017
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
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
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...
Barron's - March 30, 2017
CEO Sassan Ghahramani and senior analyst Kevin Muehring write: We understand Saudi oil policy officials have reaffirmed the Kingdom and its key Gulf oil producing allies are highly likely to extend the Vienna agreement on output cuts for another six months, and stand ready to cut output by more in the second half of this year...
Bloomberg - March 24, 2017
The probability of the Republican-crafted health-care legislation collapsing may now be as high as 60-40, and it’s likely the White House will “quickly shift the political agenda within days to an accelerated drive for the tax-reform legislation,” SGH Macro Advisors CEO Sassan Ghahramani writes in note...
Barron's - March 3, 2017
The global strategists at SGH Macro Advisors, CEO Sassan Ghahramani and Kevin Muehring, note that maintaining economic stability has been the top priority of China’s decision makers, followed by preventing financial risk, preventing capital outflows, and ensuring foreign currency reserves do not fall too sharply. Here’s what they predicted would be among the top talking points this weekend...
2016
Bloomberg Markets TV - December 29, 2016
SGH Macro Advisors President and CEO Sassan Ghahramani discusses Fed policy, the change in administration and possible geopolitical risk in 2017. He speaks with Vonnie Quinn and Oliver Renick on “Bloomberg Markets.”
Barron's - November 2, 2016
With oil prices sinking toward $45 per barrel this week, the Middle East experts at SGH Macro Advisors say that a compromise to prop up prices could be imminent among big OPEC producers...
Barron's - October 18, 2016
When U.S. markets awaken Wednesday, China’s third quarter economic growth will be at center stage. If the number is lower than expected, global markets won’t be happy and the iShares MSCI Emerging Markets exchange-traded fund (EEM) could come under pressure. But SGH Macro Advisors CEO Sassan Ghahramani and Kevin Muehring, senior managing director, note that the Chinese government has broadcast a narrow outcome, based on government GDP estimates cobbled together from nine departments. GDP is expected to be between 6.7-6.8%, and should remain around 6.7% in the fourth quarter, “with a slight lean to 6.8%,” note the folks at SGH, a consultant to asset managers and policy makers on the global economy...
Barron's - September 26, 2016
The informal meeting of the Organization of the Petroleum Exporting Countries or OPEC on Wednesday in the capital of Algeria could lay the groundwork for a production freeze or quotas — but in November, says SGH Macro Advisors... Sassan Ghahramani, CEO of SGH, a New York consultant to asset managers and policy makers on the global economy, and Kevin Muehring, managing director, explain that the much-ballyhooed OPEC “meeting” in Algiers this week has no decision making authority and is tacked to the end of an energy conference that began today. SGH is among the skeptics about a near-term production freeze. They write...
Bloomberg - June 1, 2016
"This move in the yen is maybe more about a risk-off move, than sort of a positive sentiment," Sassan Ghahramani, chief executive officer of SGH Macro Advisors, said on Bloomberg Television. "People got a little bit ahead of themselves and were expecting some sort of announcement on a supplementary budget. When that didn’t come, I think there was a bit of a disappointment trade."
Market News International - May 17, 2016
US TSYS: SGH Macro says "A Fed messaging offensive is underway, culminating with Chair Yellen's twin speaking engagements on May 27 and June 6, to move market pricing higher for a June rate move." Data are stronger.